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.
As Baby Boomers begin passing down their wealth in what’s known as the Great Wealth Transfer, experts expect up to $68 trillion will change hands in the coming years. And this transfer will have huge implications on the growing demand for values-aligned impact investment products that can help to power positive change.
We asked two Genus client relationship managers – Jill Bester and Thomas Irwin – for their best strategies on preparing for retirement in every decade. Here’s what they said.
It may not be the most wonderful time of the year, but Canadian tax season is here, and we’re here to help you sort out all the details related to your investment portfolio’s tax implications.
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