Bringing over 20 years of experience in providing you with reliable financial advice to help you achieve financial independence and peace of mind.

Turn Key Wealth Management values your business - we are a highly skilled and professional team. Ethics and compliance are paramount to our industry. When choosing a Financial Advisor, we strongly encourage you to consult the following link below to ensure that the person in contact with you is licensed:

https://www.securities-administrators.ca/registration.aspx?id=857

 

 

Steve Roeske, CPA, CMA

Financial Advisor

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...
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Brett Curtis, CFP

Financial Planner

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...
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Andrew Roeske, CFP® CIM®

Associate Advisor

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...
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Carey Roeske

Administrative Assistant

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...
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Our Consultants

Rahim Dhalla, CIM

Director, Portfolio Management, IPC Portfolio Services

Corrado Tiralongo

VP, Asset Allocation & CIO, CLIML
 

Supporting the communities within which we work

 

At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.

Last year alone, as a company, we supported the aid efforts on the Fort McMurray fires, palliative care through The Healing Cycle Foundation and women and children through The Salvation Army.

Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our CSR efforts, is the community development project in Honduras with The Carpenteros & Friends. Last year’s project involved a group of IPC staff and Advisors volunteering their time and energy on the ground. Very little is as inspiring and rewarding as living the lives of the people you’re helping, and every one of the people who took the journey came back a changed person, even more determined to stay committed to making a difference in the world!

We also made countless small but significant contributions of our time and resources within our communities through many grassroots charities we believe in, and the ripple effect of their efforts are always rewarding.