Who We Are

We Have a Combined 40 Years of Experience as Business Owners and for Over 30 Years, Our Team Has Helped Entrepreneurs Protect Their Wealth and Build Better Futures.

We’re a small firm and we’ve chosen to stay this way. We have deliberately narrowed and focused our business because we believe our unique expertise provides exceptional value to our clients. While one-stop-shopping makes sense in many instances, it doesn’t for advanced wealth planning. Size does not correlate to stability nor competency. Instead we take a business and family-oriented approach to keeping our clients satisfied.

Pete Richards

Peter Richards

Founding President, MFA

The Richards family has a long history of entrepreneurship in the London area. Peter’s grandfather started that legacy and Peter has grown up understanding both the advantages and challenges of business ownership, and what the impact can be on a family.

It was fitting that Peter evolve into a role of providing financial advisory services to other business owners as he can truly appreciate the demands and planning that it takes to grow a business and to carefully grow and protect capital.

But not all of Peter’s lessons came from business. Peter is very active in community charitable undertakings; he sees and understands the impact that wealth can have on families, on communities and the business community. He’s also seen how careful planning and coordination serve to create better results when putting capital to good use.

Similarly, when Peter was competing at a national level in tennis, he saw how important strategy, consistent training, and practice were to creating results. Peter believes that hard work always has the advantage over natural talent and he applies this philosophy in his work, raising his three sons, and the children he coaches in community sports.

Peter earned a BA in Economics and Law from Carleton University in 1985. In 1987, he became the Director of Sales and Marketing at Strathroy Foods, and then later went on to form Food Alliance, a private label food distribution specialist with offices in London and Toronto.

"I've experienced 3 generations of family business where optimal wealth planning services were overlooked. This propelled me to structure a new model that would help secure the future wealth of our clients."

Bill Holmes

Strategic Technical Partner, MFA

Bill was originally sought out and recruited into the financial services industry 37 years ago after a successful professional basketball career. He was recruited with the specific purpose to of developing a practice expertise (and now an industry expertise) in working with business owners.

Bill has a passion for helping his clients and has become is a well-known specialist in tax-effective solutions for business owners, particularly in investment, retirement income and wealth transfer planning. As part of his passion for helping clients, as part of his commitment to client advocacy, Bill also speaks nationally on issues facing business owners with holding companies.

Regan Jewitt

Client Engagement Coordinator

Originally hailing from Burlington, Regan joined our team in December of 2020. A Masters graduate of Western University, Regan has a passion for popular culture, social media, and creative writing. Among other things, Regan is responsible for communication to and care of both new and existing clients and friends as her interest in financial planning for family businesses only continues to grow. With a background in next-level Customer Service and Assistant Teaching during her studies, Regan knows the difference that a simple interaction can make.

Regan will tell you that what she values most in life are "her people": she comes from a group of tight-knit siblings and values her relationships above all else. She can build rapport easily and makes a point to do so with those around her and in her daily interactions with our clients.

Outside of the office, Regan enjoys film, travel, and design. She has first-hand on-set experience and has enjoyed community outreach projects both locally and abroad. She has a background in competitive synchronized skating, and as a result, knows the importance of teamwork, practice, and commitment.

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