Headquarters:

Vancouver and Toronto

Year founded:

CG in 1950, Stenner Wealth Partners+ in 1995

Number of employees:

2,798 at CG, 14 at Stenner Wealth Partners+

Phone:

1 833 STENNER (783 6637)

Email:

SWP@cgf.com

Website:

StennerWealthPartners.com

LinkedIn:

linkedin.com/in/thane-stenner

“We prioritise embracing cutting-edge technologies, creative problem solving and continuous improvement to enhance our premium funding solutions and provide exceptional value to our clients”

Brett Bastow, IQumulate Premium FundinG

Thane Stenner, CIM®, FCSI®

Senior Portfolio Manager and Senior Wealth Advisor

Simon Jochlin, CIM®

Senior Wealth Advisor and Portfolio Manager

Julia Cheng, FMA®

Senior Wealth Advisor

Leadership

Thane Stenner is an expert wealth advisor with over 25 years of experience navigating the intricate financial landscapes of ultra-high-net-worth investors, family offices, and institutional fiduciaries across North America whose net worths range from $25 million to over $3 billion. As a former managing director, international client advisor, institutional consulting director, alternative investments director, and portfolio manager at Morgan Stanley/Graystone Consulting and founding member, chairman emeritus, and former managing director of TIGER 21 Canada, Thane has guided UHNW families and institutional clients across Canada, the US, and internationally. He is also a national bestselling author of the book, True Wealth: An Expert Guide for High-Net-Worth Individuals (and Their Advisors).

Senior Portfolio Manager and Senior Wealth Advisor

Thane Stenner, CIM®, FCSI®

Simon Jochlin is cross-border licensed with FINRA in the USA, and with CIRO in Canada and is involved in quantitative and statistical portfolio modelling, analytics, reporting and asset allocation. He helps to lead the client communications effort within the team, helping to quarterback a high-touch, client-centric wealth management process. Prior to joining Thane’s team, Simon was a financial advisor and financial planning specialist with Morgan Stanley and was an institutional consultant within Graystone Consulting, a separate business unit institutionally registered with Morgan Stanley Wealth Management Canada. He was also recognized as one of Wealth Professional Canada’s Young Guns in 2017.

Senior Wealth Advisor and Portfolio Manager

Simon Jochlin, CIM®

Julia Cheng has over 20 years of experience in the financial industry. She provides high standards of customer service to the ultra-high-net-worth clients of Stenner Wealth Partners+. She works closely with our investment team and is actively involved in helping to implement investment strategy. Julia brings an exceptional level of care and attention to detail on the investment execution platform for clients and leads the team in day-to-day administrative operations. She holds the Financial Management Advisor (FMA) designation and has completed many professional development courses including Professional Financial Planning and Derivatives & Options licensing.

Senior Wealth Advisor

Julia Cheng, FMA®

BRETT BASTOW, IQUMULATE PREMIUM FUNDINGs

Leadership

Jerome Li, CFA®, CIM®, FCSI®

Senior Portfolio Manager and Senior Wealth Advisor

Jerome Li brings over 25 years of industry experience. He is recognized consistently for performance excellence and exhibits strength in company-level analysis, capital markets, and client relations. Drawing from his investment-focused background, Jerome adds bench strength to the Stenner Wealth Partners+ portfolio management process and diligence framework. He focuses primarily on fundamental investment analysis, portfolio oversight, and construction. Jerome previously co-managed $625+ million of investment funds at a Canadian alternative asset management firm and held the positions of chief compliance officer and portfolio manager at a leading overseas alternative asset manager. He also supervised 19 branches at Raymond James and $8+ billion of managed account assets at CG Wealth Management.

