Impacting the future todayTM
Events

Watch on Demand – Tax Strategies for 2025

Join us for an insightful webinar hosted by Thomas Irwin, focused exclusively on tax strategies and planning for 2025.

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Events

Watch on Demand – Year in Review and 2025 Outlook Seminar

Watch on demand - Join the Genus leaders as they revisit the highs and lows of 2023, and look ahead at what’s in store for 2024.

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Blog

It’s Time to Think More Holistically About Your Financial Legacy – and Its Impact on the Future

To many, a family legacy is merely a financial gift. But to us, money is just one part of the picture. Grant Conroy, a Portfolio Manager and Partner at Genus, prefers to look at wealth planning as more than just documents surrounding money and inheritance. 

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Blog

What’s in Store for the Markets: An Investor’s Preview to 2025

At the start of every year, we take a deep dive into the current financial and economic landscape to help our clients make decisions about the year ahead. Here’s our investors’ preview to 2025.

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Blog

2024 Year in Review: Exceptional Market Growth, Government Spending and Institutional Impact

Every year we look back at the trends and events that shaped the investment landscape. Here’s what we saw in 2024.

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Blog

Institutions Can Amplify Impact with a ‘Blended Finance’ Approach to Investing

A new way of structuring institutional finances—using a mix of grants, private and public equity, as well as bonds and other fixed income products—offers a way to achieve higher values alignment in their deployment of capital.

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Insights

Genus Insights

two woman wearing a mask and high-fiving with their elbow

Genus Weekly In Focus – Addressing COVID-19 Concerns Week-33

October 30, 2020

https://youtube.com/watch?v=QBo8xTWo_KM%3Frel%3D0 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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dollar bill zoomed in with a mask on

Genus Weekly In Focus – Addressing COVID-19 Concerns Week-32

October 23, 2020

https://youtube.com/watch?v=jkGKmXYn-gE%3Frel%3D0 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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image of two people talking, maintaining social distancing. a man on the left with grey cardigan, white shirt and blur facial mask, on the right, a blond woman, with black shirt and black facial mask

Genus Weekly In Focus – Addressing COVID-19 Concerns Week-31

October 16, 2020

https://youtube.com/watch?v=o9qqnJGBbnE%3Frel%3D0 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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girl leaning on desk watching two computer screens with financial change on it

Genus Weekly In Focus – Addressing COVID-19 Concerns Week-30

October 9, 2020

https://youtube.com/watch?v=yR1N3wmJSvI%3FREL%3D0 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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image of The Capital in Boston at night

Genus Weekly In Focus – Addressing COVID-19 Concerns Week-29

October 2, 2020

https://youtube.com/watch?v=Hb0pNiwhXjw%3Frel%3D0 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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image of a pink virus like COVID-19, water green background, and Genus Capital Management logo on the bottom right corner

Genus Weekly In Focus – Addressing COVID-19 Concerns Week-28

September 25, 2020

https://youtube.com/watch?v=4QFm0rC2Kek%3Frel%3D0 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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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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