Impacting the future todayTM
The Genus Team
Our dedicated
team of professionals
At Genus, we believe in diversity and inclusion. We thrive in a fast-paced environment working alongside a dynamic group of professionals in our Vancouver and Toronto offices.
A proud B-Corp employee-owned company, we offer rewarding opportunities and are committed to personal and professional growth.
Portfolio Managers / Client Relationship Managers
Jill Bester, CIM, CFP
Client Relationship Manager / Partner
As an client relationship manager, I specialize in asset management and financial planning for clients. I value honesty and transparency. Our business is built on the understanding of our clients’ needs and objectives first and foremost. Trust is earned not granted and I strive to strengthen all relationships by doing the right thing. Continuing education throughout my career has been a professional accomplishment enabling me to reach my career aspirations. As an avid golfer, I am looking forward to getting out on the course to try out my new driver. I also love being with my family out on our boat exploring the Salish Sea or skiing up at Mount Washington. I am the proud mother to three amazing individuals and fortunate to have the love and support of my partner.CONTACT JILL
Darryl Brown, CFA
Head of Eastern Canada / Associate Client Relationship Manager
As the Head of Eastern Canada, my role is to empower clients and support them in making financial decisions that support the life they want to live.
I’m passionate about financial literacy and ensuring people feel included and confident when talking about money. I want everyone to understand Investing in ways that make sense to them and respect their personal values.
When not at work, I love exploring Toronto’s parks, music and food scene with my partner and our two kids who bring us an incredible amount of joy.
CONTACT DARRYL
Grant Conroy, CIM, FEA
Portfolio Manager / Partner
As a portfolio manager, I work with institutions, individuals, and families.
I have a long history of being dedicated to stay ahead of the markets having started my career in 1996, covering some of the world’s largest asset managers. I continue this market journey and seek to add value on a more personal basis.
As a qualified Family Enterprise Advisor, I am versed in the complexities that can come with family wealth. This can range from how to prepare and educate the next generation and communicating legacy intentions to protecting family unity.
My own values include equality, learning, and integrity.
Outside of work, I am the chief “dad joke” teller in our household and serve on two not-for-profit boards.
CONTACT GRANT
Thomas Irwin, CIM, CFP
Client Relationship Manager / Partner
As a Client Relationship Manager, my specialty is in investment management and financial planning. I am a Chartered Investment Manager and a Certified Financial Planner.
Honesty, integrity, authenticity, learning and helping others are values at the core of my work. These values drive me to be ethical, transparent and put client’s needs first. I’m a firm believer that constantly learning and growing in an ever changing and challenging environment is the key to success.
Outside of work I am a sports enthusiast and I love to travel.
CONTACT THOMAS
Ian M Lusher, CFP, CIM
Portfolio Manager / Partner
I am a portfolio manager and financial planner, specializing in serving individuals, families, holding companies, and foundations by creating customized investment portfolios.
Outside of work, I love being active. Whether it is the gym, golfing or cycling you’ll likely find me on the go. I am an avid and long-suffering Canucks fan, and I never miss an F1 race. My wife and I love to travel. I am also a fountain of useless knowledge which makes me useful for trivia night.
CONTACT IAN
Tiffany Lusher, CIM, CFP, MFA-P
Portfolio Manager / Partner
As a Portfolio Manager, I work with individuals and families by creating investment portfolios that align with their long-term goals and values. 20+ years in the Financial Industry have enabled me to have extensive experience with professional individuals who invest through a holding company.
I believe in working closely with my clients to develop an understanding of what they really need and want. Honesty, integrity, learning and empathy are values at the core of my work. I listen.
Outside of work, you will find me exercising, spending quality time with my dog, and travelling with my husband. I am an F1, tennis, and baseball fan.
CONTACT TIFFANY
Mary Lou Miles, CFA, TEP
Portfolio Manager / Partner
I am a partner and former head of wealth management. I believe integrity, honesty, and empathy are fundamental to great results for both our clients and our staff internally.
My areas of expertise are in cash flow planning, estates, and trusts. I oversee all of these aspects into our clients’ portfolio management, including inter-generational wealth. I love to hear people’s stories and use my resources to connect them with others who can help guide them in their journey.
When I’m not working, I love to travel with my family to new and familiar places. Beyond that, I find joy in the small pleasures of reading, going for walks or volunteering in my community.
CONTACT MARY LOU
Sue-May Talbot, CIM
Portfolio Manager / Partner
As a portfolio manager, I work with individuals and families to help create impactful portfolios that align with their values while serving their goals, such as saving for the future or making the most out of retirement. My collaborative and solutions-driven approach has helped me to create strong client partnerships.