Senior Portfolio Manager and Senior Wealth Advisor

Jerome Li, CFA®, CIM®, FCSI®

Becky Howarth

Wealth Advisor

Becky Howarth is an experienced wealth advisor in the financial industry, having previously worked with multiple UHNW teams at Macquarie Private Wealth and Richardson Wealth in Calgary before moving to Vancouver in 2015 to join StennerZohny Investment Partners+, a private multi-family office within Richardson Wealth. As a wealth advisor with Stenner Wealth Partners+, which specializes in providing first-class services to ultra-high-net-worth investors, family offices, and institutional clients across North America, Becky works closely with the team in managing client services and ensuring the highest standards are achieved through a variety of duties including sub-branch support, administration, and onboarding while offering leading service to high-net-worth clients. She is a licensed Registered Representative with IIROC and has completed the Canadian Securities Course (CSC), Conduct and Practices Handbook Course (CPH), and Wealth Management Essentials (WME) with The Canadian Securities Institute. Becky was born and raised in the Okanagan and has taken time to travel the world living in Europe and Australia. She is happy to be close to her roots in Vancouver and enjoys organizing charitable fundraisers, planning, and coordinating events, cooking, and spending time with her family and friends.

Wealth Advisor

Becky Howarth

Stevens & Associates Lawyers is a leading and trusted employment law firm based in Sydney known for delivering high-quality legal expertise in the area of employment law and industrial relations across Australia, alongside a proven track record of effectively and swiftly resolving a variety of workplace law issues. In the past year, the firm’s growth has been notable. It has: • experienced a 213% growth in the number of client matters, increasing from 149 client matters in the 2022 financial year to 390 client matters in the 2023 financial year • improved its online visibility, leading to over 50 online enquiries each month and a conversion rate of client leads of up to 40% • significantly expanded the breadth and type of matters that it advises on day to day, which has increased the firm’s skillsets, diversity and resilience • expanded its community outreach by collaborating with local Sydney venues for client seminars and continuing active participation in a Sydney small/family business group Stevens & Associates Lawyers has adapted to digital trends by implementing an effective strategy with SEO and web design, resulting in a structural shift that has seen increased representation of employees where the firm previously mainly advised employers. The firm’s recognition as a “Fast Firm” attests to its momentum in the employment law space.

“IQumulate is on a technology journey, and we’re just getting started”

Wayne Tower, IQumulate Premium Funding

Matt Matson

Vice President of Technology

Francine Minervini 

Senior Vice President, Chief Technical Claims Officer

Nicholas Webber

VP, WC Litigation 

Pam Chhabra

Manager – Residential Strata

A founding team member of Matson Money, Matt Matson has brought innovation to the organization through the implementation of technological advancements since the early 1990s. He put Matson at the forefront of the industry by pioneering its online presence in the early days. For 10 years, Matt guided the firm’s technology and design teams, expanding them into full design, development, and networking departments. He returned in 2018 to revolutionize Matson Money’s technology by championing the new Matson Tech team. Matson Tech is reimagining how technology can fulfill the promise of bringing purpose and the American Dream to every family it serves.

Vice President of Technology

Matt Matson

Francine Minervini is chief technical claims officer at Arch Insurance. She joined the company in 2007 as an assistant vice president in the casualty division and has held various roles of increasing responsibility in the claims department, ultimately being promoted to senior vice president in 2018. Prior to joining Arch, Minervini held several claims handling roles with AIG. She has her JD from New England School of Law and a Bachelor of Arts in political science from Seton Hall University. She is licensed to practice law in New Jersey and New York. 

Senior Vice President, Chief Technical Claims Officer 

Francine Minervini 

Cemal Akgul sees the head of risk and collections role as pivotal in guiding and influencing business decisions. He has more than 15 years of experience across financial and government services, most recently with the NDIS, where he was the leading consultant driving the Risk Management process’ nationwide. Prior to that, he served various roles at BMW Finance across the United States, Hong Kong, Germany and Australia. During Akgul’s tenure at BMW Finance, he predominately worked in risk management, guiding the organisation through seismic changes between 2016 and 2018. In his time prior, he was based out of New York, leading BMW Finance’s American subsidiary's market risk and data analytics teams between 2011 and 2016. Akgul values a balanced approach to business, encourages a positive work culture and is passionate about teaching and guiding the business and individuals at IQumulate.

Head of Risk and Collections

Cemal Akgul

Stephen McMillan first entered the financial services Industry when he joined GE Capital as a finance analyst in 2008, from which he progressed through roles working both onshore and offshore. From there, he moved into Pacific Premium Funding as a financial planning and analysis leader in 2012 and was a key resource in the evolution of the business, first with the successful sale to Macquarie Pacific Funding and then the following progression into IQumulate Premium Funding, where he is now the commercial manager. As commercial manager, McMillan leads a team that is responsible for commercial analysis and business support, identifying and reporting improvement initiatives, and the securitization and treasury functions of the business.

