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.
Read More >Climate change is no longer a long-term scenario that businesses and investors can plan for someday. It's reshaping how companies operate today.
Read More >Caring for an aging parent, spouse or loved one is one of life's most meaningful responsibilities – but it can also be one of the most complex, raising financial and legal questions many families aren't prepared for.
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 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.
Though it may sound revolutionary, the term ‘well-being economy ’ is not new. Communities around the world have been exploring it for at least a decade . But implementation work has recently accelerated.
Here’s a look at why we added Dynavax to our Genus Fossil Free High-Impact Fund For the past several years, vaccines – and their makers – have dominated news headlines. Pharmaceutical company brand names have become as commonplace as the everyday brands we use at
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