FEATURED EXCELLENCE AWARDEE

https://www.StennerWealthPartners.com

https://www.linkedin.com/in/zena-amundsen-cfp-3028bb21/

SWP@cgf.com

North America Toll-Free Phone: 1 833 STENNER (783 6637)

1133 Melville Street, Suite 1200 Vancouver, British Columbia, V6E 4E5

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EXCELLENCE AWARDEE: The Centurion Asset Management Award for Advisor of the Year – Alternative Investments

Thane Stenner, CIM®, FCSI®

https://www.facebook.com/nourprivatewealth/

@nour_private_wealth

@transalta

Meet Thane Stenner, an expert wealth advisor with over 25 years of experience navigating the intricate financial landscapes of ultra-high-net-worth investors, family offices, and institutional fiduciaries across North America Bio Thane’s distinguished career is defined by his commitment to providing tailored financial solutions and his ability to build lasting relationships based on trust, excellence, and strategic guidance. In just four years at Morgan Stanley/Graystone Consulting, Thane achieved remarkable growth, ramping his client assets under management from $576 million to an extraordinary $20 billion. His team was also ranked the #1 California-based team on Barron's™ Top 50 Institutional Consultants Nationwide List in 2020 and the #3 California-based team in 2019. As a former Managing Director, International Client Advisor, Institutional Consulting Director, Alternative Investments Director, and Portfolio Manager at Morgan Stanley/Graystone Consulting, Thane has guided ultra-high-net-worth families and institutional clients across Canada, the US, and internationally. His insights and leadership have earned him accolades consistently as Top Advisor and recognition as one of the most trusted names in the field. As a Founding Member, Chairman Emeritus, and former Managing Director of TIGER 21 Canada, Thane has cultivated an exclusive peer-to-peer network of high-net-worth investors, managing over $150 billion in assets globally. He also served on the TIGER 21 Global Advisory Board, reflecting his passion for helping investors align their wealth with their purpose, creating meaningful and lasting legacies. Colleagues describe Thane as a strategic advisor who combines deep technical knowledge with a genuine passion for understanding family and business dynamics, creating bespoke solutions that ensure both financial security and generational harmony. He works with clients whose net worths range from $25 million to over $3 billion. He strategically limits new client engagements, onboarding select key relationships annually to ensure a highly personalized and focused approach. As a member of the Advisory Council to Management at CG Wealth Management and a former senior member of the Morgan Stanley/ Graystone Consulting Advisory Board, Thane has consistently demonstrated leadership in delivering customized and forward-thinking wealth solutions. His work has earned numerous national and international accolades. Thane is uniquely qualified to address the complex needs of affluent clients with cross-border financial interests. Licensed with FINRA in the United States and CIRO in Canada, Thane serves clients in the US and across Canada. His advanced credentials include the Fellow of the Canadian Securities Institute (FCSI®), the highest designation from the Canadian Securities Institute, and Chartered Investment Manager (CIM®), recognized as the standard for portfolio management excellence. Thane hosts the “Smart Wealth™ with Thane Stenner” podcast, produced by BNN Bloomberg Brand Studio, where he shares insights into wealth management and financial success stories. Frequently quoted in leading outlets such as BNN Bloomberg, CNBC, The Globe and Mail, and Canadian Family Offices, Thane is also a national best-selling author of the book True Wealth: An Expert Guide for High-Net-Worth Individuals (and Their Advisors). Thane’s dedication to philanthropy is evident through his involvement with organizations like the YMCA, BC Children’s Hospital Foundation, and Partnership for a Drug-Free Canada. Over the past 30-plus years, he has served in more than 15 charitable and board positions. His philanthropic leadership, along with that of his team, has set benchmarks in the wealth advisory industry, inspiring clients to align their financial goals with meaningful societal and charitable impact. Throughout his career, Thane has been a mentor and advocate for future generations of financial professionals, sharing his knowledge as a Mentorship Mixer Leader at CG Wealth Management. A graduate cum laude from Arizona State University, with further education from Harvard Business School’s Executive Program, Thane exemplifies lifelong learning and professional excellence. Outside of work, he enjoys travelling, is an avid hockey enthusiast, and spends his leisure time fishing and playing golf. He is happily married to his wife, Tasha, and has three married adult children and four grandchildren. Follow Thane Stenner on LinkedIn.

@mldwealthmanagementgroup5617

@blackfishfinance

Robert Frances

Founder, Chairman and CEO of PEAK Financial Group

Robert Frances founded PEAK Financial Group in 1992 and has grown it into a leading Canadian firm in independent wealth management, insurance, and financial advice. PEAK supports 1,500 professionals and 150,000 clients, with over $16 billion in assets, operating with no proprietary products or sales quotas. Robert serves on the CIRO board and has held leadership roles at IFIC and Concordia University. He was Global Chair of YPO (2011–2012) and now chairs the board of LANDR, a digital music company. He was named Ernst & Young Entrepreneur of the Year in Quebec’s Business Services category.

Robert Frances

Founder, Chairman and CEO, PEAK Financial Group