As Genus’ first hire in 1989, I have extensive experience and knowledge to meet my clients’ needs. I am proud to contribute to an organization that continues to innovate and has become a leader in sustainable investments. My own personal values include honesty, integrity and inclusion.
I am a total gym rat. I believe that exercise is so important for mental and physical health. I look forward every year to our family vacations with my husband and two boys.
CONTACT SUE
Stephanie Tsui, MSc
Chief Sustainability Officer / Portfolio Manager / Partner
As Chief Sustainability Officer, I oversee allocation of our sustainable initiatives,
working with our clients to navigate their journey in aligning their investments with
their missions and values
Ethics, integrity, equality, harmony, and accountability are the values that guide my life and career. I have always loved a systematic approach to investing and risk management. I also value the interpersonal element that focuses on trust, meaningful long-term relationships, and accountability to our communities and our planet.
Outside of work, I enjoy spending time with my husband and my little ones. We enjoy going outdoors and exploring nature.
CONTACT STEPHANIE
Huanyu (Lisa) Zhang, CFA, MSc, MA
Head of Equity Investments / Portfolio Manager / Partner
As head of equity investments, I am responsible for managing our equity investment strategies and overseeing our rebalancing, portfolio construction and trading process.
I am passionate about quantitative investment research and the cutting edge, innovative concepts that result from it.
Outside of work I enjoy travelling with my growing family.
CONTACT LISA
Kenneth Sinn, CIM
Institutional Client Relationship Manager
As an institutional client relationship manager, I am passionate about delivering high quality service to institutional and foundation clients.
I love to teach others and learn from members of my team, collaboration is key.
In my spare time, I enjoy exploring different hiking trails.
Leadership Team
Stephen Au, MBA, CPA, CGA
CEO / Partner
Since joining Genus in 2001, I’ve seen our firm evolve into a leading provider of sustainable investments. As CEO, I am proud to support delivering investment solutions to our clients.
My 2019 CFO of the Year Award was possible because of the hard work, focus, and dedication of our team. It’s also a reflection of our shared values.
When not at work, I enjoy spending time with my wife and daughter whose laughter brings balance.
CONTACT STEVE
Leslie G. Cliff, BSc, OC, CFA
Co-Founder & Chair of the Board
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.
CONTACT LESLIE
Mary Lou Miles, CFA, TEP
Portfolio Manager / Partner
I believe integrity, honesty, and empathy are fundamental for both our clients and our staff.
I oversee all of these aspects into our clients’ portfolio management. I love using my resources to connect them with others who can help guide them.
I love travelling, reading, going for walks or volunteering.
CONTACT MARY LOU
Sue-May Talbot, CIM
Portfolio Manager / Partner
I work with individuals and families to help create impactful portfolios that align with their values while serving their goals.
I’m proud to contribute to an organization that is a leader in sustainable investment. My values include honesty, integrity and inclusion.
I look forward to my family vacations every year.
CONTACT SUE
Stephanie Tsui, MSc
Chief Sustainability Officer / Portfolio Manager / Partner
As Chief Sustainability Officer, I oversee allocation of our sustainable initiatives,
working with our clients to navigate their journey in aligning their investments with
their missions and values
Ethics, integrity, equality, harmony, and accountability are the values that guide my life and career. I have always loved a systematic approach to investing and risk management. I also value the interpersonal element that focuses on trust, meaningful long-term relationships, and accountability to our communities and our planet.
Outside of work, I enjoy spending time with my husband and my little ones. We enjoy going outdoors and exploring nature.
CONTACT STEPHANIE
Wayne Wachell, CFA, MBA
Executive Chair Person & Co-Chief Investment Officer
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.
CONTACT WAYNE
Shannon Ward, BA
Chief Growth Officer / Partner
As Chief Growth Officer, my focus is to amplify the mission and message of Genus, informing investors that it is possible to build a financial legacy that does not contribute to climate change.
My core values are mentorship, collaboration, and innovation.
I can often be found cycling, hiking or snowboarding with my husband and son.
CONTACT SHANNON
Fred Yeo, CPA, CMA
Chief Compliance Officer
As Chief Compliance Officer, I oversee regulatory compliance and manage compliance risk for the organization with a focus on ensuring that an effective compliance program is in place that meets the requirements of securities law and regulations.
I am passionate about continuous learning and keeping up to date with evolving regulations and accounting practices.
When I’m not working I’m actively windsurfing or playing tennis.
CONTACT FRED
Virginia Yu, BSc
Head of Information Technology / Partner
I am responsible for managing IT operations and financial data processing, enabling Genus to achieve our business objectives.
Accountability, organization, and efficiency are the fundamentals to my work.
Outside of work, I love spending time with my husband and three sons.
