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Thane Stenner - Stenner Wealth Partners+

Investment Management · Canada

Website

About Thane Stenner - Stenner Wealth Partners+

at CG Wealth Management | Driven by your success.

Industry
Investment Management
Company size
2-10 employees
Headquarters
Canada
Company type
Privately Held

Stenner Wealth Partners+: Exclusive 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 US. AWARDS & ACCOLADES: • Wealth Professional 5-Star Advisory Team of the Year, 2025, 2023 and 2022 • Wealth Professional 5-Star Advisors - Western Canada 2023, Thane Stenner • Wealth Professional's 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 • Canada’s Top Wealth Advisors 2022, The Globe and Mail/Report on Business/SHOOK Research Ranking (National and Provincial Ranking), Thane Stenner • Wealth Professional 5-Star Advisor of the Year 2022 Winner (Western Canada & Quebec), Thane Stenner • Charitable Impact Foundation Awards’ 2022 Top National Philanthropic Wealth Advisor (Thane Stenner) and Team of the Year (Stenner Wealth Partners+) • Wealth Professional Awards 2022 ‘s Advisor of the Year – Alternative Investments (Excellence Awardee) • 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 TTop 50 Institutional Consultants List (#27) - Top 3 California-based teams in 2019 (#3) • Wealth Professional 2017 Top 50 Advisors in Canada (#2) and Top 50 Hot List • Wealth Professional 2016 Blackrock Award for Portfolio/Discretionary Manager of the Year (Finalist) and The Mandeville Award for Private Client Advisor of the Year (Finalist) • Wealth Professional 2015 The Mandeville Private Client Advisor of the Year (Finalist) • Wealth Professional 2014 Outstanding Wealth Management Practice • Five-Star 2012 Wealth Manager Award (Winner)

Specialties

  • investment management
  • wealth management
  • financial advising
  • investment consulting
  • portfolio management
  • philanthropy
  • liquidity event planning
  • family office resources
  • wealth plans
  • estate planning
  • tax planning
  • cash management
  • investment banking
  • ultra high net worth individuals
  • concentrated stock diversification
  • and impact ESG investing

Company locations

  • Canada, CA

  • 40 Temperance St, Suite 2100, Toronto, Ontario M5H 0B4, CA

  • 1133 Melville St, Suite 1200, Vancouver, British Columbia V6E 4E5, CA

Locations listed on the company profile. These may include offices outside Canada, and not every location is hiring.

On LinkedIn

People linked to this company
10

People who list this company on LinkedIn, not a verified employee count. Figures reflect the saved company profile.

Employer category

Other employer

Estimated from the company profile. This category has not been confirmed by the employer.