Shows
Capital Compounders ShowSuper Wealth: A Conversation with UHNWI Senior Advisor & Portfolio Manager Thane StennerIn this conversation, Thane Stenner, Senior Portfolio Manager at Stenner Wealth Partners+, shares insights into the world of ultra high net worth clients in Canada. He discusses the unique needs of these clients, the evolution of wealth in Canada, and the role of organizations like Tiger 21 in wealth management. Thane emphasizes the importance of asset allocation, differences in investment strategies, and the significance of teaching the next generation about wealth management and the impact of cash positions on market timing.#investing #stocks #personalfinance #wealth #podcast 🎙️WANT TO BE A GUEST? Email me at r.s...2025-03-061h 18
Safe Space with Francesco LombardoSmart Wealth™ with Thane Stenner - Ensuring the Legacy of Family Business Through Relational Governance with Francesco LombardoVeritage CEO Franco Lombardo was recently a guest on the "Smart Wealth™ with Thane Stenner" podcast where they covered a number of pertinent topics from the emotional side of family business. Franco explains that by asking his clients the questions they’ve been avoiding asking themselves, they can begin to better understand their relationship to money, why they behave the way they do with it and how they can then choose their behavior. The discussion then covers why the human capital asset class should be the next investment focus of business families in order to prepare all generations for a sm...2024-11-0737 min
HiFi Radio with "The Wolf on Bay Street" Wolfgang KleinFood Stocks Down Because of Ozempic Fad?With hosts Wolfgang Klein and Jack Hardill. Guests:V. Thane Stenner - Senior Portfolio Manager and Senior Wealth Manager at CG Wealth Management Tony Dwyer serves as Canaccord Genuity’s Head of the US Macro Group and Chief Market Strategist, and sits on the firm’s US Operating Committee. He has 30 years of experience ranging from the corporate boardroom to the individual investor. He is best known for the practical application of macroeconomic and tactical market indicators in assisting institutional investors in making intermediate-term investment and spending decisions. Tony is a frequent guest...2023-10-1443 min
Always On with Duncan MacPhersonThe Evolution and Elevation of the Financial Professional With Thane Stenner (Ep. 31)The Japanese have a concept called Kaizen, which means “constant and never-ending improvement.”
If you want to become the advisor of the future and avoid a growth plateau, it’s important to strive for Kaizen.
In this episode, Duncan MacPherson speaks with Thane Stenner, CIM®, FCSI®, senior portfolio manager and senior wealth advisor at Stenner Wealth Partners. They share proven strategies to engineer professional contrast and achieve constant growth.
They discuss:
The evolution of the financial industry from transactional to relationship-focused
How he grew his business by reducing the number of clients
How to m...2022-11-031h 00
Always On with Duncan MacPhersonThe Evolution and Elevation of the Financial Professional With Thane Stenner (Ep. 31)The Japanese have a concept called Kaizen, which means “constant and never-ending improvement.”
If you want to become the advisor of the future and avoid a growth plateau, it’s important to strive for Kaizen.
In this episode, Duncan MacPherson speaks with Thane Stenner, CIM®, FCSI®, senior portfolio manager and senior wealth advisor at Stenner Wealth Partners. They share proven strategies to engineer professional contrast and achieve constant growth.
They discuss:
The evolution of the financial industry from transactional to relationship-focused
How he grew his business by reducing the number of clients
How to m...2022-11-031h 00Always On with Duncan MacPhersonThe Evolution and Elevation of the Financial Professional With Thane Stenner (Ep. 31)The Japanese have a concept called Kaizen, which means “constant and never-ending improvement.” If you want to become the advisor of the future and avoid a growth plateau, it’s important to strive for Kaizen. In this episode, Duncan MacPherson speaks with Thane Stenner, CIM®, FCSI®, senior portfolio manager and senior wealth advisor at Stenner Wealth … Continue reading The Evolution and Elevation of the Financial Professional With Thane Stenner (Ep. 31) →2022-11-031h 00
Thane Stenner's PodcastThane Stenner Five-Star Wealth Manager AwardThane Stenner is known as a investor and advisor for high-net-worth wealth portfolios. He is currently the Senior Portfolio Manager and Senior Investment Advisor of Stenner Wealth Partners+ at Canaccord Wealth Management. Mr. Stenner graduated cum laude from Arizona State University and attended Harvard Business School’s Executive Program. He has been acknowledged in Barron’s list of Top 50 Institutional Consultants in North America.2022-09-1000 minThane Stenner's PodcastThane Stenner Portfolio ManagerThane Stenner is known as a investor and advisor for high-net-worth wealth portfolios. He is currently the Senior Portfolio Manager and Senior Investment Advisor of Stenner Wealth Partners+ at Canaccord Wealth Management. Mr. Stenner graduated cum laude from Arizona State University and attended Harvard Business School’s Executive Program. He has been acknowledged in Barron’s list of Top 50 Institutional Consultants in North America.2022-08-1600 minThane Stenner's PodcastThane Stenner - A Senior Portfolio ManagerThane Stenner, Senior Portfolio Manager and Senior Investment Advisor of Stenner Wealth Partners+ at Canaccord Genuity Wealth Management where he oversees high-net-worth portfolios for a select clientele in Canada and the United States. Thane Stenner is based in Vancouver, British Columbia, Canada and is the Senior Portfolio Manager and Senior Investment Advisor of his firm. He has received multiple awards—nationally and internationally—for his wealth advisory prowess.2022-07-1201 min
