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

    CUMIS provides home and auto insurance programs tailored for credit union members across Canada, bundling coverage for convenience and savings. In Alberta, the program will cease new business after 2026 due to market challenges, while existing policies remain active until expiry. The company contin…

  • Millcroft Financial Group Website
    905.315.9060
    241 Plains Rd. E., Burlington, ON L7T 2C5

    Millcroft Financial Group provides comprehensive financial planning services to individuals, families, businesses and corporations in Burlington and Oakville, Ontario. Their offerings include wealth management, tax and estate planning, risk management, investment advice, retirement strategies, busi…

  • Sovereign Wealth Management Inc. Website
    905.637.3500
    627 Guelph Line, Burlington, ON L7R 3M7

    Sovereign Wealth Management Inc. specializes in personalized financial and estate planning for business owners, executives, and families. With a focus on client relationships, the firm offers proactive and confidential services, including wealth accumulation, risk management, tax deferral strategie…