Profile
“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
As one of Canada’s most sought-after wealth managers for successful entrepreneurs, family offices, families, and charitable foundations, Thane Stenner, CIM®, FCSI® knows that it takes solid, consistent investment performance to build an award-winning practice – but that’s not all.
Over the course of three decades, Stenner has proven his ability to understand and manage the unique financial complexities of wealthy investors, family offices, and institutional fiduciaries in North America. His unique clientele exists within the upper stratosphere of the wealth space, which includes the top one-tenth of 1% of investors and wealth creators with at least $10 million in household investable assets, or net worths above $25 million and up to $2.5 billion.
“People choose to stay with their advisors based on how proactive they feel their advisors are with them in terms of communication, so we set up customized service plans for each client,” he says. “We’re intentional about being proactive and responding very efficiently, accurately, and in a detail-oriented way to all of our clients’ questions.”
Dually licensed with both FINRA in the US and IIROC in Canada, Stenner is an award-winning Senior Portfolio Manager for 16 years, a chartered investment manager (CIM®) and has achieved the prestigious Fellow of the Canadian Securities Institute (FCSI®) designation. Beyond that, he continually raises the bar for developing tailored and strategic investment solutions as a member of CG Wealth Management’s Advisory Council to Management and a prior member of the Morgan Stanley/Graystone Consulting Advisory Board. Stenner was previously a Managing Director, International Client Advisor, Institutional Consulting Director, and Alternative Investments Director at Morgan Stanley.
Aside from strategic thinking and problem solving, he has cultivated a reputation for protecting and enhancing wealth through his highly niche and exclusive practice. With a team of 16 professionals, he serves a clientele of 46 relationships across Canada, as well as in San Francisco and the Bay Area, New York, and Florida.
40 Temperance St Suite 2100, Toronto, ON M5H 0B4
6046437739
SWP@CGF.com
linkedin.com/in/thane-stenner
StennerWealthPartners.com
Thane Stenner
Senior Portfolio Manager and Senior Wealth Advisor
Stenner Wealth Partners+
CG Wealth Management
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Bio
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Profile
Milestones
2020–present
Insurance Business Magazine | Key Media
Deputy Principal at Australian Christian College - Southlands
Doctor of Education
2020–present
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2021
Ted Talk in collaboration with key media
Year 7 Community Leader and Leader for Learning Technologies and Platforms at Northern Beaches Christian School
Master of Business Administration, 2017–2019
2021
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2001
2010–2012
2014–2016
2017-2021
2022-present
Read on
Special Report
Home
Bio
Milestones
Milestones
Insurance Business Magazine | 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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Ted Talk in collaboration with key media
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Ted Talk in collaboration with key media
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2001
2010–2012
2014–2016
2017-2021
2022-present
Read on
Special Report
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Bio
Milestones
2022
2017-2021
2014–2016
2010–2012
2001
2022-present
Insurance Business Magazine | Key Media
WEALTH PROFESSIONAL’S 2023 TOP 50 WEALTH ADVISORS
CANADA’S 2022 TOP WEALTH ADVISORS LIST, THE GLOBE AND MAIL/REPORT ON BUSINESS/SHOOK RESEARCH RANKING
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)
2022-present
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2017-2021
Human Resources Magazine | key media
NO. 1 RANKED CALIFORNIA-BASED TEAM ON BARRON’S TOP 50 INSTITUTIONAL CONSULTANTS NATIONWIDE LIST
AWARD-WINNING PODCAST HOST ON BNN BLOOMBERG’S “SMART WEALTH WITH THANE STENNER”
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
2017-2021
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2014–2016
Human Resources Magazine | key media
2014: WEALTH PROFESSIONAL OUTSTANDING WEALTH MANAGEMENT PRACTICE
2015: WEALTH PROFESSIONAL THE MANDEVILLE PRIVATE CLIENT ADVISOR OF THE YEAR (FINALIST)
2016: WEALTH PROFESSIONAL BLACKROCK AWARD FOR PORTFOLIO/DISCRETIONARY MANAGER OF THE YEAR (FINALIST)
WEALTH PROFESSIONAL THE MANDEVILLE AWARD FOR PRIVATE CLIENT ADVISOR OF THE YEAR (FINALIST)
2014–2016
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2010–2012
Human Resources Magazine | key media
2010: FOUNDING MEMBER, CHAIRMAN EMERITUS AND FORMER MANAGING DIRECTOR OF TIGER 21 CANADA, 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
2012: FIVE-STAR WEALTH MANAGER AWARD (WINNER)
2010–2012
1997
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
2022-present
Insurance Business Magazine | Key Media
2022
Excellence awardee – Independent Mortgage Adviser of the Year category at the New Zealand Mortgage Awards
2022
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2022
2020–present
Insurance Business Magazine | Key Media
Deputy Principal at Australian Christian College - Southlands
Doctor of Education
2020–present
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2021
Launched his own business,
Ascend Financial Services
2022
2022
Insurance Business Magazine | Key Media
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2021
Launched his own business,
Ascend Financial Services
2022
Senior Portfolio Manager and Senior Wealth Advisor
Stenner Wealth Partners+
CG Wealth Management
Thane Stenner
Regardless of his success, Rampersad makes it a point to treat everyone equally and respectfully. That down-to-earth personality and trademark humility is something he takes everywhere not just with clients, but also the many business associates and friends he’s accumulated over time.
“I’ve been fortunate to have extreme success in my career, and it’s thanks to the many amazing people I’ve worked with over the years,” he says.
