Justin G. Charbonneau, CFA, FCSI, RIAC

Senior Portfolio Manager
West Oak Family Office (Wellington-Altus)

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For nearly 20 years, Justin has helped clients protect and grow their wealth through an income and risk-managed dividend growth approach guided by his unwavering fiduciary duty. He previously served as lead portfolio manager of the fixed income and asset allocation committee for an asset management firm while also counselling high net worth private clients with their wealth management needs. Justin can also provide clients the full spectrum of risk protection and estate preservation strategies as he is also life insurance licensed.

Since 2011, Justin has served on the CFA Society Calgary investment committee, helping shape investment policy, manager selection and portfolio execution. From 2015 – 2019, he served as Treasurer for Jewish Family Services Calgary (JFSC), a non-profit, helping to chart a new path forward by bringing their Home Care Program in house. Over his career, he has also fundraised for various non-profit organizations including St. Mary’s University, the Down Syndrome Research Foundation and the YWCA.

Justin earned a Bachelor of Commerce degree (Haskayne School of Business at the University of Calgary) specializing in Finance and Risk Management. He also holds the coveted accreditations of Chartered Financial Analyst (CFA), Derivative Market Specialist (DMS) and Responsible Investment Advisor Certificate (RIAC). Justin is also a Fellow of the Canadian Securities Institute (FCSI).

Justin is married with two children and a boston terrier-chihuahua. He is an animal lover who enjoys reading about history, travelling, skiing and exploring new foods and wines.

Services Offered in RI
  • Financial planning
  • Will & Estate planning
  • Insurance & risk planning
  • Taxation planning
  • Investment management
  • Succession planning
  • Charitable giving
  • Small business planning
Minimum Account Size


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Type of License


Provinces Licensed In
  • Alberta
  • British Columbia