About StennerZohny Investment Partners+
Boutique service. Global access.
StennerZohny Investment Partners+ is a national multi family office within Canada's largest independent wealth management firm, Richardson GMP ($27B AUA as of May 2015). We specialize in working with ultra high net worth ($10M - $1B+) investors, their families, and family office professionals. Because our primary focus is to offer a highly communicative and professional service to our current clients, we limit the number of new relationships to 8-10 per year, and usually only through introductions/referrals. For more information on our services, please contact us.
What We Do
1. Develop a review of current investment strategy/IPS.
2. Connect with experts who will help increase business sale value, reduce tax strain, empower your philanthropic wishes, and other essential professionals for an entrepreneur who is going through a major liquidity event.
3. Create a personalized investment plan and wealth management strategy that is tailored to your risk profile, current lifestyle needs, and focusses on long-term growth. Check out our performance here.
4. Engage with our client, their family, and their family office to continually provide expertise in complex tax/estate strategies, financial structuring, and family office services such as family governance and philanthropy.
Who We Help
Ultra High Net Worth ($10M - $1B+) Investors
Entrepreneurs and Wealth Creators
HNWI Pre and Post Liquidity Event
Conservative/Long Term Investor Profile
Top Canadian Multi-Family Office
StennerZohny Investment Partners+ was shortlisted for the Family Wealth Report Awards 2016 celebrating professional excellence in the wealth management and family office sectors across North America.
Business in Vancouver - Top Forty Under 40 Winner
Youssef Zohny was recognized as one of forty outstanding professionals under 40 years of age who demonstrated excellence in business, judgement, leadership and community contribution.
Best Practice Individual Advisor Office
StennerZohny Investment Partners+ is a national finalist at the 2015 Wealth Professional Awards in the Best Practice Individual Advisor Office (25 staff or less).
TIGER 21's Favourite Wealth Advisory Group
StennerZohny Investment Partners+ and Richardson GMP were one of TIGER 21's favourite Wealth Advisory Groups three years in a row (2012 – 2014) Members' Favorites Annual Survey.
2012 Five Star Wealth Manager Award
Thane Stenner received the 2012 Five Star Wealth Manager Award, an award given to a select few wealth managers in the Vancouver area.