
Watch on Demand – You’ve Been Named Power of Attorney – Now What?
Watch on demand – Join us as we explore best practices when it comes to your investments and insurance policies, with a panel of investment and insurance experts.
At Genus, we believe that impact is most meaningful – and sustainable – when it’s built on a broader foundation. It’s a powerful way to rethink how you contribute, using not just your dollars but also your time, talent, relationships, values and knowledge to drive the outcomes you care about most.
Read More >In this session, Emma will share insights on how to prepare, protect your legacy, and ensure your wishes are carried out. Estate planning is more than financial documents—it’s one of the greatest gifts you can give your loved ones.
Read More >There is no excerpt because this is a protected post.
Read More >We spend a lot of time working with our clients to align their investments with their ESG values. But we also make sure we walk that talk as a company.
Read More >At Genus, we believe that impact is most meaningful – and sustainable – when it’s built on a broader foundation. It’s a powerful way to rethink how you contribute, using not just your dollars but also your time, talent, relationships, values and knowledge to drive the outcomes you care about most.
Read More >Watch our quarterly commentary above featuring Portfolio Manager Mary Lou Miles and Macro Strategist Justin Hahn.
Read More >Watch on demand – Join us as we explore best practices when it comes to your investments and insurance policies, with a panel of investment and insurance experts.
Watch on demand – Join us as we explore best practices when it comes to your investments and insurance policies, with a panel of investment and insurance experts.
Watch on Demand – Join us to discuss the evolving landscape of cleantech investing – Kathryn Worstman and Mike Thiessen join us to explore these exciting innovations and opportunites.
Watch on Demand – Join us as we explore methods of considerate and effective estate planning – Genus Portfolio Manager Grant Conroy and Heritage Trust’s Nicole Garton join us to help uncover effective methods for smooth family wealth transitions.
Watch on Demand – we explored the Sustainable & Impact Portfolio Program from Genus Capital.
Watch on demand – Join us as we explore the pivotal role women are playing in the impact investing space – as investors, as asset managers and in other critical roles.
Watch on demand – Join Genus Client Relationship Manager and Partner Thomas Irwin and tax expert Jeff Borden, CPA & Partner at OakTree Chartered Professional Accountants for a deep dive into tax issues in 2023
Watch on demand – Genus host Stephanie Tsui, Portfolio Manager and Head of Foundations and Non-profits will take you through a deep dive into some of the sustainable investments we hold in our funds and through our Impact Investment Counsel. Featuring Alexa Blain & Rachel Murphy from Deetken Impact.
Watch on demand – Genus host Stephanie Tsui, Portfolio Manager and Head of Foundations and Non-profits will take you through a deep dive into some of the sustainable investments we hold in our funds and through our Impact Investment Counsel. Featuring Alexa Blain & Rachel Murphy from Deetken Impact.
Watch on demand – Join Financial Planner Natasha Knox and our own Portfolio Manager Ian Lusher as they explore how to keep your cool when investing in turbulent times.
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