Watch on Demand – Family Wealth Transition
Watch On Demand – Family Wealth Transition Webinar Recording – With additional resources on how to have a smooth generational transition
Watch on demand - Join our expert panel as they discuss issues that affect women investors and explore solutions for women who are either new to investing or would like to do more with their investments.
Read More >Financial abuse of seniors is more common than you might think. Financial abuse may be happening among your family and friends.
Read More >Watch on demand - Join our expert panel as they discuss issues that affect women investors and explore solutions for women who are either new to investing or would like to do more with their investments.
Read More >For women, understanding and knowing how to manage their finances has become more important than ever. But it’s also often fraught with challenges.
Read More >One of our core values has always been about supporting women – those working in finance, our own female clients, and women around the world looking to build their financial literacy and education. Here’s how we’re doing it.
Read More >For the United Church of Canada (UCC) Foundation, impact investing has become an increasingly important component of its investing strategy
Read More >Watch On Demand – Family Wealth Transition Webinar Recording – With additional resources on how to have a smooth generational transition
Watch On Demand – Join Eli Walker & Ian Lusher as they explore how to navigate transferring wealth to your family.
Watch On Demand – Women in Impact Investing Webinar Recording – With additional resources on how to start with impact investing
Watch on demand – Join Sue Talbot & Julia Chung as they explore sound methods and provide their key insights into the delicate art behind retiring with purpose.
https://www.youtube.com/watch?v=i-8bxUuNfqQWatch on demand – Join the Genus leaders as they revisit the highs and lows of 2021, with a peek behind the curtain at the firms market insights, investment processes and a look ahead at what’s in store for 2022. This annually hosted webinar covers some
https://youtu.be/BgG994Qnw1wWatch on demand – Michelle Osry from Deloitte Canada and Grant Conroy from Genus Capital walk viewers through best communication practices when engaging with families on the hard to breach subjects. In this webinar you’ll learn: Why it can be so difficult to talk about things
https://www.youtube.com/watch?v=2x3QLYUVGTM?rel=0It is time to align your values with your investments! In this webinar you’ll learn:• Strategies to help identify your (and your family’s) values• How to ensure that your investments align with those values • Understanding and measuring your investments’ impact over time Featuring:Ian Lusher and Mike Thiessen
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
Impact investing has been a transformational practice in the world of investment since its inception. Watch State of Impact Investing: How to Become an Impact Investor in Canada and learn with leaders in the Impact Investing space what it takes to become an impact investor.
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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