TORONTO, November 16, 2022 (Newswire.com) - Senior Portfolio Manager and Senior Wealth Advisor Thane Stenner of Stenner Wealth Partners+ at CG Wealth Management Canada was recognized as one of Canada's Top Wealth Advisors in 2022 in both the national and provincial (British Columbia) rankings. The annual list published by Report on Business ranks the most successful and effective wealth advisors in the country and is launched by Globe & Mail in partnership with SHOOK Research.
"I am deeply humbled and honored by this recognition that affirms our collective commitment and strength of Stenner Wealth Partners+," says Mr. Stenner. "We manage the best in ultra-high-net-worth clients and are continuously grateful for the continued success and growth we see as leaders in the industry."
SHOOK Research helps investors identify the best wealth advisors for their needs and seeks to promote best practices and advice in the industry. The 2022 annual ranking selects advisors based on nominations made by their respective firms and considers qualitative and quantitative elements such as client retention, industry experience, and growth rates.
Stenner Wealth Partners+ is an award-winning team of dedicated investment consultants and portfolio managers who collectively have a combined 85 years of experience preserving and efficiently managing key client relationships across Canada and the United States. Stenner Wealth Partners+ at CG Wealth Management is a national advisory team with Canada's largest independent wealth management firm. Stenner Wealth Partners+ at CG Wealth Management Canada engages with clients who have a net worth of generally at least $25M or have a minimum of $10M CAD of investment capital.
Thane Stenner is cross-border licensed in USA and Canada via FINRA and IIROC. He previously acted as a Managing Director, International Client Advisor, Institutional Consulting Director, and Alternative Investments Director at Morgan Stanley Wealth Management, where he led his team in managing portfolios for ultra-high net worth clients. He graduated cum laude from Arizona State University and attended Harvard Business School's Executive Program. Mr. Stenner has recently launched a podcast entitled—Smart WealthTM with Thane Stenner—published by BNN Bloomberg Brand Studio.
Source: Stenner Wealth Partners+