Beyond the Will: Legacy Planning in 2021

Taking these 3 steps beyond preparing your legal estate documents can help to ensure your legacy is preserved for generations Watch the Beyond the Will: Planning in 2021 Webinar While it’s often been reported that just over half of Canadians don’t have a will, recent

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Hydrogen’s Role in the Low Carbon Transition Webinar

Watch our Webinar: Hydrogen’s Role in the Low Carbon Transition. Learn about Hydrogen and join the discussion with Chris Reid and Mike Thiessen as they discuss the current landscape in Canada: hydrogen’s application trends, and how these trends will shape the future of energy use

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State of Impact Investing in Canada Webinar banner with Mike Thiessen Adam Spece, and Mary Mathews headshot

State of Impact Investing in Canada Webinar The panelists discussed three key impact investing trends and why they matter so much in 2021: Place-based impact investing; Climate-action impact investing; Early-stage impact investing. Our next Webinar

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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

Ask the Local Advisor’s Webinar 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

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, Beneficiary Designations Webinar – We Need to Talk event - blue background with the writing in white" Beneficiary Designation - We need to Talk - Featuring Alison Oxtoby , Lawyer and Richard Weiland Lawyer - Wednesday, February 17, 2021 10-11 AM PST"

Beneficiary Designations Webinar – We Need to Talk

Watch on Demand: Beneficiary Designations Webinar – We Need to Talk Webinar Topics New case law applying the presumption of resulting trust in favour of the estate to all beneficiary designations & what to do about it Advantages, disadvantages and limitations to beneficiary designations

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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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