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[On screen: The introduction showcases the prestigious One London Place, a towering edifice of professionalism, followed by a serene aerial view of the city's green parks and bustling streets, reflecting a blend of nature and urban life. This shifts to a close-up of a refined leather-bound portfolio embossed with the distinguished One London Group logo. ]

 

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[On screen: Peter Lochead, First Vice-President, Investment Advisor at One London Group | CIBC Wood Gundy, speaks with confidence and clarity. In a well-appointed office, behind him is a globe and a bookshelf, echoing his global perspective and knowledge. His attire is a classic dark suit with a purple tie. ]

 

PETER LOCHEAD: Our team, One London Group, has been investing for our clients who have placed their trust with us for an excessive 35 years. The great part about our business is the relationships you develop with clients. You're working with the clients, sometimes 10, 20, 30 years. You get to know them well. They get to know us well. They get to know our team members.

 

[On screen: Team members engaging in thoughtful discussion around a conference table, showcasing a diverse and attentive group. A focused side-view of an experienced advisor followed by a snapshot of a member conversing on the phone. ]

 

PETER: Some members of our team have been with us over 25 years. I think that's comforting when clients can call up, there's more than just an answering machine or a voice at the end of it, there's a person there. Whether it be me or one of our entrusted team members. If they ask for something, they don't have to wait a day.

 

[On screen: Peter is in a moment of concentration, speaking on the phone. He then reviews complex financial data on multiple screens. ]

 

PETER: They're going to get that same service that they can count on that they've had for 30 years. We're after the long-term performance, we're here to emulate what a pension does. If you think of it, most clients don't call a pension and ask them in a downturn, "Are you going to sell my investments?" We're after companies that will continue to grow their earnings, continue to increase their dividends.

 

We're constructing a portfolio that'll weather through good markets and bad markets. Being proactive rather than being reactive. As Gretzky always said, "You want to go to where the puck's going, not to where the puck's been."

Clients feel comfortable in the sense that they've got the backing of a very solid financial institution, but they also have the personalized service and the depth and the relationships of a small team. It's an in-depth process we go through trying to get a better understanding of what the client's objectives are. Working with our team, we have a financial planner that constructs a long term plan.

 

[On screen: "In a series of candid moments, the collaborative spirit of the team is brought to life. Around a sunlit conference table, team members, diverse in expertise, are seen engaging in meaningful dialogue, their expressions ranging from focused concentration to relaxed engagement, illustrating a dynamic exchange of ideas. In a bright, modern office, advisors convene over documents. The interactions are interspersed with thoughtful one-on-one conversations, where advisors are seen listening intently, advising confidently, and sharing insights, showcasing a personalized approach to financial planning. ]

 

PETER: We have an estate planner to ensure that there's the intergenerational transfer of wealth. Clients have worked hard to build up their wealth, so we want to ensure it moves from one generation to the other as tax-efficiently as possible.

That clients in the next generation are continuing to be able to enjoy the fruits of the parents' long-term efforts. Clients are looking to have a relationship that they can feel comfortable with, an advisor that they know that they can count on, and that's important to us.

 

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[Text on screen: CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc. Insurance services are available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are available through CIBC Wood Gundy Financial Services (Quebec) Inc.

“CIBC Private Wealth” is a trademark of CIBC, used under license. “Wood Gundy” is a registered trademark of CIBC World Markets Inc. ]