Stenner Wealth Partners+ is an in person/virtual Multi-Family Office/OCIO Team of financial/wealth specialists with a boutique approach and global perspective servicing Canadian and US investors/households, family offices and foundations, with generally a minimum of 10M+ in investable assets or 25M+ net worth.
As a CG Wealth Management team, SWP+ is a highly exclusive practice team with one of Canada’s largest independent wealth management firms. Canaccord Genuity/CG Wealth has $110.4B CDN in Client Assets under management globally.
Client Range of Net Worths: Between $25M To $2.5B+. New Client Engagements: Strategically on-boards only 6-8 new key relationships annually. Licensed with FINRA in the United States and CIRO in Canada.
