The Genus Team

Meet your 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.

A proud B-Corp employee-owned company, we offer rewarding opportunities and are committed to personal and professional growth.

Portfolio Managers

Jill Bester, CIM, CFP

Associate Portfolio Manager

she/her/hers

As an associate portfolio manager, I specialize in asset management and financial planning.

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

Email | Phone | LinkedIn | Book Meeting

Grant Conroy, FEA, CIM

Portfolio Manager / Partner

he/him/his

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

Email | Phone | LinkedIn | Book Meeting

Thomas Holloway headshot

Thomas Holloway, CFA, MSc

Portfolio Manager / Partner

he/him/his

I have been a capital markets professional since 2006 as a trader, fixed income specialist, and Portfolio Manager. I am also a finance professor at the University of Calgary and supervisor of our student-run investment fund and several other applied initiatives.

Leading our digital hybrid service, I get to work with clients to build thorough insight into how we manage our portfolio. I am passionate about technology, ESG (Environmental, Social and Governance) and corporate finance fundamentals.

I live in Calgary, Alberta with my family of five (plus the dog). We enjoy bike rides, campfires, skating, skiing, and playing in the snow.

CONTACT TOM

Email | Phone | LinkedIn | Book Meeting

Thomas Irwin, CFP, CIM

Associate Portfolio Manager / Partner

he/him/his

As an associate portfolio 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. I love to travel and I am a volunteer board member of KidSport North Shore.

CONTACT THOMAS

Email | Phone | LinkedIn | Book Meeting

Ian M Lusher, CFP, CIM

Portfolio Manager / Partner

he/him/his

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

Email | Phone | LinkedIn | Book Meeting

Mary Lou Miles, CFA, TEP

Portfolio Manager / Partner

she/her/hers

I am a partner and the director 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

Email | Phone | LinkedIn | Book Meeting

Sue-May Talbot, CIM

Portfolio Manager / Partner

she/her/hers

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

Email | Phone | LinkedIn | Book Meeting

Stephanie Tsui, MSc

Portfolio Manager

she/her/hers

As director of foundations and non-profits and portfolio manager, I work 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

Email | Phone | LinkedIn

Leadership team

Stephen Au, MBA, CPA, CGA

Chief Operating Officer / Partner

he/him/his

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.

CONTACT STEVE

Email | LinkedIn

Leslie G. Cliff, CFA, BSc, OC

Co-Founder & Chair of the Board

she/her/hers

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

Email | LinkedIn

Mary Lou Miles, CFA, TEP

Director of Wealth Management / Partner

she/her/hers

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

Email | LinkedIn

Sue-May Talbot, CIM

Portfolio Manager / Partner

she/her/hers

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

Email | LinkedIn

Mike Thiessen headshot

Mike Thiessen, CFA, MBA

Director of Sustainable Investments / Partner

he/him/his

As director of sustainable investments, I oversee allocation of our sustainable initiatives, including the research and portfolio construction that goes into this.

I’m passionate about environmental and social issues, I need to make an impact with my career.

Outside work, I value spending time with my wife and three kids.

CONTACT MIKE

Email | LinkedIn

Wayne Wachell, CFA, MBA

CEO & Chief Investment Officer

he/him/his

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

Email | LinkedIn

Shannon Ward, BA

Director of Marketing & Sales

she/her/hers

As director of marketing & sales, 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

Email | LinkedIn

Virginia Yu, BSc

Director of Information Technology / Partner

she/her/hers

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

Email | LinkedIn

Huanyu (Lisa) Zhang, CFA, MSc, MA

Director of Equity Investments / Partner

she/her/hers

As director 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

Email | LinkedIn

Investment team

Earendil Gutierrez, MSC

Research Analyst and Trader

he/him/his

As a research analyst and a trader, my areas of expertise are sustainable investment research, impact investing and trading.

I value honesty and teamwork.

Outside of work, my favourite pastimes include playing guitar, cooking, and board games.

Justin Hahn, BA

Macro Research Analyst

he/him/his

I am a macro research analyst. 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

she/her/hers

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.

