Impacting the future todayTM
Events

Watch on Demand – Estate Planning: The Greatest Gift

In this session, Emma will share insights on how to prepare, protect your legacy, and ensure your wishes are carried out. Estate planning is more than financial documents—it’s one of the greatest gifts you can give your loved ones.

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Uncategorized

Protected: Watch on Demand – Genus Commodity Fund Overview

There is no excerpt because this is a protected post.

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Blog

Why Healing Forests Matter – And How the David Suzuki Foundation Is Helping Them Thrive

We spend a lot of time working with our clients to align their investments with their ESG values. But we also make sure we walk that talk as a company. 

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Blog

How to Make An Impact Beyond Impact Investing

At Genus, we believe that impact is most meaningful – and sustainable – when it’s built on a broader foundation. It’s a powerful way to rethink how you contribute, using not just your dollars but also your time, talent, relationships, values and knowledge to drive the outcomes you care about most.

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Events

Genus Quarterly – Summer 2025

Watch our quarterly commentary above featuring Portfolio Manager Mary Lou Miles and Macro Strategist Justin Hahn. 

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Blog

The AI Boom Is Fueling a Renewable Energy Race – And It’s an Opportunity for Impact Investors

As AI evolves and proliferates at breakneck speed, its insatiable need for energy is surpassing the capacity of today’s infrastructure. This rapid growth in energy consumption is forcing companies to rethink how AI is powered. And that means opportunities for renewable energy sector investors.

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Insights

Watch on Demand – Estate Planning: The Greatest Gift

Over the next two decades, we’ll witness the largest transfer of wealth in history as assets move from one generation to the next. For families, this moment—known as the Great Wealth Transfer—underscores the importance of thoughtful estate planning. In this session, Emma will share insights on how to prepare, protect your legacy, and ensure your wishes are carried out. Estate planning is more than financial documents—it’s one of the greatest gifts you can give your loved ones.

Resources

Johns Southward Estate Planning Checklist

Speakers

Linkedin

Jill Bester

Client Relationship Manager | Partner

Genus Capital Management

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.

Linkedin

Emma McArthur

Partner

Johns Southward

Emma focuses her practice on estate planning, estate administration, incapacity planning and trusts. Emma has taught estate planning to lawyers in training at the Professional Legal Training Course and presents regularly at continuing education conferences for lawyers, accountants and financial planning professionals. Emma has been recognized in Best Lawyers in Canada each year since 2015 and has a BV Distinguished peer-review rating from LexisNexis-Martindale-Hubbell. Emma is also a winner of the Widdifield Award, presented annually to the author of an article published in the Estates, Trusts and Pensions Journal which best addresses an estate and trust law issue on the basis of originality, technical merit, creativity and contribution to the body of law.

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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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