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Impacting the future todayTM
We meet our clients
where their values are
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Where values meet
measurable results
Read Our Impact Report
Impact Equity Fund
with 10 year track record
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Quantitative modeling
drives performance
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Empower your investments with your values

Genus Capital Management, your trusted partner across Canada, with offices in Vancouver and Toronto, is an independent investment management firm deeply committed to values-based investing. 

Our mission revolves around helping our clients achieve their financial aspirations while aligning their investments with their personal values. 

Eager to make a positive impact with your financial decisions? We’ve got you covered.  

 

We specialize in the following:

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Responsible Investing

Considering ESG factors in your portfolio makes good sense, from risk management to long-term performance considerations. Find out how. 

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Fossil Free Investing

Looking for investments for your portfolio that screen out industries or companies that don’t align with your values? You’ve come to the right place. 

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Impact Investing

Want to make a quantifiably positive impact with your portfolio? Go beyond negative screening to include companies making positive change in the world. 

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We can meet our clients where their values are by offering portfolios that feature solutions from light ESG integration to highly customized private impact.  

Who we work with

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Individuals & families

 

If you are an individual investor or family  seeking reliable performance combined with customized, trustworthy guidance you are in the right place.

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Institutional investors

 

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

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Investment
advisors

 

If you’re an advisor looking for high impact investment solutions for your clients without risk of exposure to private asset classes, we can help.

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The benefits of working with us

Your Dedicated
Portfolio Partner

Your Dedicated
Portfolio Partner

Experience the personalized touch of a one-on-one relationship with our seasoned experts.

Active
Risk Management

Active
Risk Management

Elevate your investment strategy beyond diversification with portfolios that adapt to evolving markets.

Values-Driven
Investing

Values-Driven
Investing

Put your money to work in purpose-driven, resilient businesses that make a meaningful impact.

Seamless
Digital Access

Seamless
Digital Access

Enjoy the convenience of managing your investments effortlessly, from any location, at any time.

Precisely Tailored
Investments

Precisely Tailored
Investments

Trust us to craft customized portfolios meticulously designed to align with your distinct financial aspirations and objectives.

Boutique Expertise

Boutique Expertise

Our dedicated team of employee-owners is wholeheartedly committed to your financial success.
Get To Know Genus

Genus insights

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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GENUS CAPITAL MANAGEMENT INC.

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