
Faith in Action: How the United Church of Canada Invests in Its Values
For the United Church of Canada (UCC) Foundation, impact investing has become an increasingly important component of its investing strategy
This session brings together perspectives from wealth management and elder law to help individuals and caregivers understand how to prepare for, and respond to, the financial implications of dementia and diminished capacity.
Read More >Values-based investors are asking tough questions about what their money is funding. Many are looking to reduce exposure to global conflict – and to the corporations, institutions and governments connected to it.
Read More >This session brings together perspectives from wealth management and elder law to help individuals and caregivers understand how to prepare for, and respond to, the financial implications of dementia and diminished capacity.
Read More >Join us for an in‑depth webinar exploring how today’s escalating geopolitical tensions are shaping global markets. This session will unpack recent market reactions and outline the portfolio actions we’re taking to navigate this evolving landscape.
Read More >We see retirement as a milestone that comes after decades of work, saving and planning – on a timeline that feels predictable. But the reality is a little more complicated.
Read More >Climate change may be a global challenge, but climate action and solutions are often rooted much closer to home.
Read More >
For the United Church of Canada (UCC) Foundation, impact investing has become an increasingly important component of its investing strategy

Here’s how to broaden your perspective on family wealth, and align it with what’s important to you and your family.

Wealth managers choose public impact equities for individuals seeking impact and at the same time minimizing liquidity risk. Here’s how this can work for institutional investors as well.

Wealth managers choose public impact equities for individuals seeking impact and at the same time minimizing liquidity risk. Here’s how this can work for institutional investors as well.

Wealth managers choose public impact equities for individuals seeking impact and at the same time minimizing liquidity risk. Here’s how this can work for institutional investors as well.

Every year we look back at the trends and events that shaped the investment landscape. Here’s our 2023 year in review.

In this dynamic economic environment, investors are looking for greater certainty in their portfolios. And while there are no sure things in this global economy, one method of reducing risk in an uncertain world is diversification.

Genus is a certified B Corporation, which means that doing good in the world is part of our DNA. B Corp is a title we wear with pride, and one that shows our deep commitment to the planet and to striving toward the United Nations’ Sustainable Development Goals.

Although most people know what a will is, fewer people are aware of what being an executor entails. If your loved ones are exploring their options, or you’ve been appointed to the role already, it’s critical you understand what to expect, how to prepare and ensure you’re ready to fulfill your obligations to achieve the outcomes your loved ones envisioned for their legacy.

As another summer passes, climate change is a cause for great angst. Learn how you can make a difference with your investments.
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