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Awards and Recognitions

  • - Featured in The Top 100 Magazine's "Top 100 in Finance", Thane Stenner (2021)
  •  - Barron's 2020 Top 50 Institutional Consultants List (#8)
    • Top Ranked California-based team in 2020 (#1)

 

  •  - Barron's 2019 Top 50 Institutional Consultants List (#27)
    • Top 3 California-based teams in 2019 (#3)

 

  •  - Wealth Professional 2017 Top 50 Advisors in Canada (#2)

 

  •  - Wealth Professional 2017 Top 50 Hot List

 

  •  - Wealth Professional 2016 Blackrock Award for Portfolio/Discretionary Manager of the Year (Finalist)

 

  •  - Wealth Professional 2016 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)

 

Canaccord Genuity Wealth Management (USA) Inc., member FINRA and SIPC.

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