Genus Insights

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Genus Weekly In Focus – Addressing COVID-19 Concerns Week-33 Watch Genus Weekly Video – Week 33 with Thomas Holloway and Justin Hahn. Despite positive economic news, markets fell with COVID and election uncertainties. GDP, employment and earnings are holding up due to the tech sector growth. This week’s questions: [00:23] : What happened

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Genus Weekly In Focus – Addressing COVID-19 Concerns Week-32 Watch Genus Weekly Video – Week 32 with Mary Lou Miles and Wayne Wachell. With the U.S. elections around the corner, the markets are reacting positively towards a possible Biden win. This week’s questions: [00:54] : What will a Biden win that seems to

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Genus Weekly In Focus – Addressing COVID-19 Concerns Week-31 Watch Genus Weekly Video – Week 31 with Mike Thiessen and Stephanie Tsui. Bank earnings were better than expected in a volatile week. Volatility is expected to continue until after the election. Green sector has long-term momentum, regardless of the election results. This week’s

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Genus Weekly In Focus – Addressing COVID-19 Concerns Week-30 Watch Genus Weekly Video – Week 30 with Ian Lusher and Wayne Wachell. Trump’s positive response to the COVID treatment buoys the stock market. Biden leads the polls but will need the Senate’s help for material change. This week’s questions: [00:23] : First of

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Genus Weekly In Focus – Addressing COVID-19 Concerns Week-29 Watch Genus Weekly Video – Week 29 with Grant Conroy and Justin Hahn. Donald Trump tests positive for COVID-19, reducing his campaigning opportunities. The economy stays on track for a recovery. And new urgency around the U.S. stimulus bill. This week’s questions: [00:40] :

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Genus Weekly In Focus – Addressing COVID-19 Concerns Week-28 The delayed stimulus package, plus the cooling of technology stocks combined with increased COVID cases, results in a market correction. Watch Wayne Wachell and Jill Bester on Genus Weekly Video – Week 28. This week’s questions: [00:25] : Nancy and Donald are seem to

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Genus Weekly In Focus – Addressing COVID-19 Concerns Week-27 Pressure on technology stocks this week caused a minor market decline, while value stocks performed well. BP predicts for the first time in history, fossil fuel global consumption has peaked, forecasting future demand for renewable energy. New Impact Audit Score now available in your

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Genus Weekly In Focus – Addressing COVID-19 Concerns Week-26 Volatility continues in the market, and technology stocks are now taking a break from being the pandemic winner. Nineteen years after 9/11, we look back on how Genus has evolved with catastrophes and now, a pandemic. This week’s questions: [01:17] : What are your

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Genus Weekly In Focus – Addressing COVID-19 Concerns Week-25 The volatility in the market this week is expected to continue. Justin Hahn explains why the Feds are increasing inflation and its’ relevance in the markets. This week’s questions: [00: 30] : What’s your perspective on on this move? (What is your perception of

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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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