Senior Portfolio Manager and Senior Wealth Advisor, Thane Stenner has been listed as one of the top 50 Advisors in Canada for the 2023 Wealth Professional Awards.
(PRUnderground) March 15th, 2023
Senior Portfolio Manager & Senior Wealth Advisor Thane Stenner at Stenner Wealth Partners+ of CG Wealth Management Canada has been listed as one of the Top 50 Advisors by Wealth Professional Awards 2023, showcasing his unwavering commitment and unparalleled expertise in advising ultra-high-net-worth individuals.
The distinguished group of honorees represents seven provinces across Canada, collectively managing a staggering $30 billion in assets over the past year. Nominees were selected based on their qualifications, assets under management (AUM), client expansion, and financial advisor certifications that go beyond a bachelor’s degree and basic securities license.
“It is an immense privilege to be included in this illustrious roster of top wealth advisors in Canada,” Mr. Stenner remarked. “This recognition is truly humbling, and it underscores the exceptional capabilities of the best advisors in the industry. This honor serves as a testament to our commitment at Stenner Wealth Partners+ to deliver unparalleled wealth management solutions for our esteemed clientele.”
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. As a CG Wealth Management team, Stenner Wealth Partners+ is a national advisory team with Canada’s largest independent wealth management firm. Stenner Wealth Partners+ 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. Previously, he 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. Stenner’s unique expertise and knowledge has been featured across several business news outlets including, the Globe & Mail, Financial Post, CNBC & BNN Bloomberg.
For more news and information about Thane Stenner, please visit https://stennerwealthpartners.com/. You can also find him on Twitter and LinkedIn.
The post Thane Stenner Recognized by Wealth Professional in Top 50 Advisors List first appeared on PRUnderground.
Original Press Release.