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Canada
Stenner Wealth Partners+: Exclusive Wealth Advisors for Investors with generally at least $10+ Million of Investment Capital or $25+ Million Net Worth. It is an in person/virtual advisory team that specializes in this wealth segment across Canada and US. AWARDS & ACCOLADES: • Wealth Professional 5-Star Advisory Team of the Year, 2025, 2023 and 2022 • Wealth Professional 5-Star Advisors - Western Canada 2023, Thane Stenner • Wealth Professional's Advisory Team of the Year (10+ Staff) (Excellence Awardee) 2023 • Wealth Professional's Advisor of the Year – Alternative Investments (Excellence Awardee) 2023, Thane Stenner • Wealth Professional Top 50 Advisors 2023, Thane Stenner • Canada’s Top Wealth Advisors 2022, The Globe and Mail/Report on Business/SHOOK Research Ranking (National and Provincial Ranking), Thane Stenner • Wealth Professional 5-Star Advisor of the Year 2022 Winner (Western Canada & Quebec), Thane Stenner • Charitable Impact Foundation Awards’ 2022 Top National Philanthropic Wealth Advisor (Thane Stenner) and Team of the Year (Stenner Wealth Partners+) • Wealth Professional Awards 2022 ‘s Advisor of the Year – Alternative Investments (Excellence Awardee) • Wealth Professional 2022 Top 50 Advisors in Canada (#6) • Barron’s 2020 Top 50 Institutional Consultants List (#8) - Top Ranked California-based team in 2020 (#1) • Barron’s 2019 TTop 50 Institutional Consultants List (#27) - Top 3 California-based teams in 2019 (#3) • Wealth Professional 2017 Top 50 Advisors in Canada (#2) and Top 50 Hot List • Wealth Professional 2016 Blackrock Award for Portfolio/Discretionary Manager of the Year (Finalist) and The Mandeville Award for Private Client Advisor of the Year (Finalist) • Wealth Professional 2015 The Mandeville Private Client Advisor of the Year (Finalist) • Wealth Professional 2014 Outstanding Wealth Management Practice • Five-Star 2012 Wealth Manager Award (Winner)
On-site · Vancouver
Support the principal advisor and team partners with prospect research, outreach, discovery conversations, pipeline management, client acquisition, and onboarding. Coordinate investment strategy presentations and prepare balanced materials on investment opportunities, while using approved AI tools responsibly and verifying their output.
On-site · Vancouver
Support the team’s business development efforts by researching and qualifying prospects, managing the pipeline, conducting discovery conversations, preparing outreach and presentation materials, and coordinating prospect meetings and onboarding. Assist with investment strategy presentations by coordinating with advisors and analysts, summarizing opportunities and risks, and using approved AI and analytical tools to support research.