Commercial Manager

Stephen McMillan

One culmination of these efforts has been the real-world, needs-based IQEdge solution. A one-stop online quoting tool designed for both the Australian and New Zealand markets, IQEdge delivers quotes in under 60 seconds. Plus, the solution offers quote comparison and quote versioning capabilities, enabling users to review vital historical and financial data in a single page view. IQEdge can streamline and automate application processing, underwriting document verification and payment collection, cutting the need for manual labour and minimising processing errors. A digital “self-service” platform, IQEdge, reduces the need for customer and administrative support. Meanwhile, borrowers can access their accounts, make payments and manage their policies independently and through sales and support teams, which are always available for further assistance. “We’ve created a quality platform that simplifies the quoting process yet amplifies the customer experience,” says Gordon. “It’s a real game changer.” IQumulate offers an online digital quoting tool to clients. The best-in-market solution enables IQumulate to tailor funding offerings to brokers that align with their prefered distribution channel.

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What does IQumulate have in mind for the future? “IQumulate is on a technology journey, and we’re just getting started,” says Wayne Tower, CEO. “Through continuous engagement with our clients, partners, marketplace and industry, we will listen to the needs as they arise and position our business to be agile and respond to changes as they occur. “Faster decision-making innovations such as AI-powered decision support systems can expedite the underwriting and approval process, leading to quicker responses to clients. This can improve client satisfaction and potentially attract more business, with the potential to allow IQumulate to capture a larger market share, whilst continuing to deliver service excellence to clients.” “As forward-thinkers with a digital and ‘do it better’ mindset, we collectively and proactively look to learn and improve on our customer experience for our clients, paving the way for successful business outcomes for our clients and our business in the coming years ahead. “We’re excited for the future and look forward to what’s on the horizon.”

What does IQumulate have in mind for the future? “IQumulate is on a technology journey, and we’re just getting started,” says Wayne Tower, CEO. “Through continuous engagement with our clients, partners, marketplace and industry, we will listen to the needs as they arise and position our business to be agile and respond to changes as they occur. “Faster decision-making innovations such as AI-powered decision support systems can expedite the underwriting and approval process, leading to quicker responses to clients. This can improve client satisfaction and potentially attract more business, creating a competitive advantage with the potential to allow IQumulate to command premium pricing or capture a larger market share. “As forward-thinkers with a digital and ‘do it better’ mindset, we collectively and proactively look to learn and improve on our customer experience for our clients, paving the way for successful business outcomes for our clients and our business in the coming years ahead. “We’re excited for the future and look forward to what’s on the horizon.”

Adam Basaldella

Manager – Claims

Product Manager

Claire Watson

Commercial Manager

Stephen McMillan

Claire Watson

Product Manager

Claire Watson

Product Manager

Claire Watson

“No matter our accomplishments, we approach our work with humility and curiosity. We are always learning, growing, and supporting one another – recognizing that our strength lies in our collective expertise and mutual respect”

Thane StenneR, CIM®, FCSI® Stenner Wealth PartnerS+ of CG Wealth Management

“Clients can expect to work with a team that is selective by design, taking on only a number of new relationships each year to ensure the highest level of attention and service”

