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HomePress ReleaseEIN PresswireStenner Wealth Companions+ Recognized as 5-Star Advisory Team in 2023 Wealth Professional...

Stenner Wealth Companions+ Recognized as 5-Star Advisory Team in 2023 Wealth Professional Awards


Stenner Wealth Companions+ at CG Wealth Administration was celebrated as one of many prime wealth administration groups in Canada by the 2023 Wealth Professional Awards.

TORONTO, ONTARIO, CANADA, August 3, 2023/EINPresswire.com/ — Stenner Wealth Companions+ at CG Wealth Administration Canada, led by Senior Portfolio Supervisor & Senior Wealth Advisor Thane Stenner was acknowledged by Wealth Professional Awards as one in every of Canada’s prime wealth administration companies in 2023.

Stenner Wealth Companions+ has displayed an exemplary dedication to its shoppers, personalised service, and monetary specialty. The Wealth Professional Awards’ recognition speaks volumes about their dedication and innovation in the monetary advisory house.

5-Star Advisory Groups are acknowledged for his or her distinctive mix of various specializations, catering their choices to the precise wants of every consumer. They shine in their potential to know and join with shoppers, guiding them by means of their monetary journeys with private consideration and clear communication. This consists of reassurances about their wealth plan and suggesting applicable modifications when essential.

“We view this recognition not as simply an award, however as a motivation to repeatedly increase the bar in service high quality and consumer relationship,” says Stenner. “Our wealth administration method is grounded in humility, empathy, and a private connection. We imagine in making our providers accessible, participating the consumer and their household in every step of the decision-making course of. This consists of all the pieces from reassuring the continuity of their wealth plan to ushering in essential modifications.”

On-line publication, Wealth Professional, is a distinguished supply for funding information. Consumed by portfolio managers, planners, advisors, and others in the trade, the publication is acknowledged throughout Canada and gives free, on-line assets. Wealth Professional is owned by Key Media Worldwide (KMI).

Thane Stenner is cross-border licensed in USA and Canada through FINRA and IIROC. Beforehand, he acted as a Managing Director, Worldwide Shopper Advisor, Institutional Consulting Director, and Different Investments Director at Morgan Stanley Wealth Administration the place he led his workforce in managing portfolios for ultra-high internet value shoppers.

He graduated cum laude from Arizona State College and attended Harvard Enterprise Faculty’s Govt Program. Stenner’s distinctive data has been featured throughout a number of enterprise information shops together with, the Globe & Mail, Monetary Publish, CNBC & BNN Bloomberg.

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For extra information and details about Thane Stenner, please go to https://stennerwealthpartners.com/. You can even discover him on LinkedIn.

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