About Us

Your future. Our focus.

Sustainable investing solutions
for Canadians since 1994

Since 1989, Genus Capital Management has created innovative investment solutions for institutions and families.

We are an independent investment management firm with offices in Vancouver and Toronto. Our global perspective leverages data technology to gain investment insights. We evaluate global investment markets systematically and continuously to identify hidden opportunities and better manage risk.

How it all started

Our founders, Wayne Wachell and Leslie Cliff, share the story of how Genus began and where we’re going next.  

Our values

Foster client success

Everything we do is directed towards client success.
We listen to client needs and aspirations, tailor and execute a strategy unique to their situation, guiding them on their ever-evolving journey.

Drive innovation

Driving innovation since day one by advancing investment technology and values-based solutions. In a rapidly changing world, we deploy cutting edge research and strategies to enhance client performance.

Create impact

We impact our clients by building a vision, while aligning their portfolio and values. As a result, we achieve their financial goals and make a positive difference for our planet.

Helping to build a better future
Our mission

Our investment philosophy

At Genus, we know you value a portfolio that is tailored to your needs. Our securities are selected by specialist teams who have in-depth expertise in each asset class and deliver proven results. We take a global view and employ dynamic asset allocation.

We believe that geographical diversification helps reduce portfolio risk and expose you to the best opportunities. Did you know that Canada represents less than 5% of the world’s stock markets? That’s why we believe that maintaining a wide perspective is essential to success.

To expand your portfolio globally, we invest in leading companies in each region. For instance, Canada has some of the top banks, while the US is strong in technology, and Europe is known for its pharmaceuticals. This approach also helps reduce risk.

Ultimately, the most important thing is that your holdings are positioned to meet your objectives. We ensure this by gaining a deep understanding of your goals and designing a customized strategy. To deliver the best results, we are always looking for innovative ways to strengthen our technology, data analysis, and investment process.

Experience matters

When you hire Genus, you benefit from the insights, wisdom and judgment that only experience can bring. You will receive counsel and service from one of our portfolio managers, each of whom brings more than 10 years of investment knowledge to the table. By navigating large portfolios through multiple market cycles, we’ve gained a valuable perspective that allows us to deliver prudent money management.

Unbiased advice

As an independently-owned business, Genus is proud to be one of the few investment management companies not owned by a major bank. This significantly reduces conflicts of interest. Our fees are based on assets under management; therefore, our success is tied to your asset growth.

Your money is secure

At Genus, when we act as your manager, we never hold any of your cash or securities. We always hold your savings and investments in trust, safeguarded by an independent custodian, such as RBC Investor & Treasury Services. RBC I&TS is among the top 10 global custodians in the world and is the leading provider of investor services in Canada.

Continuous innovation

We are at the forefront of investment innovation. We are driven by a desire to find better ways to serve our clients. We focus on developing new ideas rather than limiting ourselves to conventional thinking.

While some of our Canadian peers focused only on the TSX (Toronto Stock Exchange), we started as a global manager enabled by a scalable data-driven process. Even though ESG (Environment Social and Governance) is popular today, Genus was one of the first to incorporate it in the investment management process about 25 years ago. Almost 10 years ago, we created a research-based asset allocation software to assist with aligning clients’ portfolios.

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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