Genus has offered Canadians sustainable investment solutions since 1994, helping individuals and organizations leverage social and environmental impact through their investments. Since 2014, we’ve demonstrated to Canadian investors that, even in a resource-heavy economy, it is possible to build a financial legacy that does not contribute to climate change.

We demonstrate gender and ethnic diversity throughout our entire team, including our management and board of directors. We are also proud to have been a certified B Corp since 2017. 

We screen out industries or companies that don’t align with your values and integrate environmental, social, and governance (ESG) screening into your investments. This includes screening for fossil fuels, indigenous conflicts, and gender and other social inequalities. 

Genus offers several types of values-based investing:

Impact investing screens out harmful industries in your portfolio with success being measured by both financial returns and the achievement of tangible positive social or environmental impact. 

Sustainable investing uses Environmental, Social, and Governance (ESG) screens to assess the sustainability of companies and countries. These three factors are seen as best embodying the three major challenges facing corporations and society at large: climate change, human rights, and adherence to laws.

Responsible investing eliminates or adds investments based solely on specific ethical considerations. Socially responsible investors avoid investing in companies with a negative impact. These companies may take part in the following industries: alcohol, tobacco, and other addictive substances; gambling; weapons production; human rights and labor violations; and environmental damage.

Book a call with one of our client relationship managers. We’ll assess your needs and recommend a portfolio to suit your financial goals.

In order to open an account with us, you’ll need to provide photo identification. Upon activating your account, we’ll also provide you with our Investment Policy Statement and Management Agreement. Once your account is set up, we’ll also require you to submit your banking information.

For individual and family investors, we offer two different investment services. For our Digital Wealth Management service, the minimum deposit is $100,000. For our Personal Wealth Management service, the minimum deposit is $500,000. 

Investors using our Digital Wealth Management service will do an onboarding and annual consultation with an experienced client relationship manager to understand their investment goals. This service also includes access to advice from our investment advisors via phone, email, and video. 

Investors using our Personal Wealth Management service will do a detailed planning session in addition to having a customized portfolio managed by a personal client relationship manager. 

Need assistance with your portfolio? Reach out to your contact at Genus or contact us here.

To determine if Genus is the right fit for you, please book a call with one of our client relationship managers who will be happy to explore options with you.