Genus Webinar - Advancing Impact Investing through Collaboration
We meet our clients
where their values are
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Where values meet
measurable results
Read Our Impact Report
Impact Equity Fund
with 10 year track record
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Quantitative modeling
drives performance
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Empower your investments with your values

Genus Capital Management, your trusted partner across Canada, with offices in Vancouver and Toronto, is an independent investment management firm deeply committed to values-based investing. 

Our mission revolves around helping our clients achieve their financial aspirations while aligning their investments with their personal values. 

Eager to make a positive impact with your financial decisions? We’ve got you covered.  

 

We specialize in the following:

Responsible Investing

Considering ESG factors in your portfolio makes good sense, from risk management to long-term performance considerations. Find out how. 

Fossil Free Investing

Looking for investments for your portfolio that screen out industries or companies that don’t align with your values? You’ve come to the right place. 

Impact Investing

Want to make a quantifiably positive impact with your portfolio? Go beyond negative screening to include companies making positive change in the world. 

We can meet our clients where their values are by offering portfolios that feature solutions from light ESG integration to highly customized private impact.  

Who we work with

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Individuals & families

 

If you are an individual investor or family  seeking reliable performance combined with customized, trustworthy guidance you are in the right place.

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Institutional investors

 

If you represent a pension fund, trust, foundation or Indigenous community, we have cutting-edge, values-driven investment solutions for you.

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Investment
advisors

 

If you’re an advisor looking for high impact investment solutions for your clients without risk of exposure to private asset classes, we can help.

The benefits of working with us

Your Dedicated
Portfolio Partner

Your Dedicated
Portfolio Partner

Experience the personalized touch of a one-on-one relationship with our seasoned experts.

Active
Risk Management

Active
Risk Management

Elevate your investment strategy beyond diversification with portfolios that adapt to evolving markets.

Values-Driven
Investing

Values-Driven
Investing

Put your money to work in purpose-driven, resilient businesses that make a meaningful impact.

Seamless
Digital Access

Seamless
Digital Access

Enjoy the convenience of managing your investments effortlessly, from any location, at any time.

Precisely Tailored
Investments

Precisely Tailored
Investments

Trust us to craft customized portfolios meticulously designed to align with your distinct financial aspirations and objectives.

Boutique Expertise

Boutique Expertise

Our dedicated team of employee-owners is wholeheartedly committed to your financial success.

Genus insights

  • Some investors are asking whether they should reduce their exposure to U.S. equities because of tariffs, political developments or concerns about the direction of the American economy. The key for investors is understanding what today’s global changes mean for the companies and assets they own – and how to ensure their portfolio genuinely aligns with their goals and values....

  • Estate planning is often reduced to documents and structures, but the families who navigate it best start somewhere deeper: their values. Join Genus Capital Management for a live session on values-based estate planning, exploring how a family's values and intentions should shape the legal and financial structures they put in place — and how to keep beneficiaries, communication, and trust at the center of the plan....

  • Climate change is no longer a long-term scenario that businesses and investors can plan for someday. It's reshaping how companies operate today....

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Ready to make an impact with your investments?

Call us
Call Us
1-800-668-7366

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