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"We help wealthy investors stay that way, longer term."

We are a highly sophisticated investment office offering boutique client service with a global perspective. Stenner Wealth Partners+ maintains international client relationships - in both Canada and the United States - across a wide array of backgrounds.  As a Canaccord Genuity Wealth Management team, SWP+ is a North American advisory team with Canada’s largest independent wealth management firm.  Our full-service client experience is delivered by a dedicated team of experienced investment consultants and portfolio managers who will deliver long-term performance aligned with your unique objectives.

 

Family Offices

As your family grows and your wealth increases, you may face an increasingly complex set of financial planning challenges.  SWP+ has extensive experience in the formation and servicing of Single and Multi-Family Offices, executing on wealth management and succession planning initiatives for multi-generational time horizons.

Liquidity Event Beneficiaries

With sudden changes in a person’s wealth come many questions about what comes next.  Events such as a business sale, major real estate transaction, or inheritance require a great deal of legal, tax, and financial planning to execute effectively and end up with the most favourable outcome.

 

Foundations and Endowments

From Non-Profit Organizations to Educational Institutions, many entities acting in the best interest of their ultimate beneficiary are taking an ultra-long-term approach to asset management.  SWP+ is also well-versed in philanthropy management and Donor-Advised funds for affluent clients looking to give back to their community.

Public and Private Corporations

In today’s highly competitive business environment, corporations of all sizes are looking to professional consultants and wealth managers to help guide the financial future of their firm.  At SWP+, our team has decades of combined experience in helping navigate the long-term corporate needs of both private and public companies.

Entrepreneurs and Wealth Creators

Business owners and early participants in emerging companies sometimes face the challenge of diversification into a portfolio of different assets and asset classes.  Wealth concentration can be immensely beneficial but ultimately a source of large idiosyncratic risk.  SWP+ has worked with many founders in the past to variegate that exposure in a healthy risk-adjusted manner.

High Net Worth Individuals

Investors with an increasingly multifaceted and growing portfolio are often tasked with requirements like asset allocation oversight, tax planning, and consolidated reporting.  SWP+ assists HNW Individuals with these planning requirements through the construction and execution of an institutional-caliber investment plan with a regularly-updated Investment Policy Statement guiding wealth management decisions.

Access the Value of an Expert Second Opinion

If you have been referred to us by a friend, family member, or family office, please contact us directly at 1.833.STENNER to set up a confidential introductory meeting.

Our team provides a complementary expert second opinion on portfolios of $10+ Million. For households with investable assets between $1 - 10 Million, we still encourage you to reach out as we are happy to make personal introductions to our network of trusted colleagues and advisors across Canada and the US.

Check the US background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Canaccord Genuity Wealth Management (USA) Inc., member FINRA and SIPC.

Canaccord Genuity Wealth Management (USA) Inc. (“CGWM USA”) representatives and advisors may only conduct business with residents in states or jurisdictions where they are properly registered based on the services being provided. Not all investments and services mentioned on this website are available to clients of CGWM USA. This website may provide links to other Internet sites for the convenience of users. CGWM USA is not responsible for the availability or content of these external sites and does not endorse, warrant or guarantee the products, services or information described or offered at these other Internet sites.