Who are the wealth advisors making waves in the west? Find out in this exclusive report
While Canada’s western provinces may be far from the country’s financial epicenter, the region is home to a thriving and dynamic community of investors making waves in the industry. Wealth Professional’s 5-Star Advisors – Western Canada 2023 recognizes financial advisors who catered and guided investors within their respective provinces.
In the Western Canadian landscape, a trend towards independent wealth management and intergenerational wealth transfer is emerging. Leading advisors provide customized solutions and deliver exclusive products at the retail level.
Thane Stenner stands out as an exemplary advisor by catering services exclusively to ultra-high-net-worth clients. Stenner Wealth Partners+ at CG Wealth Management maintains a 3:1 client-to-advisor ratio and focuses on clients with a minimum $10 million investment.
"When your investors or clients have that type of net worth, you have to build trust with them, whether it’s a family office or their advisors around them,” Stenner says. “Point of trust is paramount.”
Among this year’s winner are:
- Thane Stenner of Stenner Wealth Partners+ at CG Wealth Management
- Chris Anderson of Riverrock Private Wealth Partners, Harbourfront Wealth Management
- Martin Cloutier of Prestige Private Wealth, Harbourfront Wealth Management
- Scott Starratt of Starratt Wealth Management at CG Wealth Management
- Davis Zhang of Pinnacle Wealth Brokers
Read the full report to learn more about the Best in the West 5-Star Advisors 2023, click here, to read the full report.
