Who We Are

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 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.

Having spent many years working in the financial industry, Christine has true appreciation for the value of client relationships. Time sensitivity, confidentiality, efficient handling of client inquiries, support to the advisors and earned trust are the backbone of Christine’s beliefs and best practices. Christine is an active volunteer at the Canadian Mental Health Association, is a mom of three teenagers, and is an avid traveler.