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 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
• Wealth Professional 5-Star Advisory Team of the Year 2022
• 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)
Company Details
- Employees
- 10
- Address
- Canada, Ca
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Keywords
- 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, impact ESG investing.
- HQ
- Canada
Thane Stenner - Stenner Wealth Partners+ Questions
Thane Stenner - Stenner Wealth Partners+'s website is https://stennerwealthpartners.com/
Thane Stenner - Stenner Wealth Partners+'s LinkedIn profile is https://ca.linkedin.com/company/stenner-wealth-partners
Thane Stenner - Stenner Wealth Partners+ has
10 employees.
View email and phone details for 10
employees at Thane Stenner - Stenner Wealth Partners+.
Thane Stenner - Stenner Wealth Partners+'s industry is
Investment Management
Thane Stenner - Stenner Wealth Partners+'s top competitors are
Canaccord Genuity Wealth Management Canada,
The Alchemy Group,
Leith Wheeler Investment Counsel Ltd.,
Pacifica Partners Inc | Capital Management,
Thane Municipal Corporation (Tmc),
Canaccord Genuity Group Inc.,
Invest Offshore,
Canadian Family Offices,
Tiger 21,
Nicola Wealth.
Thane Stenner - Stenner Wealth Partners+'s categories are Investment Management
