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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

One London Group

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Address 255 Queens Avenue Suite 2200 London ON, N6A 5R8
Telephone Number (519) 640-7700
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Events

2023 Economic Update with Benjamin Tal

2023 Economic Update with Benjamin Tal

Jan 12, 2023 06:30 PM Eastern Standard Time - Jan 12, 2023 09:00 PM Eastern Standard Time

The Economic Picture: Where in the World Are We?

Please join us for our upcoming 2023 Economic Update with Benjamin Tal, Deputy Chief Economist of CIBC World Markets Inc, on Thursday, January 12th at 6:30pm. 

This event will be held in-person at Sunningdale Golf and Country Club. Capacity is limited, so registration is required for attendance. 

We look forward to seeing you then!

 

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Our strength comes from combining our knowledge of financial markets with our knowledge of you.

 

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.

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.

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Our Team

Peter Lochead

Peter Lochead

Senior Wealth Advisor
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Barry Gray

Barry Gray

Senior Wealth Advisor
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Peter Mclntosh

Peter McIntosh

Wealth Advisor
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Josh Melchers, CPA, CA

Wealth Advisor
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Sandra Lochead

Sandra Lochead

Financial Associate
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Phyllis Knost

Phyllis Knost

Client Associate
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Natasha Arca

Natasha Arca

Financial Associate
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Emma Paul

Administrative Assistant
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Celine Charles

Client Associate

Sean Teasdale

Administrative Assistant

Alex Turko

Administrative Assistant
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Contact us

Address

255 Queens Avenue
Suite 2200
London, ON N6A 5R8
Telephone number: (519) 640-7700
Toll-free: 1 (800) 265-5982
Fax: (519) 663-5037
 

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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc.(“ISI”), CAM and credit products. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.