
5 Myths About Impact Investing, Debunked
Despite its growing popularity, persistent myths about impact investing have left some investors feeling hesitant to choose an impact investing approach. We’re here to debunk them.
Caring for an aging parent, spouse or loved one is one of life's most meaningful responsibilities – but it can also be one of the most complex, raising financial and legal questions many families aren't prepared for.
Read More >Innovation is reshaping impact investing faster than many investors realize. New approaches, frameworks and offerings are changing how impact portfolios are built and measured. Here's a look at what's changing.
Read More >For years, the conversation around the energy transition centered on climate change: reducing emissions, divesting from fossil fuels and investing in cleaner sources of energy. Today, climate change is only one piece of the puzzle.
Read More >When a relationship ends, many women find themselves navigating a new – and often challenging – financial reality. Divorce can be costly. But the financial implications go beyond legal fees and asset division.
Read More >This session brings together perspectives from wealth management and elder law to help individuals and caregivers understand how to prepare for, and respond to, the financial implications of dementia and diminished capacity.
Read More >Values-based investors are asking tough questions about what their money is funding. Many are looking to reduce exposure to global conflict – and to the corporations, institutions and governments connected to it.
Read More >
Despite its growing popularity, persistent myths about impact investing have left some investors feeling hesitant to choose an impact investing approach. We’re here to debunk them.

The need for climate-conscious, affordable housing—and a lot of it—is self-evident. The good news is that for investors hoping to contribute to solutions while maintaining attractive returns, there are many exciting opportunities through impact real estate investing.

When wealth managers talk about a balanced investment portfolio, the idea of the “60:40 rule” has long reigned: that is, a combination of 60% equities and 40% bonds. Bonds, in this way, provide a safety valve for portfolios.

Every year, we ask our team members to recommend their favourite B Corp gift picks. The 12 businesses on our 2024 list are loaded with fun and functional gift ideas. Happy gifting!

Canadians who want to make an impact are recognizing the appeal of investing in companies that align with their values — and divesting from those that don’t.

This year marks our 35th anniversary since our founding in 1989, and we’re celebrating the way we always do: by continuing to make a positive impact for our clients – and for the planet.

Socially responsible investors are increasingly looking for ways to screen out controversial companies from their investment portfolios.

We’re entering a new era of philanthropic giving, led by women. Research shows that women are 40% more likely to engage in philanthropy than men, that predilection will have an outsized influence.

We’re intent on introducing some cutting edge tools that help make our sustainable and impact investments more precise – and more impactful.

Millennials and Gen X are poised to inherit hundreds of billions of dollars. But many are unprepared for what’s coming their way and what they’re expected to do with it.
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