Our Achievements

Our achievements

How we’ve been recognized

At Genus, we focus on providing excellence in client experience, developing investment innovation, and cultivating our team.

Highlighted below are some of the ways we have been recognized for our efforts.

Clean16 honouree

Genus CEO, Wayne Wachell, was listed as an outstanding contributor to clean capitalism as an honouree of the Clean16 individuals in Canada in 2019.
Clean16 recognizes the top 16 outstanding contributors toward a job-rich, cleaner, healthier, innovation based low-carbon economy supporting all Canadians to clean capitalism.

Through the development of a winning fossil-free investment strategy and the production of several Divestment Reports on the data of the fossil-free portfolios, Genus has encouraged Canadian investors that even in a resource-heavy economy, it is possible to build a financial legacy that does not contribute to climate change.

RIA Leadership Awards finalist

Genus Capital was honoured as the runner-up for the 2020 RIA (Responsible Investment Association) Leadership Award – Market Education, recognizing our unique contribution to advancing responsible investment in Canada.

RIA’s Market Education category recognizes companies that encourage sustainable investment by educating the investment market and sharing their expertise.

Business Reinvention Awards 2021 Environmental Leader runner-up

The Vancouver Board of Trade Business Reinvention Awards 2021 recognize businesses who have reinvented, adapted, and shown resilience in the face of all challenges and barriers in 2020.

Genus was honoured as a runner-up in the Environmental Leader category.

 

BC Business of Good Awards runner-up

The BC Business of Good awards aim to celebrate organizations throughout BC that turn the principles of social responsibility into action.

Genus was honoured as the runner-up in the Environmental Sustainability category in 2020.

Genus’ Stephen Au named one of BC’s top CFOs

Genus CFO Stephen Au was named one of BC’s top CFOs by Business in Vancouver in 2019.

In addition, as Chief Operating Officer at Genus, Stephen is responsible for client record-keeping and maintaining the accounts for the Genus Capital pooled fund components.

He also serves as the firm’s Chief Compliance Officer, Privacy Officer, and Internal Auditor. Steve joined Genus in 2001 and has been a partner since 2007.

Genus co-founder Leslie Cliff named one of BC’s most influential women in finance

Founding partner, chair and portfolio manager, Leslie Cliff, was named one of BC’s most influential women in finance by BC Business in 2019.

She also serves as Chair of the Genus Board of Directors. Leslie has worked in the portfolio management and client service area of the investment business since 1986.

Leslie is an Olympic swimming medallist in the 400 metre individual medley, an honorary chartered accountant, and an Officer of the Order of Canada.

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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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