Thane Stenner, CIM®, FCSI®

Thane Stenner, CIM®, FCSI® is a Canada-based Senior Portfolio Manager and Senior Wealth Advisor of Stenner Wealth Partners+ at CG Wealth Management Canada and CG Wealth Management USA. He has spent more than 25 years understanding and managing the unique financial complexities facing wealthy investors, family offices, and institutional fiduciaries in North America. He is cross border licensed with FINRA in the USA and with CIRO in Canada. Thane is a Fellow of the Canadian Securities Institute (FCSI®), the highest Canadian Securities Institute designation and Chartered Investment Manager (CIM®), the recognized standard for portfolio management.

As a prior member of the Morgan Stanley/Graystone Consulting Advisory Board, he continually raises the bar for customized and strategic investment solutions. Throughout his career, he and his team have achieved numerous national and international awards and recognition for their work as Wealth Advisors serving ultra-high net worth entrepreneurs/families, C-Suite executives, family offices, and charitable organizations. He was recently recognized in Wealth Professional 2022 Awards for the following: National Rank #6 Top Advisor in Canada; 5-Star Top Investment Advisor in Western Canada; 5-Star Advisory Teams 2022 and an Excellence Awardee in the ICM Asset Management Award for Advisor of the Year - Alternative Investments category. Thane's team also received the 2022 Top National Philanthropic Wealth Advisor Team of the Year from Charitable Impact Foundation Awards for facilitating over 90 donations totaling over $80M for donors across Canada in 2021 alone. He was also featured in Exeleon Magazine's "Most Influential Leaders in Finance to Follow in 2022", The CIO Today's "Most High Impact Leaders Making A Difference in 2022" and in The Top 100 Magazine’s “Top 100 in Finance in 2021. He was also the #2 nationally ranked Advisor in Canada by Wealth Professionals in 2017, Outstanding Wealth Management Practice by Wealth Professionals in 2014, and winner of the Five-Star Wealth Management Award in 2012.

Thane previously acted as a Managing Director, International Client Advisor, Institutional Consulting Director, and Alternative Investments Director at Morgan Stanley Wealth Management. Thane’s team was the #1 ranked California-based team on the Barron’s Top 50 Institutional Consultants Nationwide List in 2020, and #3 ranked California-based team in 2019. He is also the Founding Member, Chairman Emeritus and former Managing Director of TIGER 21 Canada. TIGER 21 is an exclusive North American peer to peer network of high net worth investors with approximately 1000+ members who collectively manage in excess of $100B USD in assets. Thane was previously a TIGER 21 Global Advisory Board Member. 

Stenner Wealth Partners+ is a high-touch Investment/Wealth Advisory team, growing its practice annually with only key 6-8 high quality new relationships with clients who generally have a minimum $10M+ CAD investment capital or a net worth of at least $25M+. It has 45 key client relationships across Canada and the US by design. Our clients range in net worth from $25M CAD to $2.5B.

Listen and watch Thane’s podcast here

Contact :

www.stennerwealthpartners.com/
swp@cgf.com
1.833.783.6637
1.833.STENNER (Numéro sans frais Canada)
1.833.STENNER (Numéro sans frais États-Unis)
https://www.linkedin.com/in/thane-stenner/