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Impacting the future todayTM
Impacting the future today,
through innovation and sustainable investing
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Divesting from fossil fuels
is doing well by doing good
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Institutional Net Impact Ranking Report
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It’s time to align your investments with your values

You care about the environment. But are your investments contributing to climate change? Since 2013, Genus has been offering a way to divest and go fossil free. Three years later we launched our Fossil Free Impact Equity Fund which invests in businesses that are leading innovation in a sustainable economy.
Genus Fossil Free Investments Video
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Sustainable investing solutions
for Canadians since 1994

Genus Capital Management is a Vancouver-based independent investment management firm. Our global perspective leverages data technology to gain investment insights.

As your champions of innovation, we always look to the future to provide you with tailored solutions and better ways to invest. We evaluate investment markets systematically and continuously to identify hidden opportunities and better manage risk.

Change is one thing the Genus team has never feared. Learn how we not only embrace change, but turn it to your advantage.

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Who we work with

For Individuals and Families

For individuals & families

If you are an individual investor, we know you are looking for performance you can count on and people you can trust.

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For institutional investors

If you represent a pension, foundation or Indigenous community, we have cutting-edge investment solutions for you.

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The benefits of working with us

Dedicated
Portfolio Managers

Dedicated
Portfolio Managers

Get a 1-on-1, personal relationship with an expert.

Values-based

Values-based

Invest in businesses with purpose,
resilience, and impact.

Customized
Investments

Customized
Investments

We create customized portfolios based on your unique goals.

Digital
Convenience

Digital
Convenience

Access your investments from anywhere, anytime.

Active Risk
Management

Active Risk
Management

Go beyond diversification with a portfolio that recalibrates to changing markets.

Boutique Firm

Boutique Firm

A dedicated team of employee-owners, focused on you.
Get To Know Genus

How we do it

At Genus, our investment strategy is shaped by a global view that examines value, growth, momentum, quality, and sustainability. This diversified approach helps strengthen our clients’ investments.

Learn about how investing with Genus works.

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Genus insights

Watch it on demand
Aligning Your Values with Your Investments Webinar

In this interactive webinar, you will receive a walkthrough of how to make a values action plan, learn how to ensure that your investments align with those values and how to understand and measure your investments’ impact over time.

WATCH IT HERE

Latest Friday Market Insights

Check out the latest insights and commentary from the Genus investment team.

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Institutional Net Impact Ranking Report 2020

Find out which institutions are making the biggest impact with their portfolios.

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Client impact

“Graduating from a big bank to Genus was one of the best financial steps we've ever taken. Genus has delivered reliable asset growth despite our moderate risk tolerance. As our financial security has grown, we've also been the beneficiaries of a great client experience. The company's communications have been consistently transparent and informative, including educational webinars and a well-designed web portal where we can track investments daily. Most importantly to us, our portfolio manager has always responded swiftly and thoroughly to our questions and requests. ”
Martin T.
"Having relatively diverse financial goals and needs, along with a slight reticence regarding the stock market, Genus skillfully addressed all of our concerns, and put together a truly exceptional plan: Fossil free funds and a diversified investment portfolio, check; An effective Impact investment portfolio that coincides with our hopes and dreams for a better world, check; Professional advice and assistance to create a donor advised charitable fund with immediate charitable receipts for tax purposes, check. Returns? Way beyond our expectations! We even had some fun along the way and certainly enjoyed an incredible two-year start to what will be a satisfying long-term relationship with Genus."
Marc B.
“I love the service I get at Genus.”
Chris H.
“Leslie and I were fellow board members when we met twenty years ago. For the last ten she has been thoughtful in the construction of an investment strategy for my family and is executing the strategy as planned. The team at Genus has met my expectations and are a pleasure to deal with.”
Bob Q.
“For over 15 years, I have provided selection and performance evaluation of multiple investment managers for a significant family office. Leslie and Genus have been foundational for me in my role. I have always found Leslie and her colleagues to be insightful and proactive, and found the performance of their portion of the portfolio to be well above benchmarks. And they have been a great pleasure to work with.”
Douglas H.
“Genus is a very innovative firm. I am pleased to invest in their Fossil Free and Impact strategies that help me invest in line with my values.”
Marnie C.
“Great team of professionals. Excellent website and reporting. Responds to inquiries promptly. Very pleased with the process of changing from another company to Genus as well. Kudos.”
David L.
“Genus consistently provides a good, clearly explained, comprehensive picture of the general economic and financial situation, along with an excellent account of the investment decisions made in relation to this. Genus’ equally strong concern with clients’ questions and requests for further information is also a very important part of the service it provides.”
Allan S.
“Back in 1992 when I found myself at fifty with a substantial amount of money to invest, I knew just one thing — that I didn’t want to contribute to tobacco companies, arms manufacturers, or oil. But over the ensuing years the options for socially responsible investing have become far more sophisticated and I’m very happy that this is a big part of the Genus approach. I also very much appreciate the long-term relationship with my portfolio manager, Mary Lou.”
Ann P.

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with your investments?

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GENUS CAPITAL MANAGEMENT INC.

1-800-668-7366

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