SWP+ clients range in net worth from $25M CAD to $1B or greater.
Our team typically engages with clients whom have a net worth of at least $25M and have a minimum $10M CAD invested with our team.
SWP+ maintains a wide network of professional contacts and we are pleased to introduce accounts of $1-10M CAD to our trusted and capable colleagues.
SWP+ has a national practice with clients from Coast to Coast in Canada.
We also have select clients in the United States such as California, New York, and Florida.
Our clients enjoy access to exclusive Investment Banking and Pre-IPO Private investment opportunities.
San Francisco New York
Complete confidentiality and privacy for all client information at all times
Clients and interested parties can have access to our weekly newsletter
An active working relationship with your other trusted business professionals (legal, accounting, advisors, etc.)
Fully transparent and fully disclosed client fee schedules
Proactive regular client meetings at your desired frequency (monthly, quarterly)
24/7 access to your portfolio through our online investor portal
Regular consolidated customized portfolio reporting on all your assets
Tax-efficient solutions with management fees that may be tax-deductible for non-registered accounts
We work hard to help clients minimize their annual taxes from their investments
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.
Stenner Wealth Partners+