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...

While Andrew is currently studying for both his Certified Financial Planner and his Chartered Investment Manager designation, he brings a sound knowledge and background to the firm. Having grown up with both parents in the financial field, wealth management is inherent and A...

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...