WHO WE ARE
Who We Are:
Sheffar Potter Muchan is a boutique financial services firm based in London, Ontario, specializing in financial planning, investment management, group benefits and estate planning for families and business owners.
Whether it’s full and ongoing financial planning or advice in only one specific area, our goal is to educate our clients so that they can make decisions that work for them.
We work in the areas of:
- Life Insurance
- Disability Insurance
- Critical Illness Insurance
- Long Term Care Insurance
- Investment Management
- RRSP’s, TFSA’s, RESP’s
- Corporate investment accounts
- Pension & Group RRSP’s
- Employee Benefits
- Financial, Retirement, and Estate Planning
Sheffar Potter Muchan Inc. is comprised of seven financial advisors, including four principal partners, and backed by a professional team of administrators and managers who each have specialized skills in specific product lines.
With thousands of individual and group clients across Central and Southern Ontario, along with hundreds of millions of assets under management, we have focused on client relationships and the need to keep improving the experience they share with us. With an atmosphere that encourages “sharing of knowledge” within our firm, along with strategic alliances with other experts in their field, our clients are never lacking for information or guidance