INDIVIDUAL CLIENTS AND BUSINESS CLIENTS
At Sheffar Potter Muchan Inc. we focus on client relationships. As a premier wealth and risk management firm in London, Ontario, with over 100 years of combined experience, we specialize in helping individuals make wise decisions in managing their risk and growing their wealth. At Sheffar Potter Muchan Inc., our goal is to educate our clients to ensure that together we can make the best decisions for their family’s needs. By helping clients assess and plan for their financial goals, Sheffar Potter Muchan Inc. provides expertise and security to make our client’s needs our priority.
We work in the areas of:
- Life insurance
- Disability Insurance
- Critical Illness Insurance
- Long Term Care Insurance
- Investment Management
- RRSP’s, TFSA’s, RESPs
- Estate Planning
- Pension and RRSPs
- Education Funding
- Corporate Investment Accounts
Your financial goals are our priority. With thousands of individual clients across Central and Southern Ontario, along with hundreds of millions of assets under management, Sheffar Potter Muchan Inc. is committed to clients never lacking for information and professional guidance. To ensure our clients are always provided with the best information and guidance, Sheffar Potter Muchan Inc. has created an atmosphere that encourages a “sharing of knowledge” within our firm, along with building strategic alliances with other experts in the field.
We’re committed to you, with five key promises.
1. Commitment to client focus
- Identifying the needs of our clients is always top priority in every decision made, without exception; that is our promise.
2. Commitment to quality relationships
- We pride ourselves on strong client relationships built on trust and dependability; that is our promise.
3. Commitment to integrity and service
- Consistency and reliability are the staples of the service we guarantee to meet our client’s needs, with unwavering honesty and professionalism; that is our promise.
4. Commitment to teamwork
- Through collaboration, we know that the value we add to our clients far surpasses the work of one. By implementing our “Sharing of Knowledge” philosophy, we provide a superior service by harnessing individual skills and expertise; that is our promise.
5. Commitment to efficiency
- We get results. Through systemized, standard processes that are proven effective, we meet our clients needs; that is our promise.