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Genus Weekly In Focus – Addressing COVID-19 Concerns Week-11

Share on facebook Share on Facebook Share on twitter Make a Tweet Share on linkedin Share on LinkedIn Reaching almost three months of the Genus Weekly Video, on this week’s video we feature Justin Hahn, Genus’ in House Economist. Justin updates us on heightened

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Genus’ Fossil Free Portfolios explained

Deciding to move your assets away from fossil fuel intensive portfolios is the first big step in your new responsible investment journey, but choosing the right portfolio to align your investments with your values can be challenging. Below, we’ve outlined Genus’ suite of Fossil Free

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Genus Weekly In Focus – Addressing COVID-19 Concerns Week-10 On this week’s Genus Weekly in Focus video, we feature Mary Lou Miles, Partner and Director of Wealth Management at Genus, and our host Wayne Watchel.  In light of phase two in multiple countries, Wayne Wachell tells us what is happening in the world,

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Genus Weekly In Focus – Addressing COVID-19 Concerns Week-9 As we go through these unprecedented times, we want to ensure that we continue to provide you with up to date information. In this week’s segment, Mike Thiessen (partner and director of sustainability) and Leslie Cliff, go in-depth on our Genus Fossil Free and

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Approaching asset management during a pandemic

The COVID-19 pandemic has resulted in an unprecedented crash in our global markets, unlike anything we’ve seen in modern history. Defined by its volatility, velocity, and magnitude, never before has industry collapse been so sudden and vast. This has left many investors across Canada and

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Genus Weekly In Focus – Addressing COVID-19 Concerns Week-8 As we go through these unprecedented times we want to ensure that we continue to provide you with up to date information. In these weekly segments our founders, Wayne Wachell and Leslie Cliff, will provide you with our insights on what’s going on around the

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Genus Weekly In Focus – Addressing COVID-19 Concerns Week-7 Share on facebook Share on Facebook Share on twitter Make a Tweet Share on linkedin Share on LinkedIn Transcript Leslie Cliff: [00:00:00] So welcome, everybody, to week seven. And the first week Wayne did tell us this would be a long time and it’s

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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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