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“As an entrepreneur, I’ve appreciated SWP+’s purposeful and business-like approach to wealth management. They had a clear process when onboarding me as a client: they developed a personalized strategic wealth plan, connected me with specialists in fields of philanthropy and insurance, and continue to prioritize having a high level of communication with me and my family. They are highly trustworthy strategic advisors and I now feel as though I have a long term investment strategy in place that reflects my lifestyle, protects my wealth, and grows over time.”

- Mr. J.W. (Business Owner)

"I have had the pleasure of working with Thane and his team for a number of years and throughout all our dealings I was very impressed with their approach in planning their clients’ financial futures. Their due diligence is thorough and stringent, their research leaves no stone unturned, and their investment strategy is transparent and risk adverse. They are also highly “tax-aware” in their approach. I also appreciate the personal communication that his team engages in, both with the clients and third party advisors, as this has a direct impact on us serving our client base.”

- Mr. R.C. (Business Owner, CPA)

“Having used a number of different investment and wealth advisors, SWP+ really uses a different and broader approach than most advisors. In addition to the conventional matching of "risk profile" to investment strategy, they very much explore and consider the total life plans of the investor including succession planning, estate considerations, tax implications, and family dynamics. As a result, I think the outcome is better matched to the broader needs of the investor.”

- Mr. G.M. (Business Owner, Philanthropist)

“Thane Stenner and Stenner Wealth Partners+ have been my investment advisor and family office provider since 2006. Over the years I have been impressed by Thane and his team’s professional and proactive approach to investment management. In recent years I have moved more of my and my family’s holdings into their care and trust them to guide our family through our succession issues. I highly recommend Thane and his team to anyone requiring pragmatic investment advice.

- Mr. & Mrs. D. (CEO, Wealth Owners)

“I have worked with Thane and his team for a number of years and have been extremely impressed by the level of caring and professionalism that they express in working with their clients. In addition to great service they demonstrate a high level of technical expertise in managing their clients investment assets. The Stenner Wealth Partners+ team understand and therefore can embrace the challenges facing individuals and families stewarding significant wealth, making them a valuable resource beyond a pure investment management mandate. They provide an excellent balance of high touch service and technical acumen which sets them apart in their field and allows me to recommend Stenner Wealth Partners+ to others whole heartedly.”

- Mr. B.G. (President, Independent Insurance Broker)

“It is clear to me from working closely with Stenner Wealth Partners+ in a variety of professional and personal capacities that the group’s unparalleled reputation throughout Canada for delivering world-class ultra-high net worth and family office services is richly deserved. SWP+ is renowned for providing investment thought leadership and bespoke financial solutions for its exclusive group of clients while upholding the highest standards of integrity. I have been particularly impressed by SWP+'s ability to see around investment corners and by the group's commitment to act as true stewards of wealth--by providing clients with the advice and solutions that they need—as opposed to simply telling clients what they want to hear. Perhaps even more inspiring than the group’s investment acumen is that Thane has cultivated so many close, long-lasting personal relationships with his clients: this is a true testament to Thane’s warmth of personality, character, and integrity.

- Mr. S.D. (Managing Partner)

“I met Thane through TIGER 21 five years ago. I gained insight into his character, investment philosophies and impressive business perspective. Thane's team complement this approach with similar values, work ethic and professional execution. Two years ago I became a client and I have been very pleased with the personal interaction, investment opportunities, and results.The support team of Stenner Wealth Partners+ is very efficient and always a pleasure to deal with.

- Mr. K.M. (Entrepreneur)

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

Canaccord Genuity Wealth Management (USA) Inc. (“CGWM USA”) representatives and advisors may only conduct business with residents in states or jurisdictions where they are properly registered based on the services being provided. Not all investments and services mentioned on this website are available to clients of CGWM USA. This website may provide links to other Internet sites for the convenience of users. CGWM USA is not responsible for the availability or content of these external sites and does not endorse, warrant or guarantee the products, services or information described or offered at these other Internet sites.