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Senior Portfolio Manager & Senior Wealth Advisor, Thane Stenner, of Stenner Wealth Partners+ at CG Wealth Management Canada is a Fellow of the Canadian Securities Institute (FCSI®). The FCSI is...
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Senior Portfolio Manager & Senior Wealth Advisor, Thane Stenner, of Stenner Wealth Partners+ at CG Wealth Management Canada is a Fellow of the Canadian Securities Institute (FCSI®). The FCSI is the highest Canadia Securities Institute designation. He also holds the CIM® designation—Chartered Investment Manager—the recognized standard for portfolio management. A graduate of Arizona State University, Mr. Stenner is cross-border licensed by FINRA in the United States and CIRO (formerly IIROC) in his home country of Canada.
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Thane Stenner's Podcast
Thane Stenner's Podcast
1 AUG 2024 · Arizona State University alum, https://about.me/thanestenner, is the Senior Portfolio Manager & Senior Wealth Advisor of Stenner Wealth Partners at CG Wealth Management Canada. He is cross-border licensed by FINRA and CIRO, holding his credentials in Canada and the United States. He has assembled a highly talented team to manage portfolios for ultra-high-net-worth clients. He was previously established at Morgan Stanley Wealth Management. Mr. Stenner has been featured in business news outlets including Globe & Mail and BNN Bloomberg. Senior Portfolio Manager & Senior Wealth Advisor of Stenner Wealth Partners at CG Wealth Management Canada, Thane Stenner is a member of the Advisory Council to Management (ACTM) at CG Wealth Management. He continues to receive national and international recognition for his work and that of his team in serving ultra-high-net-worth clients including family offices, entrepreneurs, families, charitable organizations, and C-Suite executives.
27 MAY 2024 · Senior Portfolio Manager & Senior Wealth Advisor of Stenner Wealth Partners+ at CG Wealth Management Canada, https://about.me/thanestenner is cross-border licensed in Canada and the United States. Before this role, he was a Managing Director, Institutional Consulting Director, International Client Advisor, and Alternative Director at Morgan Stanley Wealth Management. He has built a successful team that manages ultra-high-net-worth portfolios. Mr. Stenner graduated at Arizona State University and participated in Harvard Business School’s Executive Program. Thane Stenner, CIM®, FCSI®, Senior Portfolio Manager & Senior Wealth Advisor of Stenner Wealth Partners+ at CG Wealth Management Canada, has built a career spanning 25+ years in the wealth management and advisory sector serving ultra-high-net-worth clients. He is cross-border licensed in the U.S. (FINRA) and Canada (CIRO).
28 FEB 2024 · Holding the position as Private Wealth Advisor, https://www.pinterest.ca/thanestenner/ is currently serving at Canaccord Genuity—a highly reputable investment and wealth management firm in the financial services industry. Mr. Stenner was also the Managing Director and Founding Member of Tiger 21 Canada— a premier, P2P learning network for high-net-worth investors.
12 DEC 2023 · https://clearvoice.com/cv/ThaneStenner is known as a shrewd investor and advisor for high-net-worth wealth portfolios. He is currently the Director & Senior VP of Stenner Wealth Partners+ at Canaccord Wealth Management. Mr. Stenner graduated cum laude from Arizona State University and attended Harvard Business School’s Executive Program. He has been acknowledged in Barron’s list of Top 50 Institutional Consultants in North America. Thane Stenner is Director of Stenner Wealth Partners+ at Canaccord Genuity Wealth Management where he oversees high-net-worth portfolios for a select clientele in Canada and the United States. Mr. Stenner is based in Vancouver, British Columbia, Canada and is the Senior Vice President of his firm.
20 OCT 2023
20 OCT 2023 · https://speakerhub.com/speaker/thane-stenner is the Director & Senior Vice President of Stenner Wealth Partners+ at Canaccord Wealth Management. A cum laude graduate from Arizona State University, Mr. Stenner attended Harvard Business School’s Executive Program. He manages portfolios for clients in the Bay Area and across Canada and assists family offices, institutional fiduciaries and investors. In 2019 & 2020, he was named one of Barron’s Top 50 Institutional Consultants in North America.
22 AUG 2023 · https://speakerhub.com/speaker/thane-stenner is the Senior Portfolio Manager and Senior Investment Advisor of Stenner Wealth Partners+ and where he manages portfolios for high-net-worth investors and is recognized as an industry thought leader. He deals with highly successful entrepreneurs—both private and public—as well as Family Offices, and he is known for his creative solutions for managing significant wealth.
10 SEP 2022 · Thane Stenner resides in Vancouver, British Columbia, Canada where he is Senior Investment Advisor for Stenner Wealth Partners+. A five-star wealth manager, Mr. Stenner is known as an industry expert and manages high-net-worth portfolios throughout Canada and the United States. He is a Peloton enthusiast and family man as well as Senior Portfolio Manager of Stenner Wealth Partners+.
16 AUG 2022 · Thane Stenner is the Senior Portfolio Manager and Senior Investment Advisor of Stenner Wealth Partners+ and where he manages portfolios for high-net-worth investors and is recognized as an industry thought leader. He deals with highly successful entrepreneurs—both private and public—as well as Family Offices, and he is known for his creative solutions for managing significant wealth.
12 JUL 2022 · Thane Stenner is known as a investor and advisor for high-net-worth wealth portfolios. He is currently the Senior Portfolio Manager and Senior Investment Advisor of Stenner Wealth Partners+ at Canaccord Wealth Management.
Senior Portfolio Manager & Senior Wealth Advisor, Thane Stenner, of Stenner Wealth Partners+ at CG Wealth Management Canada is a Fellow of the Canadian Securities Institute (FCSI®). The FCSI is...
show more
Senior Portfolio Manager & Senior Wealth Advisor, Thane Stenner, of Stenner Wealth Partners+ at CG Wealth Management Canada is a Fellow of the Canadian Securities Institute (FCSI®). The FCSI is the highest Canadia Securities Institute designation. He also holds the CIM® designation—Chartered Investment Manager—the recognized standard for portfolio management. A graduate of Arizona State University, Mr. Stenner is cross-border licensed by FINRA in the United States and CIRO (formerly IIROC) in his home country of Canada.
show less
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| Author | Thane Stenner |
| Organization | Thane Stenner |
| Categories | Business |
| Website | - |
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