Tyler Gray, CFP®
One London Group is a wealth advisory team for high net worth families. Through our One London Group wealth management process, we help families bring clarity and actionable planning to their financial goals.
Our team One London Group has been investing for clients who have placed their trust with us for in excess of 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. Some members of our team have been with us over 25 years and that's comforting when clients can call up. There's more than just an answering machine or a voice at the end, there's [00:00:30] a person there, whether it be me or one of our intrusted team members. And if they ask for something, they don't have to wait a day. 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. And if you think of it, most clients don't call a pension and ask them in a downturn, you know, 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 [00:01:00] a portfolio that'll weather through good markets and bad markets. So being proactive rather than being reactive. Where 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 [00:01:30] are. Working with our team, we have a financial planner that constructs a long term plan. We have an estate planner to ensure that there's the inter-generational transfer of wealth. Clients 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 and the next generation are continuing to be able to enjoy the fruits of the parent's long term efforts.
Clients are looking to have a relationship that [00:02:00] they can feel comfortable with. An advisor that they know that they can count on and that's important us.
Beutel Goodman Luncheon
Apr 27, 2023 12:00 PM Eastern Daylight Time - Apr 27, 2023 02:00 PM Eastern Daylight Time
One London Group invites you to attend our luncheon; The Case For Canadian Equities, featuring guest speaker, Vim Thasan, MBA, CFA, FSA, Vice President, Canadian Equities, for insights and opportunities in the Canadian market.RSVP
Women & Wealth Brunch
Mar 08, 2023 10:30 AM Eastern Standard Time - Mar 08, 2023 12:00 PM Eastern Standard Time
Celebrate International Women’s Day with us, as we learn from CIBC Trust Corporation’s very own Lori Strong. Lori is a Senior Trust and Estate Consultant, who will offer insights on topics such as factors to consider in your estate plan, choosing an executor, designating beneficiaries, the importance of a power of attorney, and much more!
If you would like to bring a friend or family member with you, please do not hesitate to share the event details.
Please have all parties RSVP to firstname.lastname@example.org by February 20, 2023.RSVP