Thane Stenner

Morgan Stanley expected to welcome StennerZohny

The Canadian high-net-worth advisory firm will sever a long-standing partnership as part of the shift

High-net worth investors on the defensive for 2017

Recent political events and historical trends drive high-net-worth investors toward protective strategies

Final batch of Wealth Professional Awards finalists revealed

Not seen your category in the list of Wealth Professional awards yet? Now we can reveal the final set of contenders

More Wealth Professional Award finalists revealed

Have you made the cut? Find out the names on the exclusive list of finalists for the latest set of awards

Finalists revealed for Wealth Professional Awards

It’s the biggest night of the year in the calendar of Canadian financial advisors – and now we can reveal the finalists

Transparency the key to earning investors' business

High net worth clients are what most advisors strive for, and there’s one particular key to attracting and retaining their business

WP finalist cuts back to grow

It may sound counterintuitive, but BC advisor Thane Stenner has methodically cut client numbers in order to grow his business.

Offices and networks step up

Industry players across Canada will converge on Toronto to celebrate the kind of advisor and dealer excellence highlighted in today’s list of finalists for the WP Awards.

Finalists announced for Wealth Professional Awards

The first annual Wealth Professional Awards brought to you by Invesco are set for June 5 at the Liberty Grand in Toronto and we’ve got your first set of finalists.

Make the next ‘Sid the Kid’ your client

Advisors would do well to follow the lead of recruiters who are actively pursuing Lebron James’ 10-year-old son, anticipating his inevitable rise to stardom and financial success.