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 built a reputation for giving the right advice at the right time, so that you will be in a position to make the best decisions regarding your financial future.

Steve's qualifications are not just tied to his time in the industry, but are reflected in his ongoing commitment to build upon an already solid knowledge foundation that includes a Certified Management Accounting designation, diplomas in both Business Administration and Financial Management, the completion of the Canadian Securities Course and, the attainment of his Life License in 2010. Steve has a strong understanding of personal taxation which has proved time and time again extremely beneficial to clients both in the savings and withdrawal stages of investments.

Naturally drawn to things from the past, including coins, trains and even hand tools, and how they were used back when, this historic perspective gives Steve an appreciation for what was, an understanding for what is and, a vision for what is possible in the future.

Tradition is not to preserve the ashes, but to pass on the flame - Gustav Mahler

Insurance products available through Stephen Roeske

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 about helping people establish solutions to improve and protect their financial well-being. One might even say that it runs in the family.

Even though we can't be certain of our future, we can be certain of our ability to plan for it. In this regard, Brett is adept at bringing together investment and insurance planning to the full benefit of you and your family.

Beyond his desire to bring you financial independence, Brett's other great passion is golf. His talent for the game almost led him down the road to becoming a golf pro, but the call of the financial world was too great a call to ignore. He still however loves a good round of golf, as well as being actively involved in his community.

When you are looking for more than simply someone selling you a product, and want a solution that meets your specific needs, give Brett a call.

"Know what you own, and know why you own it." – Peter Lynch

Insurance products available through Brett Curtis

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 his “dream job”.

Andrew graduated from Algonquin College having finished his Advanced Diploma in Business Administration- Finance. He then went on to earn his QAFP in 2020, having received his CERTIFIED FINANCIAL PLANNER® designation in 2022, then he went on to finish his Chartered Investment Manager (CIM®) designation in 2023.

Andrew believes in objectives/goals based investing, by structuring a plan around his client’s goals for the future allows him to build a portfolio of recommendations to help his client’s reach their goals while minimizing their downside risk. Understanding financial markets and tools to use can be complicated to many, this is why Andrew believes in relaying his client’s financial plans, situations, and investments in easy to understand language to ensure all client’s know what their plan is and how they will get there.

Andrew’s extensive community involvement is a true testament to his character. Having volunteered over 3000 hours doing various charitable work such as; assisting retirement communities, organizing and delivering donated food to shelters, fundraising for local charities, and deterring and mentoring young at risk youth. He has a strong desire to do what he can to have a lasting positive impact on his clients and the community as a whole. He currently sits as the Treasurer on the Board of Directors for the John Howard Society of Ottawa, co-chair of the CEC Committee for the Fresh Start Coalition, and he is an active member of the CAEFS (Canadian Association of Elisabeth Fry Society’s) Transformational Systems Change Committee.

When he’s not working, Andrew enjoys an athletic lifestyle often playing golf in the summer and walking his dog. He is an avid historian of world conflicts and the history. He believes that if you can understand the significance of the past, and how it relates to the present, you can plan better for the future.

“A man may plant a tree for a number of reasons. Perhaps he likes trees. Perhaps he wants shelter. Or perhaps he knows that someday he may need the firewood.”
― Joanne Harris

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 sector for 35 years in the areas of strategic planning; financial, project, and, issues management; and, Access to Information and Privacy.  Her last 18 years were spent with the Canada Revenue Agency’s Compliance Branch.  She was involved in a number of high-profile projects including the OECD (Organisation for Economic Co-operation and Development) project – Reducing Opportunities for tax non-compliance in the Underground Economy (http://www.oecd.org/tax/forum-on-tax-administration/publications-and-products/sme/49427993.pdf) and before retiring she was able to develop the first Privacy Impact Assessment for the Small and Medium Enterprises  (https://www.canada.ca/en/revenue-agency/services/about-canada-revenue-agency-cra/protecting-your-privacy/privacy-impact-assessment/small-medium-enterprises-income-tax-audit-examinations.html).  Carey holds one’s right to privacy as fundamental and paramount for each and every individual.  Carey has many interests but her main ones are running and yoga.  After retiring from the government in 2017, Carey went on to take the Hatha Yoga Teacher Training (200 hours) and is currently working on an additional 300 hours to obtain the 500 hours Teacher Training.  When she isn’t in the office she can usually be found stomping pavement or sitting in easy pose about to start a yoga and meditation session.

Nothing is more precious than being in the present moment.  Fully alive. Fully aware.  Thich Nhat Hanh