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As your net worth expands, so do your wealth management needs, says award-winning senior portfolio manager and senior wealth advisor Thane Stenner

Canadians are a devoted people: We stay loyal to sports teams despite decades-long losing streaks, justify sub-zero temperatures as a “dry cold” and remain endeared to a bucked-tooth beaver as an emblem of the country.

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Thane Stenner, senior portfolio manager and senior wealth advisor, Stenner Wealth Partners+ of Canaccord GenuitySUPPLIED

Still, there are times when devotion needs to be overridden by objectivity, particularly when making important decisions about you and your family’s financial future.

As people accumulate greater wealth, many discover their wealth advisor may no longer have the resources or expertise to best serve their expanding and evolving wealth and estate planning needs.

“Many high-net-worth or ultra-high-net-worth investors discover they have simply outgrown their wealth advisors and are looking for a team of specialists that can handle their more complex circumstances,” says Thane Stenner, senior portfolio manager and senior wealth advisor with Stenner Wealth Partners+ of Canaccord Genuity Wealth Management. His team works with ultra-wealthy clients with $25-million-plus net worth or with at least $10-million of investment capital across Canada and the U.S.

Mr. Stenner says many of his clients come to him looking for more advanced wealth management services, including portfolio management, tax and estate planning, business succession, consolidated reporting, philanthropy and cross-border investment solutions.

His team has extensive experience in the formation and servicing of single and multi-family offices, helping investors with sudden wealth through a business sale or inheritance, and setting up family foundations or donor-advised funds as a way to give back to society. Stenner Wealth Partners+ also helps investors access alternative investment opportunities that may not be available to everyday retail investors, such as private equity and debt, real estate and infrastructure.

“The more you move up the wealth curve, the more access you have to more sophisticated products and strategies,” Mr. Stenner says. “Ultra-high-net-worth investors are better served by advisors who have the depth of experience and access that is specific to their level of wealth.”

So while breaking up with your old advisor might be hard to do, it’s you, not them, that you need to think of as you plan your future.

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Canaccord Genuity Wealth Management is a division of Canaccord Genuity Corp., member-Canadian Investor Protection Fund and The Investment Industry Regulatory Organization of Canada.

Advertising feature produced by Globe Content Studio with Stenner Wealth Partners+ of Canaccord Genuity. The Globe’s editorial department was not involved.

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