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.

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.

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.

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.

Events