Despite putting in countless hours, Rampersad has stood out for his ability to make work seem easy and effortless. That rare skill has allowed him to go far professionally – and he’s taken so many others along for the ride.
In 2011, Rampersad joined Carte Financial Group as a financial advisor. Just four years later, he became the vice president of Carte Wealth Management, the Carte family’s mutual fund dealer business; he also became president of Carte Risk Management, the insurance MGA.
Later in 2017, he chose to give up his position as vice president and get back to what brings him true joy: serving his clients and growing his book of business as a financial advisor.
Today, he leads Team Rampersad at Carte Wealth Management with the invaluable assistance of Hilary MacLean, associate advisor and Julia Garcea, marketing manager. Getting to work with Rampersad, according to the two, is like “winning the lottery.”
Even after giving up his leadership role at Carte, Rampersad continues to help other advisors make more money than they thought possible, while still increasing their personal happiness.
“I strongly believe in working smarter, not harder,” he says. “I think it’s one of the keys to living a great life, and I want to share that with as many people as possible.”
“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
Teaching is another critical ingredient to Rampersad’s success. Within his practice, clients enjoy his ability to break down financial topics – including financial planning, retirement planning, life insurance, and investing in RRSPs vs. TFSAs – to a level that everyone can understand.
More broadly, he does his part to promote financial literacy among Canadians through the power of mass media. He’s written a book about personal finance, and currently co-hosts two bi-weekly radio shows, where listeners can call in with questions and contact him afterward for more in-depth consultations.
“I’d like to continue growing my business by growing my radio listener base,” Rampersad says. “I also want to write a second book about personal finance, and I hope to have my own call-in TV show on a news channel.”
Outside the world of finance, Rampersad enjoys spending time with his wife, Veronica, and their two children.
609 Granville Street, Suite 2200, Vancouver, BC V7Y 1H2
With more than 85 years of combined experience preserving and managing wealth for ultra-high-net-worth individuals and family offices, including numerous market cycles, Stenner and his team at Stenner Wealth Partners+ have demonstrated their ability to safeguard and grow clients’ wealth. 2022 has been no exception as his team’s discretionary global mandate posted flat returns – no easy feat amid the bear-market conditions that defined the year. He has been recognized by The Globe and Mail as one of Canada’s Top 150 Wealth Advisors for 2022 and included in both national and provincial rankings.
“In 2023, I want us to keep successfully navigating this bear market on behalf of clients, and keep digging deeper to discover the next trends and investment opportunities to capitalize on opportunistically, while protecting investor capital first,” Stenner says. “I also plan to continue mentoring and coaching my team, and stay laser-focused on serving our clients.”
Passionate about philanthropy, he actively supports charitable organizations such as the YMCA, the BC Children’s Hospital Foundation, and Partnership for a Drug Free Canada. He led his team to facilitate 90 donations totalling over $80 million for donors across Canada in 2021 alone, resulting in Stenner Wealth Partners+ winning the 2022 Top National Philanthropic Wealth Advisor Team of the Year at the inaugural Charitable Impact Foundation Awards.
Outside his practice, Stenner hosts the BNN Bloomberg Smart Wealth podcast and frequently offers specialized commentary for large financial publications and networks. His involvement in various professional associations include UBC Business Families Centre’s Professional Advisory Committee and the Canadian ETF Association. He is also Founding Member and Chairman Emeritus of TIGER 21 Canada. TIGER 21 is a North American network of high-net-worth members who collectively manage US$140B in assets.
Stenner is happily married and spends his free time bonding with family, traveling, fishing, and playing golf. He enjoys hockey and is a self-professed Peloton spin class enthusiast.
Get in touch with Stenner and his team, access the value of a professional/complimentary second opinion here.
With more than 85 years of combined experience preserving and managing wealth for ultra-high-net-worth individuals and family offices, including numerous market cycles, Stenner and his team at Stenner Wealth Partners+ have demonstrated their ability to safeguard and grow clients’ wealth. 2022 has been no exception as his team’s discretionary global mandate posted flat returns – no easy feat amid the bear-market conditions that defined the year. He has been recognized by The Globe and Mail as one of Canada’s Top 150 Wealth Advisors for 2022 and included in both national and provincial rankings.
“In 2023, I want us to keep successfully navigating this bear market on behalf of clients, and keep digging deeper to discover the next trends and investment opportunities to capitalize on opportunistically, while protecting investor capital first,” Stenner says. “I also plan to continue mentoring and coaching my team, and stay laser-focused on serving our clients.”
Passionate about philanthropy, he actively supports charitable organizations such as the YMCA, the BC Children’s Hospital Foundation, and Partnership for a Drug Free Canada. He led his team to facilitate 90 donations totalling over $80 million for donors across Canada in 2021 alone, resulting in Stenner Wealth Partners+ winning the 2022 Top National Philanthropic Wealth Advisor Team of the Year at the inaugural Charitable Impact Foundation Awards.
Outside his practice, Stenner hosts the BNN Bloomberg Smart Wealth podcast and frequently offers specialized commentary for large financial publications and networks. His involvement in various professional associations include UBC Business Families Centre’s Professional Advisory Committee and the Canadian ETF Association. He is also Founding Member and Chairman Emeritus of TIGER 21 Canada. TIGER 21 is a North American network of high-net-worth members who collectively manage US$140B in assets.
Stenner is happily married and spends his free time bonding with family, traveling, fishing, and playing golf. He enjoys hockey and is a self-professed Peloton spin class enthusiast.
Get in touch with Stenner and his team, access the value of a professional/complimentary second opinion here.