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 >We’re pleased to share that with our new biodiversity screen, we’re now able to take meaningful action toward reducing biodiversity risk in our investors’ portfolios.
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 >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. Watch on Demand https://youtube.com/watch?v=q5dpoawul3A%3Frel%3D0 Additional Resources Climate-Action Impact Investing Resources • 2020 Net Impact Report for Individual Investors Early-Stage Impact
https://youtube.com/watch?v=cLRElEcFSoA%3Frel%3D0 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
Watch “How You and Your Families Can Build Resilience to Navigate Uncertainty” Webinar on demand https://youtube.com/watch?v=9SCmP27Wysk%3Frel%3D0 Bring awareness to building resilience in your family. Learn some simple yet powerful tools and techniques from the highly trained and experienced Deena Chochinov, an expert Family Enterprise Advisor.
Watch on Demand: Beneficiary Designations Webinar – We Need to Talk Webinar https://youtube.com/watch?v=Xuj9IO_YMMU%3Frel%3D0 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
As we look ahead to our 2021 market outlook, it’s impossible not to stop and reflect for a moment on what a journey the past year has been — and not only in the financial markets. COVID-19 has affected us all individually just as much
A presentation by Mike Thiessen for clients of Genus Capital Management.
Welcome to the Genus Cap 2018 Review and Outlook.
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