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Blog

Thinking About Switching Investment Advisors? Here’s What You Need to Know

For many people, current economic and global events have also prompted a reevaluation of financial priorities – in fact, 83 per cent of Canadians are rethinking their financial plans due to growing economic uncertainty. 

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Events

Watch on Demand – AI’s Role in Investing

Join us for an insightful webinar hosted by Wayne Wachell, Shannon Ward, and Pavan Mirla designed to explore the evolving role of AI in investing. Through a dynamic fireside chat, we’ll discuss the current state of AI development, its impact on financial markets, and how it’s being leveraged at Genus to enhance both portfolio management and client experience.

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Blog

How Female Philanthropists Are Combining Impact Investing and Giving to Create Meaningful Change

Addressing and advancing social issues is at the core of most philanthropists’ goals. And doing it twice, by investing the funds for impact before they’re bestowed, has been happening around the world – and here in Canada – for decades.

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Blog

What Investors Should Know About AI and its Role in Wealth Management

Women face financial barriers and inequalities in all areas including earning, spending, saving, borrowing and financial planning, Kelly adds. And these inequalities start early in life. We need to address gender inequalities for women and investing.

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Events

Watch on Demand – Women & Investing: Building Wealth With Confidence

Join us for an insightful webinar hosted by Sue Talbot, designed to help you gain the knowledge and confidence to take control of your investments.

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Blog

We need to address gender inequalities for women and investing. Here’s how to get started

Women face financial barriers and inequalities in all areas including earning, spending, saving, borrowing and financial planning, Kelly adds. And these inequalities start early in life. We need to address gender inequalities for women and investing.

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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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