Individual and Business Clients

Employee Benefits and Pension Management

Our Services For Individual and Business Clients | SPM Financial

Individual 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 and business owners make wise decisions in managing their risk and growing their wealth.

We aim to educate our clients so we can work together to assess and plan for their financial goals.  By providing expertise, security, and knowledge, we prioritize our client’s individual needs.

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
  • And More

 

Employee Benefits and Pension Management

Sheffar Potter Muchan Inc. understands that your employees are the heart of your business. We work together with our independent benefits and pension consulting firm (SPM Benefits) to provide impartial employee benefit solutions and retirement plan services.

To learn more about our dedicated benefits team and services, visit SPM Benefit’s website here.