VANCOUVER, British Columbia - September 28, 2022 - (Newswire.com)
Senior Portfolio Manager and Senior Wealth Advisor Thane Stenner of Stenner Wealth Partners+ (SWP+) CG Wealth Management Canada has been listed as one of the Top 50 Advisors by Wealth Professional Awards 2022 for demonstrating his dedication and expertise in ultra-high-net-worth wealth advising.
Honorees represent seven provinces throughout Canada and have collectively managed $30 billion in assets over the last year. Nominees were chosen based on their eligibility, assets under management (AUM), client growth, and certifications of the financial advisor beyond a bachelor's degree and basic securities license.
"It is an honor to be considered in this prestigious list as one of the top wealth advisors in Canada," says Stenner. "I am humbled by this recognition which highlights some of the best wealth advisors in the industry and proves how we at SWP+ are on the right track when it comes to managing wealth for our clients."
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. SWP+ engages with clients who have a net worth of at least $25 million and/or have a minimum $10 million CAD of investment capital.
Thane Stenner is the Senior Portfolio Manager and Senior Wealth Advisor of Stenner Wealth Partners+ at CG Wealth Management and 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. Stenner has recently launched a podcast entitled Smart WealthTM with Thane Stenner, published by BNN Bloomberg Brand Studio.
For more news and information about Thane Stenner, please visit https://stennerwealthpartners.com/. You can also find him on Twitter and LinkedIn.
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Original Source: Thane Stenner Ranked in Top 50 Advisors by Wealth Professional Awards 2022