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Peter Lochead, Founder and Principal of One London Group, Senior Wealth Manager, CIBC Wood Gundy
One London Group, CIBC Wood Gundy
Suite 2200, 255 Queens Avenue, London, Ontario N6A 5R8
Team Assets (Custodied)
$459-million
Typical Size of Household Accounts
$750,000 -
$15-million
Minimum Account Size for New Business
$1-million
Typical Net-Worth of Relationships
$2.5-million -
$10-million
Peter Lochead is the founder and principal of One London Group at CIBC Wood Gundy, a wealth advisory team for high-net-worth families. The team’s stewardship of their client’s wealth, while practicing a philosophy of “winning by not losing”, allows their clients to grow, protect and distribute their wealth over multiple generations.
One London Group has had the privilege of continuously earning the trust of their clients for over 41 years. Peter, along with his trusted team and partners—Barry Gray, Peter McIntosh and Josh Melchers—provide customized advice to their valued clients. The team proactively engages with clients to provide them with a high level of service and planning for their future.
“Peter and One London Group embody a client-centric approach, always acting in the best interest of their clients even before the word ‘fiduciary’ became fashionable in the industry,” says Brian Mills, District Branch Manager at CIBC Wood Gundy in London.
For Peter’s team, long-term performance is the fundamental guiding principle. They provide proper diversification and risk management, emulating larger successful pension plans. One London Group invests in businesses that will continue to grow their earnings and increase their dividends.
As Wayne Gretzky always said, “You want to go where the puck is going, not to where the puck has been.” By remaining proactive rather than reactive, the team constructs portfolios that will endure through future economic cycles.
Clients feel comfortable knowing they have the backing of an established financial institution, as well as the tailored service and deep relationship of a dedicated team.
Peter and his team undertake an in-depth process to better understand their clients’ objectives. This gives clients access to a personalized holistic planning process that encompasses financial, retirement, insurance, tax and estate planning.
During his career at CIBC Wood Gundy, Peter and his team have consistently been among the top 10 advisory practices in the firm. Most recently, the team received a 10 out of 10 from their own clients on the firm’s most recent quarterly Net Promoter Score—a survey that measures client satisfaction.
Throughout his career, Peter has been a proud sponsor of many community charities including Minor Hockey, London Health Sciences Centre, Make a Wish Foundation, The London Food Bank and the Canadian Cancer Society. Participating in the Climb for the Cure while summitting Kilimanjaro typifies Peter’s passion for success, the community, his team and his clients.
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