Co-Headquarters:
Vancouver and Toronto (with other key offices in Calgary, Edmonton, Montreal, and Ottawa)
Year founded:
CG in 1950, Stenner Wealth Partners+ in 1995
Number of employees:
2,798 at CG, 12 at Stenner Wealth Partners+
Phone:
1 833 STENNER (783 6637)
Email:
SWP@cgf.com
Website:
StennerWealthPartners.com
LinkedIn:
linkedin.com/in/thane-stenner
“We serve an exclusive group of ultra-high-net-worth clients with a level of care and professionalism that reflects our core values”
Thane Stenner, CIM®, FCSI®,
Stenner Wealth Partners+ of CG Wealth Management
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STENNER WEALTH PARTNERS+ OF CG WEALTH MANAGEMENT
Thane Stenner, CIM®, FCSI®
Senior Portfolio Manager and Senior Wealth Advisor
Simon Jochlin, CIM®
Senior Wealth Advisor and Portfolio Manager
Jerome Li, CFA®, CIM®, CEPA®, FCSI®
Senior Portfolio Manager and 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 $2.5 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, Stenner has guided UHNW families and institutional clients across Canada, the US, and internationally. He is also a national best-selling 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 involved in quantitative and statistical portfolio modeling, 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 Stenner’s team, Jochlin 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®
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, Li 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.
Li 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.
Senior Portfolio Manager and Senior Wealth Advisor
Jerome Li, CFA®, CIM®, CEPA®, FCSI®
SPECIAL REPORT
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Bio
Julia Cheng, FMA®
Senior Wealth Advisor
Julia Cheng has over 20 years of experience in the financial industry and provides high standards of customer service to the firm’s UHNW clients. She works closely with the investment team and is actively involved in helping to implement investment strategy. She 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.
Cheng 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®
Howard Ma, CFA®
Wealth Advisor
Howard Ma is a seasoned wealth management and corporate finance professional with deep expertise across portfolio management, equity research, mergers and acquisitions, private equity, mezzanine finance, and corporate development. He brings a highly diverse background spanning both public and private markets. Over his career of more than 20 years, Ma was notably a key member of a corporate development team that advised a US$1 billion transaction, underscoring the scale and sophistication of his transaction experience.
Ma is a CFA charter holder and graduated with First Class Honours from Simon Fraser University, where he double majored in Business Administration and Economics.
Wealth Advisor
Howard Ma, CFA®
When it comes to serving Canada’s most affluent families, few advisory teams operate with the combination of institutional depth, cross-border capability, and boutique precision that defines Stenner Wealth Partners+ of CG Wealth Management.
Led by Thane Stenner, CIM®, FCSI®, Senior Portfolio Manager and Senior Wealth Advisor, the team has earned recognition as one of Wealth Professional’s 5-Star Advisory Teams for 2026, a distinction that reflects both the rigour of its process and the loyalty of the clients it serves.
Stenner Wealth Partners+ works with a deliberately select group of ultra-high-net-worth clients: Canadian and US investors, family offices, and foundations with generally a minimum of $10 million or more in investable assets (or $25 million in net worth), and often significantly more. The team’s client base spans a net worth range of $25 million to over $3 billion, and its willingness to limit new engagements to a small number of relationships each year is a defining feature of its model.
“We are positioning ourselves as one of North America’s most trusted, discreet, and forward-thinking advisory teams for families and entrepreneurs, focused not just on wealth preservation, but on helping clients thrive across generations”
Thane Stenner, CIM®, FCSI®,
Stenner Wealth Partners+ of CG Wealth Management
Becky Howarth
Wealth Advisor
Joey Sirois
Investment Advisor
Jean-Simon Vachon, CFA
Investment Advisor
Sarah M Stewart
Associate Vice President,
Leasing and Call Centre Operations
Becky Howarth is an experienced wealth advisor in the financial industry, working closely with the team in business development and managing client services, ensuring that the highest standards are achieved through a variety of duties including sub-branch support, administration, and onboarding for HNW clients. Howarth is a licensed Registered Representative with CIRO and has completed the Canadian Securities Course (CSC), Conduct and Practices Handbook Course (CPH), and Wealth Management Essentials (WME) with The Canadian Securities Institute.