Thane Stenner, CIM®, FCSI® Stenner Wealth Partners+ of CG Wealth Management

Ivan Verescuk

Chief Executive Officer and Managing Director

Shaun O’Brien

Head of Underwriting

Emily Walker

Head of Strata and Development

Rex Oakman

Head of Operations and Risk

Sandy Newton

Head of Underwriting

Andrew Mitchell

Manager – NSW

Michael Prokopis

Manager – Southern Region

Pam Chhabra

Manager – Residential Strata

Jeffrey Valdivia

Manager – Commercial Strata

Adam Basaldella

Manager – Claims

Stenner Wealth Partners+ (SWP+) is an expert wealth advisory team within CG Wealth Management. Built on a foundation of expertise and excellence, SWP+ is one of the country’s premier teams serving ultra-high-net-worth individuals, family offices, and foundations across North America. What truly sets SWP+ apart is its deliberate exclusivity. With a minimum threshold of $25 million+ in net worth or $10 million+ in investable assets, the team onboards only six to eight new key clients per year, allowing for a personalized, white-glove experience. This model ensures strategic depth and bespoke attention while leveraging the global infrastructure of Canaccord Genuity’s CAD $120.4 billion in global client assets under management. SWP+’s cross-border licensing – Canada and the US – further empowers the firm to handle the intricate needs of clients with international business interests, complex estate plans, and global investment portfolios. At the heart of SWP+’s success is its leadership by Thane Stenner, a 25-year+ wealth expert, who is both a practitioner and industry thought leader, known for his insights on platforms like The Globe and Mail, Canadian Family Offices, and BNN Bloomberg’s podcast Smart Wealth™ with Thane Stenner. As a founding member, chairman emeritus, and former managing director of TIGER 21 Canada, Thane has cultivated an exclusive peer-to-peer network of high-net-worth investors managing over $220 billion in assets globally. His vision is complemented by a seasoned leadership team: Simon Jochlin delivers analytic precision and portfolio rigour. Jerome Li brings methodical, data-driven investment acumen, and significant due diligence expertise. Julia Cheng oversees comprehensive financial planning and tax management administration with empathy and technical expertise. Becky Howarth leads operational excellence and business development, ensuring a seamless client journey. 

IQumulate invests in education and people, which are vital to attracting new business and talent to the company. “We have long tenures for several of our key staff, including some in leadership positions, and this sound working knowledge of our business, practices and industry provides great insights and a wealth of experience to offer our clients,” says Bastow. “Our new head of sales, Graeme Gordon, formerly manager for New Zealand, joins us in Australia to drive our sales strategy and lead our team to successful outcomes for our clients and our business. We look forward to great things ahead with Graeme as he continues to be active and present in the New Zealand market as well as building sound working relationships and new connections in Australia.” Clients can also expect a lot from working with IQumulate. “Through active engagement with our trusted broker network, IQumulate provides relevant information, education and training content,” says Graeme Gordon, head of sales. “Our clients can expect IQumulate to support their business in several ways, providing an understanding of what premium funding solutions are available and how IQumulate can spread the cost of insurance and help borrowers get the right level of insurance cover to free up their cash flow for other expenses or business growth opportunities. Premium funding is often considered a tool for those who simply cannot afford to pay their premiums in full. While this is certainly a significant driver for many, it is also successfully used by profitable companies who use premium funding to manage their cash flows more wisely or better manage their liquidity.”

Together, the team offers over 85 years of combined expertise, while holding several elite designations such as three CFAs, FCSI, CIM, and over 50 global sources for latest investment research to keep on top and ahead of money-making trends. It has been nationally recognised by organizations such as Barron’s, as previously ranked #1 California-based team in 2020, and #3 in 2019. The team has offices in Toronto, Vancouver, Montreal, Edmonton, and Calgary in Canada. SWP+’s clients experience 25–50 tailored proactive touchpoints annually, with market updates, investment research, and access to best-in-class global investment opportunities. The onboarding process begins with an in-depth discovery session, where each client’s unique financial landscape is mapped out. From there, SWP+ crafts personalized investment strategies that blend traditional and alternative assets, with an emphasis on resilience, tax efficiency, risk and volatility management, and intergenerational success. Recognised as one of Wealth Professional’s 5-Star Advisory Teams of 2025, SWP+ aims to deepen its client relationships, rather than trying to onboard too many new relationships. With a target of purposely growing its practice by only six to eight new key/larger clients a year, the SWP+ team feels that it has found a balance between ensuring that their existing clients are served very well, plus adding the steady growth of new relationships. The team is scaling quality – not quantity – by investing in talent, enhancing digital tools, and expanding global planning capabilities. Its ultimate mission is to help families not just preserve wealth but thrive across generations. In a marketplace often driven by volume and commoditization, SWP+ stands out as a standard-bearer for discretion, insight, and excellence – and a true leader in Canadian wealth advisory. 