Steve Williams, CIM

Investment Advisor

905-332-2599 | Email me

Steve is an investment advisor based in Burlington, Ontario. 

Erin Spina


905-332-2741 | Email me

Erin is a licensed Associate. 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. She completed the Canadian Securities Course and is in the process of completing the Wealth Management Essentials course for a Financial Planning designation.


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