Kenneth Sinn, CIM

Institutional Client Service Associate

he/him/his

As an institutional client service associate, I am passionate about supporting the Portfolio Managers, 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.

Mike Thiessen, CFA, MBA

Director of Sustainable Investments / Partner

he/him/his

As director of sustainable investments, I oversee allocation of our sustainable initiatives, including the research and portfolio construction that goes into this.

I’m passionate about environmental and social issues, I need to make an impact with my career.

Outside work, I value spending time with my wife and three kids.

Fiona Wu, MSc

Research Analyst

she/her/hers

As a research analyst my focus is factor investing and portfolio construction with our team.

I value innovation in my work, driving me to keep up with industry trends.

Outside of work I love getting out for a hike.

Huanyu (Lisa) Zhang, CFA, MSc, MA

Director of Equity Investments

she/her/hers

As director 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.

Operations team

Tyler Arseneault

Software Developer

he/him/his

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

Chief Operating Officer / Partner

he/him/his

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.

Graham Farmer, BA

Marketing Associate

he/him/his

As a marketing associate, I am responsible for elevating our messages through my design and writing.

Creating positive impact through my work is my passion.

I love being outdoors, whether I’m skiing, hiking, or cycling, I live for a nice day.

Carol Ferraz, MBA

Digital Marketing Coordinator

she/her/hers

As digital marketing coordinator, I focus on digital marketing, SEO, inbound and video editing.

My core values are respect, trust, and equality.

I enjoy spending time in nature, traveling, or volunteering at an animal shelter.

Arthur Ho

Client Service Associate

he/him/his

As a client service associate, my focus is in providing top-tier client experiences.

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.

Daniel Kailly

Software Developer

he/him/his

As a software developer, my focus is on building value through technology.

I value making a positive impact with my team, and believe great things can happen when people can unite with a common goal.

I’m an easy going person. I love to read and bike.

Jeff McBride, BSc

Software Developer

he/him/his

As a software developer, my focus is ensuring the company reaches the client effectively.

Integrity, reliability, and efficiency are the basis for fulfilling work.

Outside of my work, I love going on hikes and I won’t miss a Raptors game.

Maria Melly, BA

Client Service Associate

she/her/hers

As a client service associate, my focus is supporting portfolio managers and ensuring everyday excellence in service to our clients.

I value respect, transparency and equality.

I love travelling, dabbling in yoga, and spending time with my friends and family.

Jeffrey Pascua, CPA, CGA

Manager of Fund Operations

he/him/his

As the manager of fund operations, my focus is on performance, compliance reporting and fund operations.

I’m diligently accountable, and committed to staying educated on best practices.

In my spare time, I enjoy hiking and snowshoeing.

Jay Suhr

Software Developer

he/him/his

As a software developer at Genus, I focus on automation and implementing new features.

My values are positivity, honesty and efficiency in my work.

When I’m not working I enjoy getting out in nature, listening to music or playing games.

Batool Tejani, BBA, CIM

Team Lead / Senior Client Associate

she/her/hers

As the Client Service Associate team lead, 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.

Fred Yeo, CPA, CMA

Director of Accounting and Fund Operations

he/him/his

As director of accounting and fund operations, my focus is on ensuring the team has the resources they need to service our clients.

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

Director of Information Technology

she/her/hers

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

she/her/hers

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.

Elaine Wang

Administrator / Accounting and Compliance

she/her/hers

As the administrator of accounting and compliance, I focus on the management of accounting and finance.

Integrity, cooperation, accountability, and structure are my keys to success.

I love travelling. I’m often picking a new destination to explore and experience.

Shannon Ward, BA

Director of Marketing & Sales

she/her/hers

As director of marketing & sales, 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.

Evelyn Wu, BSc

Client Service Associate

she/her/hers

As a client service associate at Genus, I provide clients with trusted advice and strategies that reflect their needs.

My education, experience and passion allow me to allow me to support our portfolio managers to consistently deliver quality service.

When I’m not working I’m practicing yoga or hiking.

If you’re looking to create impact through investment,
learn more about Genus.

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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