Genus Insights

As Baby Boomers begin passing down their wealth in what’s known as the Great Wealth Transfer, experts expect up to $68 trillion will change hands in the coming years. And this transfer will have huge implications on the growing demand for values-aligned impact investment products that can help to power positive change.

We asked two Genus client relationship managers – Jill Bester and Thomas Irwin – for their best strategies on preparing for retirement in every decade. Here’s what they said.

Shareholder engagement is an important part of investing in an equities-based portfolio. And Genus takes on this role on behalf of our clients, participating in AGMs for all of our holdings by way of SHARE.

For decades, women have been underrepresented in investing. But, in the last several years, there are more women investors than ever before.

There are many great reasons to stay the course with impact investing. Impact investing — which provides vital support to clean energy companies — can be a valuable way for socially conscious investors to build their portfolios.

The intergenerational wealth transfer will affect women first. Here is what you need to know about building your family’s financial legacy.

It may not be the most wonderful time of the year, but Canadian tax season is here, and we’re here to help you sort out all the details related to your investment portfolio’s tax implications.

Technology now touches every aspect of our lives, including investing. AI-powered robo advisors have offered a convenient way to manage our money. What they lack, though, is the ability to advise financial decisions based on broad context and nuance.

2023 is shaping up to be another interesting year for investors. Here’s what to expect from financial markets in 2023.

Inflation, Market Correction and Continued Growth in Impact Investing