Skip to Main Content

Portfolio Management

With decades of combined investment experience, the SWP+ team has a proven track record of investment excellence in the construction and implementation of discretionary client portfolios.  With unparalleled access to investment solutions such as Private and Alternative Assets, our team is able to construct portfolios that are poised to provide healthy risk-adjusted returns regardless of overall market volatility.

 

Wealth Plans

An effective Wealth Plan acts as a roadmap and enables you to navigate through the issues and ideas related to wealth stewardship. Working with the SWP+ team, and the added expertise of Canaccord Genuity Wealth Management, we can help to guide you in the strategic decision making that influences both current prosperity and the prosperity of future generations. The guiding document for this Wealth Plan is a comprehensive Investment Policy statement which our team will construct under your guidance and update on a recurring basis.

 

Philanthropy

A common characteristic of SWP+ clients is their generous spirit. Optimizing the structure of your charitable donation by using relevant, practical, and tax preferred strategies can result in your favourite philanthropic associations getting the most out of your gift, while also yielding an ideal outcome for the donor’s perspective.

         

Estate Planning

What kind of legacy will you leave behind? A well-structured estate plan gives you peace of mind knowing that loved ones will be taken care of in an organized fashion for generations to come. Our team of experienced estate planning professionals can help you integrate your philanthropic and charitable decisions, maximize the value of your estate, and create a tax efficient investment plan that will ensure a smooth transition to future generations.

 

Business Succession

If you’re approaching a liquidity event or are in the stages of planning the succession of your business, SWP+ has the experience, professional team, and resources to guide you through the process and can help you prepare for the transition from business owner to steward of your wealth. We have helped numerous clients through this entrepreneurial transition in both Canada and the United States.

 

Cross-Border Investment Solutions

As dual registrants with both IIROC in Canada and FINRA in the United States, our team is in a unique position to help clients with residency, investment, or tax concerns that span North America in their planning and efficient application. Our network of professional advisors also offers unparalleled third-party expertise.

         

Personalized Financial DNA Survey

The SWP+ Team and our Clients all construct a Financial DNA profile to better understand their investor personality. The survey entails a comprehensive series of questions and hypothetical scenarios based on your financial goals, risk tolerance, and professional personality to produce an investor profile unique to you. This is not a test, but a tool to help better understand your thought process when it comes to making financial decisions.

 

Aggregated Performance Reporting

Stenner Wealth Partners+ offers all of its clients aggregated performance reporting through its exclusive access to the Addepar reporting software. This software allows us to aggregate data from all of your holdings, regardless of custody between firms or across borders. One consolidated performance figure for your regular client reports.

 

Canadian/Global Investment Research

As a Canaccord Genuity Wealth Management (CGWM) team, SWP+ is part of the largest independent wealth management firm in Canada. CGWM maintains 130+ research professionals dedicated to fundamental and technical market analysis across various international markets. Learn more by clicking on Investor Resources => Investment Research tab above.

 

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.