Steve Williams, CIM

Investment Advisor

905-332-2599 | Email me

Steve is an investment advisor based in Burlington, Ontario. 

Erin Spina

Associate Advisor

905-332-2741 | Email me

Erin is a licensed Associate Advisor. Erin has worked in the Financial Service Industry since 2010 starting as an Insurance Advisor. Erin is responsible for all aspects of client service and administrative functions, and can execute security trades on behalf of our clients. Erin holds an Honours Bachelor of Fine Arts degree from Ryerson University and has completed the Canadian Securities Course as well as the Wealth Management Essentials.

Erin lives in Burlington with her husband and their two children. She enjoys yoga, running and theatre.

Kristen Blakey

Administrative Assistant

905-332-2754 | Email me