Cross-bordered licensed Senior Portfolio Manager & Senior Wealth Advisor, Thane Stenner, of Stenner Wealth Partners+ at CG Wealth Management Canada holds the CIM® and FCSI® designations. He is cross-border licensed with CIRO (formerly IIROC) in Canada and FINRA in the United States. He serves ultra-high-net-worth clients across Canada as well as U.S. clients in San Francisco and the Bay Area. Mr. Stenner attended the Harvard Business School’s Executive Program and has been featured in prominent wealth management publications.