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Blog

2026 Investment Outlook: Perspectives on Market Trends and Risks

In its 2026 investment outlook, Genus shares investor insights on market trends, evolving AI opportunities, energy pressures, policy shifts, and economic risks.

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Blog

2025 Year in Review: A Year Defined by AI, Volatility and Surprising Resilience

At the beginning of every year, we take stock of the economic and market conditions that may influence investment decisions in the months ahead.

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Blog

What Happens to Shared Assets When a Relationship Ends in Divorce?

What happens to assets in a divorce under BC law? Learn how shared property is divided for married and common-law couples, and what to expect during separation.

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Blog

If You Care About Creating Real Investing Impact, You Need Data More Than Ever

Women investors are often mislabeled as cautious, yet research shows they can outperform. Learn how myths and systemic barriers still limit women’s investing power.

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Events

Watch on Demand – When a relationship breaks down, what does it mean for assets?

This session will unpack the fundamentals of property division during separation or divorce—covering key rules, common pitfalls, and how to protect your financial well-being.

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Blog

Calling Women ‘Cautious Investors’ Is Wrong. Here’s What They Really Need to Hear

Women investors are often mislabeled as cautious, yet research shows they can outperform. Learn how myths and systemic barriers still limit women’s investing power.

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Insights

Genus Insights

Portfolio managers discussing wealth transfer

How the Great Wealth Transfer Will Power Impact Investing

May 26, 2023

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.

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Client impact

“Graduating from a big bank to Genus was one of the best financial steps we've ever taken. Genus has delivered reliable asset growth despite our moderate risk tolerance. As our financial security has grown, we've also been the beneficiaries of a great client experience. The company's communications have been consistently transparent and informative, including educational webinars and a well-designed web portal where we can track investments daily. Most importantly to us, our portfolio manager has always responded swiftly and thoroughly to our questions and requests. ”
Martin T.
"Having relatively diverse financial goals and needs, along with a slight reticence regarding the stock market, Genus skillfully addressed all of our concerns, and put together a truly exceptional plan: Fossil free funds and a diversified investment portfolio, check; An effective Impact investment portfolio that coincides with our hopes and dreams for a better world, check; Professional advice and assistance to create a donor advised charitable fund with immediate charitable receipts for tax purposes, check. Returns? Way beyond our expectations! We even had some fun along the way and certainly enjoyed an incredible two-year start to what will be a satisfying long-term relationship with Genus."
Marc B.
“I love the service I get at Genus.”
Chris H.
“Leslie and I were fellow board members when we met twenty years ago. For the last ten she has been thoughtful in the construction of an investment strategy for my family and is executing the strategy as planned. The team at Genus has met my expectations and are a pleasure to deal with.”
Bob Q.
“For over 15 years, I have provided selection and performance evaluation of multiple investment managers for a significant family office. Leslie and Genus have been foundational for me in my role. I have always found Leslie and her colleagues to be insightful and proactive, and found the performance of their portion of the portfolio to be well above benchmarks. And they have been a great pleasure to work with.”
Douglas H.
“Genus is a very innovative firm. I am pleased to invest in their Fossil Free and Impact strategies that help me invest in line with my values.”
Marnie C.
“Great team of professionals. Excellent website and reporting. Responds to inquiries promptly. Very pleased with the process of changing from another company to Genus as well. Kudos.”
David L.
“Genus consistently provides a good, clearly explained, comprehensive picture of the general economic and financial situation, along with an excellent account of the investment decisions made in relation to this. Genus’ equally strong concern with clients’ questions and requests for further information is also a very important part of the service it provides.”
Allan S.
“Back in 1992 when I found myself at fifty with a substantial amount of money to invest, I knew just one thing — that I didn’t want to contribute to tobacco companies, arms manufacturers, or oil. But over the ensuing years the options for socially responsible investing have become far more sophisticated and I’m very happy that this is a big part of the Genus approach. I also very much appreciate the long-term relationship with my portfolio manager, Mary Lou.”
Ann P.

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