Thane Stenner's PodcastThane Stenner | Senior Investment AdvisorThane Stenner is the Senior Portfolio Manager and Senior Investment Advisor of Stenner Wealth Partners+ and where he manages portfolios for high-net-worth investors and is recognized as an industry thought leader. He deals with highly successful entrepreneurs—both private and public—as well as Family Offices, and he is known for his creative solutions for managing significant wealth.2022-03-2800 minThane Stenner's PodcastThane Stenner - Leader in Wealth Management and Financial InvestmentSenior Investment Advisor, Thane Stenner manages high-net-worth portfolios for elite clientele and institutional fiduciaries throughout Canada and parts of the United States—specifically the San Francisco Bay area. He is a family man and enjoys travelling as well as community involvement through substantial philanthropic efforts. He was a Barron’s Top 50 Advisor in 2019 and 2020.2022-01-1901 minThane Stenner's PodcastThane Stenner is Director of Stenner Wealth ManagementAs Portfolio Manager, Director, and Senior Vice President, Thane Stenner drives high-net-worth investments for Stenner Wealth Partners+ at Canaccord Genuity Wealth Management. He is licensed with FINRA in the US as well as the IIROC in Canada. Previously, he was a member of the Morgan Stanley / Graystone Consulting Advisory Board.2021-12-1400 minThane Stenner's PodcastThane Stenner | Private Wealth AdvisorThane Stenner has over thirty years of experience as a high-net-worth portfolio manager. He is Director and Senior Vice President for Stenner Wealth Partners+. A cum laude graduate from Arizona State University, Mr. Stenner is a global leader in wealth management and financial investment. He donates generously to the Partnership for a Drug-Free Canada.2021-11-2900 minThane Stenner's PodcastThane Stenner - Successful Wealth AdvisorThane Stenner advises and manages large investment portfolios for Stenner Wealth Partners+ where his advice is often quoted by the media. He was previously on the Morgan Stanley / Graystone advisory board, and he is active in the Canadian ETF Association. Mr. Stenner is a proud family man and contributes to the YMCA and BC Children’s Hospital Foundation.2021-11-1500 min
Smart Wealth™ with Thane Stenner: Insights from Pioneers & LeadersIntroducing "Smart Wealth™ with Thane Stenner : Insights from Pioneers & Leaders"Subscribe now!2021-10-2000 minThane Stenner's PodcastThane Stenner International Leader in Investment ConsultingThane Stenner is Senior VP for Stenner Wealth Partners+. He manages portfolios for wealthy investors and is an industry contributor and leader. He graduated from Arizona State University and was formerly a member of the Morgan Stanley / Graystone Consulting Advisory Board. His philanthropic endeavors include charitable donations to the YMCA, BC Children’s Hospital Foundation and Partnership for a Drug-Free Canada.2021-07-1501 minThane Stenner's PodcastThane Stenner Director of Stenner Wealth PartnersAs Senior VP and Director of Stenner Wealth Partners+ at Canaccord Genuity Wealth Management, Thane Stenner is an international leader in investment consulting. He manages portfolios for investors throughout Canada and in the Bay Area. His education includes an undergraduate in finance from Arizona State University as well as the Harvard Business School’s Executive Program. Mr. Stenner contributes charitably to organizations including BC Children’s Hospital Foundation and the YMCA.2021-05-0501 minThane Stenner's PodcastThane Stenner Investment Advisory LeaderThane Stenner is a successful investment advisory leader in the ultra-high net worth and institutional fiduciary investment space. He is currently a Private Wealth Advisor at Canaccord Genuity—an investment and wealth management firm in the securities industry.2021-02-2600 min
The Way Forward Webcasts with Leon Goren'The Dislocation between the Market and the Economy' with Morgan Stanley's Thane StennerOn February 16, 2020, I wrote an article titled: Pull Your Head out of the Sand - Something's Gotta Give. The first paragraph opened as follows: "It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, ..." so goes the famous opening line by Charles Dickens in March 1869. That line from A Tale of Two Cities perfectly captures where we find ourselves today. Its time to start thinking about reducing your risk exposure in both your business and investments and prepare to take advantage of various opportunities as...2020-07-191h 08