CONTACT VIRGINIA
Huanyu (Lisa) Zhang, CFA, MSc, MA
Head of Equity Investments / Partner
As the head of equity investments, I am responsible for managing our equity investment strategies and overseeing our rebalancing, portfolio construction and trading process.
I am passionate about quantitative investment research and the cutting edge, innovative concepts that result from it.
Outside of work I enjoy travelling with my growing family.
CONTACT LISA
Carol Cheong, CPA, CMA
Head of Accounting & Fund Operations / Partner
As the head of accounting & fund operations, my role is to lead the team in maintaining fund operations. This includes reviewing fund valuations and ensuring settlements are processed properly.
I’ve led numerous process improvement projects in my career. My expertise is to improve the automation of processes to reduce the amount of manual work.
During weekends or vacations, I enjoy hiking and other outdoor activities with my husband and dog. We love travelling around as well.
CONTACT CAROL
Batool Tejani, BBA, CIM
Head of Client Services / Partner
As the Head of Client Services, I focus on teamwork, efficiency and effective communication to provide clients and portfolio managers with exceptional service.
In my down time you’ll find me exploring local trails or running the seawall; or in the studio designing the latest in Pakistani fashion.
CONTACT BATOOL
Investment Team
James Dick, BAH, BComm
Senior Sustainable Investment Associate
I am passionate about creating positive change and as a Sustainable Investment Analyst I work to provide clients with market leading impact investment products.
I believe that the honesty, passion, and continuous learning are key to building the best workplace to provide clients with maximum value.
Outside of work I can be found working out, reading, and enjoying nature.
Justin Hahn, BA
Macro Strategist / Partner
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.
Sunny Huan
Investment Analyst / Partner
As an investment analyst, I conduct data analysis and equity research; helping the team make informed decisions.
Commitment and cooperation are the most important values to me.
Outside of work, I blow off steam doing yoga.
Arthur Ho
Trader/Analyst
As an analyst and a trader, I am responsible for equity trading, monitoring and conducting research on transaction costs and ensuring execution quality.
My values are trust and personal growth which help me build strong relationships with my clients and colleagues.
Outside of work you’ll often find me snowboarding, or cycling.
Kenneth Sinn, CIM
Institutional Client Relationship Manager
As an institutional client relationship manager, I am passionate about delivering high quality service to institutional and foundation clients.
I love to teach others and learn from members of my team, collaboration is key.
In my spare time, I enjoy exploring different hiking trails.
Stephanie Tsui, MSc
Chief Sustainability Officer / Portfolio Manager / Partner
As Chief Sustainability Officer, I oversee allocation of our sustainable initiatives,
working with our clients to navigate their journey in aligning their investments with
their missions and values
Ethics, integrity, equality, harmony, and accountability are the values that guide my life and career. I have always loved a systematic approach to investing and risk management. I also value the interpersonal element that focuses on trust, meaningful long-term relationships, and accountability to our communities and our planet.
Outside of work, I enjoy spending time with my husband and my little ones. We enjoy going outdoors and exploring nature.
Wayne Wachell, CFA, MBA
Executive Chair Person & Co-Chief Investment Officer
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.
CONTACT WAYNE
Jacob Wong, MSc
Research Analyst
As a Research Analyst, I assist the investment team in researching new strategies and ideas.
Qualities I value are curiosity, open-mindedness, and equality.
Outside of work I enjoy snowboarding during the winters, and hiking or golfing in the summer.
Huanyu (Lisa) Zhang, CFA, MSc, MA
Head of Equity Investments / Partner
As head of equity investments, I am responsible for managing our equity investment strategies and overseeing our rebalancing, portfolio construction and trading process.
I am passionate about quantitative investment research and the cutting edge, innovative concepts that result from it.
Outside of work I enjoy travelling with my growing family.
Holly Moore
Institutional Client Relationship Associate
As an institutional client relationship associate, I am committed to working as a team with my colleagues and our institutional and foundation client to ensure an excellent client experience with Genus.
I am passionate about creating positive impact within the sustainability space through innovative solutions and co-creative collaborations.
When I’m not working you can find me writing fiction or hiking up a mountain.
Pallab Doley
Sustainable Investment Analyst
I support impact fund managers unlock capital from values-aligned investors to advance social and environmental goals.
I enjoy supporting innovation and new initiatives. A collaborative work environment is key for a high-growth career.
Outside of work, I enjoy learning new sports and water activities. I’m always up for a game of squash.
Operations Team
Kavya Arora
Accounting and Compliance Administrator
As the Administrator of Accounting and Compliance, my role includes reviewing and reconciling accounts, and maintaining financial accuracy.
Discipline, commitment, and teamwork are the values that I strongly believe in. I’m a keen learner and always try to strive for best.
Outside work, you will see my painting and listening to music. I love to explore new places and appreciate the beauty of nature.
