Our Team

With over 40 years of experience in the Financial Services industry in both the public and private sectors, Steve has an unprecedented passion for finance and investing that are at the heart of his ongoing commitment to serving the best interest of his clients. Steve has bui...

While Brett has already obtained the Certified Financial Planner designation, it is his legacy of excellence in the financial world that is most notable. Specifically, Brett's entire family works in finance. As a result of this deep and long heritage, Brett is passionate abo...

Andrew currently holds his CERTIFIED FINANCIAL PLANNER® and Chartered Investment Manager (CIM®) designations. He brings a sounds knowledge and background to the firm. Having grown up around Turn Key Wealth Management and the industry, Andrew will often say he is working in h...

Carey recently joined the Turn Key Wealth Management (TKWM) team and is helping in the administration of the Company. She holds Certificates in: Business Administration; Canadian Securities Course; and, Investment Funds in Canada (December 2019). Carey worked in the public s...