With economic uncertainty, questions about how to be a better investor are on many people’s minds. Here are five ways to be a better investor.Read More >
As Baby Boomers begin passing down their wealth in what’s known as the Great Wealth Transfer, experts expect up to $68 trillion will change hands in the coming years. And this transfer will have huge implications on the growing demand for values-aligned impact investment products that can help to power positive change.Read More >
We asked two Genus client relationship managers – Jill Bester and Thomas Irwin – for their best strategies on preparing for retirement in every decade. Here’s what they said.Read More >
Watch on Demand - Join us to discuss the evolving landscape of cleantech investing - Kathryn Worstman and Mike Thiessen join us to explore these exciting innovations and opportunites.Read More >
Shareholder engagement is an important part of investing in an equities-based portfolio. And Genus takes on this role on behalf of our clients, participating in AGMs for all of our holdings by way of SHARE.Read More >
Watch on Demand - Join us as we explore methods of considerate and effective estate planning - Genus Portfolio Manager Grant Conroy and Heritage Trust's Nicole Garton join us to help uncover effective methods for smooth family wealth transitions.Read More >
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