Tyler Arseneault
Software Developer
As a software developer at Genus, I’m focused on quality assurance for our platform.
Commitment to open communication and understanding in my work is important to me.
I enjoy a good book and a hot cup of tea on a rainy day.
Stephen Au, MBA, CPA, CGA
CEO / Partner
Since joining Genus in 2001, I’ve seen our firm evolve into a leading provider of sustainable investments. As COO, I am proud to support delivering investment solutions to our clients.
My 2019 CFO of the Year Award was possible because of the hard work, focus, and dedication of our team. It’s also a reflection of our shared values.
When not at work, I enjoy spending time with my wife and daughter whose laughter brings balance.
Carol Cheong, CPA, CMA
Head of Accounting & Fund Operations / Partner
As the head of accounting & fund operations, my role is to lead the team in maintaining fund operations. This includes reviewing fund valuations and ensuring settlements are processed properly.
I’ve led numerous process improvement projects in my career. My expertise is to improve the automation of processes to reduce the amount of manual work.
During weekends or vacations, I enjoy hiking and other outdoor activities with my husband and dog. We love travelling around as well.
Aimee Coutts
Senior Client Service Associate
As a client service associate, my focus is to learn as much as I can from my colleagues to enable me to provide the best customer experience possible.
My values are transparency, equality, and social responsibility. I take my work seriously, never myself!
Outside of work you’ll often find me walking my dog, spending time outdoors with my friends and family, or in the gym trying to beat my personal records!
Leonardo D’Amato
Software Developer
As a software developer, my focus falls into computer science and statistics.
My core values include honesty, integrity, and cooperation, I believe these are the basis for fulfilling work.
When not at work, I like to spend time with my partner, friends, and my cats, and watching sports.
Graham Farmer, BA
Marketing Lead
As the Marketing Lead at Genus, I am responsible for elevating the messages of our team through strategy, design, and coordination. I work with our teams to communicate the real difference our clients make through their investments and produce impact investing education resources to enable the common investor.
Creating positive impact through my work is my passion, I search for collaborative change wherever it can be found.
I love being outdoors, whether I’m skiing, hiking, or cycling, I live for a nice day.
Carol Ngai
Client Service Associate
As a client service associate, my everyday focus is to expand my knowledge in the financial industry and provide first class client experiences.
My values are trustworthiness, patience, and acceptance. I believe as they all play a key role to strengthen myself as whole while bonding with my peers and clients.
When I am not working, I love spending time with my husband and 2 daughters.
Reshu Reshu, BBE, PBD
Compliance Analyst
As a Compliance Analyst, I ensure that we follow rules and regulations by paying close attention to our regulatory framework and to make sure our operations remain fully compliant. I believe in living an honest and respectful life.
Outside of work, I enjoy spending time with my friends and family.
Batool Tejani, BBA, CIM
Head of Client Services / Partner
As the Head of Client Services, I focus on teamwork, efficiency and effective communication to provide clients and portfolio managers with exceptional service.
In my down time you’ll find me exploring local trails or running the seawall; or in the studio designing the latest in Pakistani fashion.
Shannon Ward, BA
Chief Growth Officer / Partner
As Chief Growth Officer, my focus is to amplify the mission and message of Genus, informing investors that it is possible to build a financial legacy that does not contribute to climate change.
My core values are mentorship, collaboration, and innovation.
I can often be found cycling, hiking or snowboarding with my husband and son.
Fred Yeo, CPA, CMA
Chief Compliance Officer
As Chief Compliance Officer, I oversee regulatory compliance and manage compliance risk for the organization with a focus on ensuring that an effective compliance program is in place that meets the requirements of securities law and regulations.
I am passionate about continuous learning and keeping up to date with evolving regulations and accounting practices.
When I’m not working I’m actively windsurfing or playing tennis.
Virginia Yu, BSc
Head of Information Technology
I am responsible for managing IT operations and financial data processing, enabling Genus to achieve our business objectives.
Accountability, organization, and efficiency are the fundamentals to my work.
Outside of work, I love spending time with my husband and three sons.
Carol Yuen, BBA
Administrator / Accounting and Compliance
As the administrator of finance and compliance, my focus is on corporate accounting.
The values I hold central to my work include responsibility, reliability, and flexibility.
Outside work I love volunteering in my community.
Marina Sequeira
Client Service Associate at Genus
As a Client Service Associate at Genus, my job is to provide administrative support to the portfolio managers and an exceptional client service to our clients.
Alongside growing my knowledge and continuing to learn about the financial industry. My core values are integrity, teamwork, positivity, and hard work along with the willingness to learn and adapt to change.
When I am not working you will find me spending time in the nature, photography, travelling, reading, and exploring cafes and restaurants.
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