Thane Stenner Stenner Wealth Partners+

Investment Management · 2 Employees
Email Address: swp@cgf.com
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About
Stenner Wealth Partners+: Exclusive, Award-Winning Wealth Advisors for Investors with generally at least $10+ Million of Investment Capital or $25+ Million Net Worth. It is an in person/virtual advisory team that specializes in this wealth segment across Canada and the USA. Awards and Recognitions: ➡️ Wealth Professional Awards 2023 – Top Advisor of the Year – Western Canada ➡️ Wealth Professional Advisory Team of the Year (10+ Staff) ((Excellence Awardee) 2023 ➡️ Wealth Professional's Advisor of the Year – Alternative Investments (Excellence Awardee) 2023, Thane Stenner ➡️ Wealth Professional Top 50 Advisors 2023, Thane Stenner ➡️ The Globe and Mail/Report on Business/SHOOK Research Ranking (both National and Best in Province lists) 2022 ➡️ Wealth Professional Awards 2022 – Top Advisor of the Year – Western Canada and Quebec ➡️ Wealth Professional Awards 2022 - Top Advisory Team of the Year ➡️ Excellence Awardee, Wealth Professional 2022 Awards ICM Asset Management Award for Advisor of the Year- Alternative Investments category ➡️ Charitable Impact Foundation Awards' Top National Philanthropic Wealth Advisor Team of the Year (2022) ➡️ Wealth Professional 2022 Top 50 Advisors in Canada (#6) ➡️ Barron's 2020 Top 50 Institutional Consultants List (#8) - Top Ranked California-based team in 2020 (#1) ➡️ Barron's 2019 Top 50 Institutional Consultants List (#27) - Top 3 California-based teams in 2019 (#3) ➡️ Wealth Professional 2017 Top 50 Advisors in Canada (#2) ➡️ Wealth Professional 2017 Top 50 Hot List Social Media Disclaimer This social media network is an independent organization and is not affiliated with Canaccord Genuity Wealth Management. Views expressed via social media posts are the current opinion of the author, and not necessarily those of CG Wealth Management. The author's opinions are subject to change without notice. The information contained was received from sources believed to be reliable, but accuracy is not guaranteed.
Year Founded
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Industry
Investment Management
HQ Location
Canada, CA
Keywords
investment managementwealth managementfinancial advisinginvestment consultingportfolio managementphilanthropyliquidity event planningfamily office resourceswealth plansestate planning
Location
  • Canada, CA

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