
Your Most Burning Canadian Tax Questions Answered
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.
Women face financial barriers and inequalities in all areas including earning, spending, saving, borrowing and financial planning, Kelly adds. And these inequalities start early in life. We need to address gender inequalities for women and investing.
Read More >We’ve been here before, so we know that positive outcomes are not only possible, they’re highly likely. In 2017, for example, when Trump first took office, we saw impact investors increase their commitments to impact investing by 17%. And there’s a good chance that may happen again on a global level.
Read More >Join us for an insightful webinar hosted by Thomas Irwin, focused exclusively on tax strategies and planning for 2025.
Read More >Watch on demand - Join the Genus leaders as they revisit the highs and lows of 2023, and look ahead at what’s in store for 2024.
Read More >To many, a family legacy is merely a financial gift. But to us, money is just one part of the picture. Grant Conroy, a Portfolio Manager and Partner at Genus, prefers to look at wealth planning as more than just documents surrounding money and inheritance.
Read More >At the start of every year, we take a deep dive into the current financial and economic landscape to help our clients make decisions about the year ahead. Here’s our investors’ preview to 2025.
Read More >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.
Technology now touches every aspect of our lives, including investing. AI-powered robo advisors have offered a convenient way to manage our money. What they lack, though, is the ability to advise financial decisions based on broad context and nuance.
2023 is shaping up to be another interesting year for investors. Here’s what to expect from financial markets in 2023.
Inflation, Market Correction and Continued Growth in Impact Investing
Following another turbulent year, it’s time to kick off 2023 with your finances in mind. Here are our top financial resolutions for 2023.
We live in a world with many existential challenges – from climate change to social unrest to income inequality. And while all of this might seem reason for despair, there is also great reason for hope that change is possible: the demand for impact investing is growing.
Mary Lou Miles offers her guidance for how to optimize your investment approach in your 30s, 40s, 50s, and 60s to ensure that you’re setting you, your children and grandchildren, and future generations up for true success.
ESG investing, a concept that has been around for over 50 years, has many different definitions or approaches — which is a key challenge in trying to compare apples to apples.
Though it may sound revolutionary, the term ‘well-being economy ’ is not new. Communities around the world have been exploring it for at least a decade . But implementation work has recently accelerated.
Our second annual B Corp gift guide highlights 12 of our go-to B Corps offering values-aligned gift ideas for all your gifting needs this year.
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