Impacting the future todayTM
Blog

Pain vs. Gain: Why It’s Worth It to Move to an Impact Investment Portfolio

Pain vs. Gain: Why It’s Worth It to Move to an Impact Investment Portfolio The climate crisis, a deadly pandemic, war, gun violence . . . our world’s challenges are more urgent than ever. And there’s an increasing demand from investors to become a proactive...

Read More >
Blog

3 Ways to Prepare for an Economic Downturn

An Investor’s Guide to Surviving Market Volatility For a younger generation of investors, the past dozen years have been a mostly stress-free experience. After the Great Recession of 2008-09, North American stock markets experienced an unprecedented 11-year bull market—with stock prices rising 400 percent[1] between...

Read More >
Events

Watch on Demand – Aligning your values with your investments

Watch on demand - Join Mary Lou Miles, Annabelle White, Carol Newell & Mike Thiessen as they explore personal stories and key insights for effective investment-value alignment

Read More >
Blog

Staying True to Your Investing Values When Markets Are Volatile

Sustainable investors Carol Newell and Annabelle White offer insights into finding – and staying – on an impactful wealth management path ESG investors may find themselves grappling with their values-led strategies as markets – and particularly sustainable portfolios – experience a downturn. It’s one thing...

Read More >
Events

Watch on Demand – Family Wealth Transition

Watch On Demand - Family Wealth Transition Webinar Recording - With additional resources on how to have a smooth generational transition

Read More >
Blog

A Modern Approach to Building a Financial Legacy

Building a financial legacy used to mean accumulating wealth and making a sound plan to transfer it to the next generation. Modern families have become more complex, and they’ve also redefined wealth, giving investors and business owners new factors to consider when passing on generational...

Read More >
Insights

Genus Capital Management announced as one of the biggest investment fund management firms in B.C in 2020

Business Vancouver Logo

In a list, published by Business in Vancouver, Genus Capital Management has been awarded 5th place, out of top 100 Investment fund management companies in B.C
Vancouver, BC (27 January, 2020).

On January 27, 2020, Genus Capital, an investment management firm, has been ranked 5th place on Business in Vancouver’s list of biggest investment fund management firms in B.C in 2020.

Ranked by assets as of January 2020/December 2019, Genus is delighted that their hard work in growing the company through both the number of employees, and assets, over the past year has been recognized.

 

Wayne Wachell, CEO and Chief Investment Officer at Genus Capital, commented: We are very proud to see Genus featuring so high on BIV’s list amongst a number of other brilliant wealth management firms. Genus has been offering innovative investment solutions for more than 30 years and has been managing socially-responsible money for over a quarter of a century. We have pioneered Canada’s Divest-Invest movement and have been at the forefront of Canada’s sustainable investing spectrum, allowing investors to align their portfolios with their values. 

It is fantastic to see Genus’ hard work being recognized in this way, further cementing our position as a key player in the investment fund management space, particularly with regard to sustainable investing”

Media Contact

[email protected]

604.558.1656
About Genus Capital Management Inc.

Genus Capital Management Inc. is an independent investment management firm based in Vancouver, founded in 1989. Genus is passionate about creating innovative investment solutions that meet our clients’ changing needs. With more than $1.6 billion in assets under management, Genus’ clients include leading environmental organizations, foundations, and individuals across Canada. Today, Genus Capital is at the forefront of Canada’s Divest-Invest movement with a complete suite of fossil fuel free funds that are tailored to meet the needs of investors who wish to invest in a sustainable, clean energy future.

Share on facebook
Facebook
Share on twitter
Twitter
Share on linkedin
LinkedIn
Share on email
Email
Latest Posts
Annual Review
webinar Watch Video

Genus RSS Feed

Genus RSS Feed

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.

As seen in

Are you ready to make an impact
with your investments?

Get Started Today
Linkedin-in Instagram Twitter Facebook-f Youtube

GENUS CAPITAL MANAGEMENT INC.

1-800-668-7366

[email protected]

860 – 980 Howe Street, Vancouver, BC, Canada, V6Z 0C8

Copyright © 2021 Genus Capital Management Inc. | All Rights Reserved
Sitemap | Privacy Policy | Investor Information 
Branding & Website by Gogo Telugo

X We apologize for the inconvenience. The client portal is currently unavailable due to maintenance. Please check back later or contact your portfolio manager for support.