Profile
"West Oak’s success has come from always putting our clients’ best interests first and always finding ways to improve and add more value to them"
Andrew mcquiston,
west oak family office, wellington-altus private wealth
With a storied, multi-decade career as one of Canada’s most sought-after wealth managers dealing with Canada’s most successful entrepreneurs, family offices, families, and charitable foundations, Thane Stenner is a man who needs no introduction in the wealth management space.
The eldest son of a veteran wealth advisor, Stenner leads an award-winning team of wealth specialists at Stenner Wealth Partners+ of Canaccord Genuity, which caters to clients across Canada whose net worth ranges from $25 million to $2.5 billion+ with a minimum household account size of at least $10 million. His team takes pride in engaging with only six to eight new key clients a year to be able to focus on delivering exceptional service to their exclusive clientele. He also shares his financial expertise via his own successful SmartWealth podcast on BNN Bloomberg, and is a recognized expert in philanthropy, multigenerational planning, and other subjects of interest to the top 1/10th of 1% of wealth creators and inheritors.
“My father was a wealth advisor for almost 50 years,” he says. “I remember growing up, there’d always be talk about investments and the markets during mealtimes. So that’s really what got me fired up and thinking I could make a career out of this.”
His father’s master class extended well past the kitchen table. Aside from mentorship, Stenner got the privilege of meeting some of the most highly regarded names in the world of wealth management, including Sir John Templeton, Warren Buffett, and Peter Lynch. He officially entered the industry by working at his father’s practice, though that collaboration was short-lived.
“I was the oldest of six kids, so I had an independent streak in me,” he says. “I could have taken over my father’s practice, but I just felt like I needed to be my own person.”
That decision brought him to Scotia McLeod in 1989, where he built his own practice completely from scratch. From there, he went on to senior roles at Merrill Lynch, CIBC Wood Gundy, and Richardson GMP, and earned various prestigious designations. In 2010, he also became the founding member, chairman emeritus, and former managing director of TIGER 21 Canada, which is part of an exclusive peer-to-peer network of North American high-net-worth investors who collectively manage more than US$100 billion in assets.
“You’ve got to make sure you’re making money for clients, but the most important thing is to actually protect clients’ capital first,” he says. “I think we’ve done a great job doing that over the last 30-plus years across numerous market cycles.”
In 2017, he was recruited down to Morgan Stanley as a managing director in the US, where he headed the StennerZohny Group of Graystone Consulting. During the course of his four years there, his team advised on more than US$20 billion in assets, and was recognized in 2020 as the top-ranked California-based team on Barron’s Top 50 Institutional Consultants Nationwide List.
“I spent four years down there learning and pushing myself professionally,” he says. “It’s like the NFL down there compared to the CFL here, and we were able to accomplish some very good things before coming back.”
Now in his mid-50s, he plans to maintain exceptional standards of client service at his practice while continuing to evolve his team. Over the next decade, he intends to grow Stenner Wealth Partners+ into a 30-person professional practice.
“I’m continuing to mentor people and making sure to invest heavily in individual and team performance coaching,” Stenner says. “It may sound simple, but as someone very blessed to be dealing with some of Canada’s most successful families, entrepreneurs, family offices and foundations, I think we as professionals have to continue staying sharp and on our game to serve them at the highest level.”
