Estate planning is often reduced to documents and structures, but the families who navigate it best start somewhere deeper: their values. Join Genus Capital Management for a live session on values-based estate planning, exploring how a family's values and intentions should shape the legal and financial structures they put in place — and how to keep beneficiaries, communication, and trust at the center of the plan.
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Read More >Innovation is reshaping impact investing faster than many investors realize. New approaches, frameworks and offerings are changing how impact portfolios are built and measured. Here's a look at what's changing.
Read More >For years, the conversation around the energy transition centered on climate change: reducing emissions, divesting from fossil fuels and investing in cleaner sources of energy. Today, climate change is only one piece of the puzzle.
Read More >When a relationship ends, many women find themselves navigating a new – and often challenging – financial reality. Divorce can be costly. But the financial implications go beyond legal fees and asset division.
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Watch on demand – Join Mary Lou Miles, Annabelle White, Carol Newell & Mike Thiessen as they explore personal stories and key insights for effective investment-value alignment
Watch on demand – Join Mary Lou Miles, Annabelle White, Carol Newell & Mike Thiessen as they explore personal stories and key insights for effective investment-value alignment
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
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