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  • CUMIS Group Ltd. The
    CUMIS Group Ltd. The
    (905) 632-1221
    151 North Service Road PO Box 5065, L7R 4C2  Burlington

    Franklin Templeton Investments is one of the world’s largest publicly-traded investment management companies, delivering a truly global perspective to investors for over 60 years. With values that have withstood the test of time, Franklin Templeton Investments provides global and domestic investmen…

  • Millcroft Financial Group
    Millcroft Financial Group
    905.315.9060
    102 4145 N Services Rd Suite/Unit, L7L 6A3  Burlington

    At Millcroft Financial Group, we offer a sophisticated integrated approach to wealth management. We believe our process will help bring clarity to our clients. This way you can make informed choices using your values when planning your goals. Millcroft Financial will set in motion an effective plan…

  • Sovereign Wealth Management Inc.
    Sovereign Wealth Management Inc.
    905.637.3500
    5575 North Service Rd, L7L 6M1  Burlington

    Steve Shillington provides support to financial advisors on tax, estate planning, business exit strategy and business risk management matters. Steve is a chartered accountant, with over 20 years of experience in the financial services industry, following a 10 year career with KPMG where he was a ta…