Insights

2021 Review and 2022 Outlook – Watch on Demand

Watch on demand – Join the Genus leaders as they revisit the highs and lows of 2021, with a peek behind the curtain at the firms market insights, investment processes and a look ahead at what’s in store for 2022.
 
This annually hosted webinar covers some of the biggest events of the previous year and gives a look ahead at key factors for the upcoming year including:
 
  • Inflation Concerns
  • China’s Influence
  • Covid Expectations

Speakers

Leslie G Cliff – Chair of the Board, & Co-Founder

I’ve always remained intensely client-focused, promoting and personifying the attributes of accountability and transparency.

A goal of mine is to make Genus a successful firm for all stakeholders including clients, staff, shareholders and the community.

Outside of work I can be found cycling with my husband and teaching my grandchildren to swim.

Mike Thiessen – Chief Sustainability Officer & Partner

As Chief Sustainability Officer, I oversee allocation of our sustainable initiatives, including the research and portfolio construction that goes into this.

I’m passionate about environmental and social issues, I need to make an impact with my career.

Outside work, I value spending time with my wife and three kids.

Simon Senécal – Portfolio Manager, Responsible Investment, Partner

Alpha Fixe Capital

As Portfolio Manager, Simon works on developing the Green Bond Fund that allows AlphaFixe to expand its influence in responsible investment. Simon oversees the ESG analysis and develops the necessary management tools to measure the portfolios’ carbon footprint and assess climate risks. Simon is also involved in the firm’s investment strategy as well as customer service.

Prior to joining AlphaFixe Capital, Simon worked as an Investment and Treasury Manager at Commission de la construction du Québec (CCQ), where he oversaw various external mandates. In addition, he was a member of the Sustainable Development Committee. Simon also worked at the Treasury of Desjardins Group as Credit Analyst.

Simon holds a Master’s degree in Finance from Sherbrooke University and a Bachelor’s degree in economics from UQAM. He also holds a Sustainable Investment Professional Certification from Concordia University.

Wayne Wachell – Executive Chairperson, Chief Investment Officer & Co-Founder

Co-founding Genus and creating one of Canada’s first fossil free funds has been a tremendously thrilling accomplishment.

My mantra is simple: focus on adding value for your clients, everything else will follow.

In my down-time I enjoy reading history and geopolitics, or spending time with my wife and two granddaughters.

Justin Hahn – Macro Strategist

I am a Macro Strategist. My focus is on economic research and tactical asset allocation.

Innovation, time management, and efficiency are key values to good work.

Taking in the great outdoors is my favourite pastime, whether it is hiking or camping.

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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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