Wealth Advisor
Becky Howarth
Joey Sirois is an investment advisor with BGY Wealth Management. He works alongside portfolio managers and advisors to support investment management and client service initiatives. Sirois is dedicated to helping clients navigate their financial decisions through tailored investment solutions and proactive communication.
His role within BGY’s collaborative team environment contributes to delivering a comprehensive wealth management experience focused on long-term client success. In addition to his advisor role, he possesses an expertise in private investment solutions.
Investment Advisor
Joey Sirois
Jean-Simon Vachon is an investment advisor with BGY Wealth Management, where he collaborates with clients and professional partners to develop integrated financial planning and investments solutions. His work focuses on helping clients address complex financial considerations, including wealth preservation, risk management, and long-term planning objectives.
Through BGY’s multidisciplinary approach, Vachon contributes to delivering personalized strategies designed to optimize clients’ overall financial well-being.
Investment Advisor
Jean-Simon Vachon, CFA
Sarah M Stewart has more than 15 years of strategic leasing and customer care experience in residential property management. She is responsible for overseeing all aspects of Centurion’s national leasing platforms, residential lead generation, and overall customer experience excellence through operation of the company’s internal customer service department.
Associate Vice President, Leasing and Call Centre Operations
Sarah M Stewart
Sarah M Stewart
Associate Vice President,
Leasing and Call Centre Operations
Karen Bannister, CM
Vice President, Marketing
Dave Longbottom
Chief Technology Officer
Alex Ventura
Head of Marketing
Damian Palovick
Senior Vice President of Underwriting
AXA XL – Delegated Authority Programs, North America
Dr. Mary Lavoie
Head of Risk Management and Senior Vice President
AXA XL – Delegated Authority Programs, North America
Mark Bernacki
Chief Underwriting Officer
Ryan Armijo
Chief Operating Officer, Underwriting Division
Bob Petrilli
President, Underwriting Division
“We serve an exclusive group of ultra-high-net-worth clients with a level of care and professionalism that reflects our core values,” Stenner says. That selectivity is strategic – it allows each relationship to receive the full depth of the team’s expertise rather than being diluted by scale.
The team brings more than 85 years of combined experience across institutional consulting, family office services, alternative investments, and portfolio management. Many members hold elite professional designations and have been nationally recognized by industry publications. Stenner himself is a founding member, chairman emeritus, and former managing director of TIGER 21 Canada – an exclusive global peer-to-peer network of HNW investors with approximately 1,600 members managing a collective US$250 billion in assets – and previously served multiple roles at Morgan Stanley Wealth Management/Graystone Consulting as managing director, international client advisor, institutional consulting director, alternative investments director, and portfolio manager, helping the team scale client assets under management from $576 million to $20 billion.
A key differentiator is the team’s dual licensing in both Canada and the US, which positions it to serve clients with cross-border assets, international business holdings, and complex multijurisdictional structures. This capability, Stenner notes, is rare among Canadian advisory teams and adds meaningful value for clients whose financial lives do not stop at the border. Communication is equally intentional: each client can expect between 25 and 50 proactive touchpoints annually, spanning strategic portfolio reviews, market updates, tax and planning discussions, and personalized check-ins – all tailored to individual goals and family circumstances.
Looking ahead, Stenner Wealth Partners+ aims to deepen its capabilities within the UHNW space while remaining anchored to its boutique model. The team’s target is to serve a curated group of 45 to 55 client relationships, ensuring that each engagement continues to receive the attention and strategic insight it deserves.
“We are positioning ourselves as one of North America’s most trusted, discreet, and forward-thinking advisory teams for families and entrepreneurs,” Stenner says, “focused not just on wealth preservation, but on helping clients thrive across generations.”
Marcus M. Sixta is an award-winning family lawyer, named one of Canada’s Top 25 Most Influential Lawyers in 2021 and recognized in The Best Lawyers in Canada. With extensive experience in mediation, arbitration, collaborative divorce, and litigation, he helps clients resolve complex family law matters inside and outside the courtroom.
An active contributor to the legal community, Sixta supports legal education initiatives and advocates for innovation and reform within the profession. He is also a regularly presenter for the CBA and CLEBC, and his insights have been featured by CBC, CTV News, Global News, and The Globe and Mail.
Firm assets:
$147.8B (as of March 31, 2026)