Thane Stenner, Stenner Wealth Partners+ of CG Wealth Management: Trusted Advisors

December 22, 2022
Contact Us and/or Subscribe to the Stenner Wealth Partners+ Newsletter

Founded by award winning wealth advisor, Thane Stenner, CIM®, FCSI®, Stenner Wealth Partners+ of CG Wealth Management (formerly Canaccord Genuity Wealth Management) accesses a plethora of third-party research providers in order to make informed, unbiased decisions about their clients' portfolio allocations.

Stenner Wealth Partners+ is an award-winning in person/virtual team of financial/wealth specialists with a boutique approach and global perspective servicing Canadian and US investors/households with generally a minimum of 10M+ in investable assets or 25M+ net worth. Collectively, the team has a combined 85 years of experience preserving and efficiently managing 43 key client relationships across Canada and the United States. As a CG Wealth Management team, Stenner Wealth Partners+  is a highly exclusive practice team with Canada’s largest independent wealth management firm. Over the last three decades of our careers, its team members have worked at key firms such as Morgan Stanley/Graystone Consulting, Merrill Lynch, CIBC World Markets, TD Bank, and Richardson Wealth, to name a few. This allowed them to develop an acute understanding of their client’s specific needs and tailor best-in-class solutions and strategies to help achieve their long-term financial objectives.

Their clients range in net worth from $25M CAD to $1B or greater. For households with investable assets below $10M, Stenner Wealth Partners+ will gladly make personal introductions to their trusted colleagues in Canada and the US. Stenner Wealth Partners+  is cross border licensed in USA and Canada via FINRA and IIROC.

"If you haven’t heard of Thane Stenner, you likely haven’t been paying much attention to the upper echelons of Canada’s wealth management industry. The founder of Tiger21 in Canada — a high-net-worth investor peer network — is one of the nation’s most sought-after wealth managers, whose clients’ net worth ranges from $25 million to $2.5 billion." (Canadian Family Offices Magazine, May 2022)

To learn more about Thane Stenner, visit https://www.linkedin.com/in/thane-stenner/

To learn more about Stenner Wealth Partners+ team, visit https://stennerwealthpartners.com/about-us

Email swp@cgf.com or call toll-free (North America) at 1.833.STENNER to set up a confidential introductory meeting.

You might also like

Finance
CSE - Canadian Securities Exchange: Always Invested

The Canadian Securities Exchange, or CSE, is operated by CNSX Markets Inc. Recognized as a stock exchange in 2004, the CSE began operations in 2003 to provide a modern and efficient alternative for companies looking to access the Canadian public capital markets.

Finance
Mulvihill ETFs: CBNK - Highest Yielding Canadian Bank ETF

Mulvihill Capital Management is a leading provider of yield-oriented investment funds that utilize option-based investment strategies to enhance yield and improve an investor's risk/return profile.

Content Broadcast on: BNN Bloomberg, CNBC, Bloomberg, FOX Business News, BIZTV, Reuters, YouTube and more!