Insights

Ask the Local Advisor’s Webinar

blue background image with the writing: ask the local advisor's - a tax, trust and estate planning . Case study followed by aa interact participants Q&A session. Featuring With Jenn Bogwald - Business Advisor, MNP LLP & Trina Brubaker - Lawyer, John Franklin Bishop Lawyers

A Tax, Trust and Estate planning Case Study followed by an interactive participants Q&A session.
Learn the best practices and methods of Tax, Trust and Estate planning, through professional insight into real-world case studies. Attendees are offered a chance to address the needs and concerns important to them when it comes to estate planning, with an interactive Q&A session to follow the presentation.

Join keynote speakers Trina Brubaker, Lawyer with Johnston Franklin Bishop Lawyers & Jenn Bogwald, Business Advisor as they explore the essentials of tax, trust and estate planning, guiding you towards the best laid plans for your financial future.

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Jenn Bogwald– CPA, CA; Business Advisor

As a business advisor based in Nanaimo and serving clients across Vancouver Island, Jenn supports community-centred business owners to allow them to grow meaningful and successful businesses. Jenn strives to truly understand her clients and contribute valuable advice and insights as an integral member of their team.

Drawing from more than 20 years of experience working with business owners, Jenn has a deep appreciation for the unique challenges that come with being an entrepreneur and works to ensure their business and family’s needs are taken care of.

Jenn works with clients at all stages of their business from start up right through to helping them prepare for and execute the most important transaction of their lives – the transition of their business. From increasing the value of their business through strategic planning to taking care of estate planning matters, she works for her clients and customizes each step to fit their specific goals and objectives.

Tina Brubaker headshot
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Trina Brukbaker– Lawyer; Johnston Franklin Bishop Lawyers

Trina Brubaker is an associate with Johnston Franklin Bishop. Her primary practice areas are real estate and wills and estates, and she particularly enjoys the planning aspects of these areas. Trina obtained her J.D. from the University of Victoria, and completed a Bachelor of Arts in English and Creative Writing at Malaspina-University College (now Vancouver Island University.)

Trina has been active in the Nanaimo community since commencing her practice with Johnston Franklin Bishop in 2012, and has been involved with the Rotary Club of Nanaimo-Oceanside, the Young Professionals of Nanaimo, the Nanaimo Foundation, and the Trial Lawyer’s Associate of British Columbia. Originally from Lake Cowichan, Trina maintains a close connection with the Cowichan Valley.

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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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