609 Granville Street, Suite 2200, Vancouver, BC V7Y 1H2
Toll-Free: 1.833.783.6637
SWP@cgf.com
linkedin.com/in/thane-stenner
https://stennerwealthpartners.com/contact-us
Thane Stenner,
Senior Portfolio Manager and
Senior Wealth Advisor
Stenner Wealth Partners+ of Canaccord Genuity Wealth Management
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2020–present
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Deputy Principal at Australian Christian College - Southlands
Doctor of Education
2020–present
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Ted Talk in collaboration with key media
2001
2010
2017
2020
2021–present
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Ted Talk in collaboration with key media
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Ted Talk in collaboration with key media
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Ted Talk in collaboration with key media
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2001
2010
2017
2020
2021–present
Read on
Special Report
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2021–present
2020
2017
2010
2001
2021–present
Insurance Business Magazine | Key Media
• AWARD-WINNING PODCAST HOST ON BNN BLOOMBERG, “SMART WEALTH WITH THANE STENNER”
• WEALTH PROFESSIONAL 2022 TOP 50 ADVISORS IN CANADA (NATIONAL RANK #6)
• CHARITABLE IMPACT FOUNDATION AWARDS' 2022 TOP NATIONAL PHILANTHROPIC WEALTH ADVISOR TEAM OF THE YEAR (FOR FACILITATING 90 DONATIONS EXCEEDING $80M FOR DONORS ACROSS CANADA IN 2021 ALONE)
• WEALTH PROFESSIONAL 5-STAR ADVISORY TEAMS 2022
• WEALTH PROFESSIONAL AWARDS 2022 'S ICM ASSET MANAGEMENT AWARD FOR ADVISOR OF THE YEAR – ALTERNATIVE INVESTMENTS (EXCELLENCE AWARDEE)
2021–present
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2020
Human Resources Magazine | key media
No. 1 ranked California-based team on the Barron’s Top 50 Institutional Consultants Nationwide List
2020
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2017
Human Resources Magazine | key media
• MANAGING DIRECTOR, INTERNATIONAL CLIENT ADVISOR, INSTITUTIONAL CONSULTING DIRECTOR, AND ALTERNATIVE INVESTMENTS DIRECTOR AT MORGAN STANLEY WEALTH MANAGEMENT
• WEALTH PROFESSIONAL 2017 TOP 50 ADVISORS IN CANADA (NATIONAL RANK #2)
• WEALTH PROFESSIONAL 2017 TOP 50 HOT LIST
2017
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2010
Human Resources Magazine | key media
Founding member, chairman emeritus and former managing director of TIGER 21 Canada (TIGER 21 is an exclusive North American peer-to-peer network of high-net-worth investors with 1,000 members who collectively manage in excess of US$100B in assets)
2010
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2001
human resources | key media
Author of an international best-selling book titled True Wealth: An Expert Guide for High-Net-Worth Individuals (and Their Advisors), which sold 20,000 copies globally
2001
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Milestones
2012
2014
2015
2016
2012
human resources | key media
FIVE-STAR 2012 WEALTH MANAGER AWARD (WINNER)
2012
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2014
human resources | key media
• WEALTH PROFESSIONAL 2014 OUTSTANDING WEALTH MANAGEMENT PRACTICE
• FIVE-STAR 2012 WEALTH MANAGER AWARD (WINNER)
2014
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2015
human resources | key media
• WEALTH PROFESSIONAL 2015 THE MANDEVILLE PRIVATE CLIENT ADVISOR OF THE YEAR (FINALIST)
2015
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2016
human resources | key media
• 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)
2016
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2015
2016
2014
2012
2012
FIVE-STAR 2012 WEALTH MANAGER AWARD (WINNER)
2012
2014
WEALTH PROFESSIONAL 2014 OUTSTANDING WEALTH MANAGEMENTPRACTICEFIVE-STAR 2012 WEALTH MANAGER AWARD (WINNER)
2014
2015
WEALTH PROFESSIONAL 2015 THE MANDEVILLE PRIVATE CLIENT ADVISOR OF THE YEAR (FINALIST)
2015
2016
• 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)
2016
2012
2014
2015
2016
Ted Talk in collaboration with key media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2012
FIVE-STAR 2012 WEALTH MANAGER AWARD (WINNER)
2012
Ted Talk in collaboration with key media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2014
WEALTH PROFESSIONAL 2014 OUTSTANDING WEALTH MANAGEMENTPRACTICEFIVE-STAR 2012 WEALTH MANAGER AWARD (WINNER)
2014
Ted Talk in collaboration with key media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2015
WEALTH PROFESSIONAL 2015 THE MANDEVILLE PRIVATE CLIENT ADVISOR OF THE YEAR (FINALIST)
2015
Ted Talk in collaboration with key media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2016
• 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)
2016
CIM®, FCSI®
CIM®, FCSI®
CIM®, FCSI®