Are you ready to make an
impact with your

Investment services

Values-based investing aims to grow your money while making the difference you want to see in the world. Genus offers two wealth management streams for individuals and families who are interested in values-based investing.

We’ve been providing sustainable investing solutions for Canadians since 1994. We have portfolios that are designed to balance ESG (environmental, social, and governance) factors while seeking returns on investment for our clients.

Compare our wealth management services for individuals below, or learn about our investment solutions for institutional investors here.

Investment Services

Grow your money while making a difference in the world.

Digital Wealth Management

Personal Wealth Management

Invest $100K+

Invest $500K+

Access to a firm with over 30
years of investment experience

Active data-driven stock selection within our funds

Active systematic risk management

Social and environmental integration (ESG)

In-house professional investment team

Onboarding annual consultation with
experienced portfolio manager

Cash flow planning

On demand experienced human advice on
phone, email, and video

Auto deposits and withdrawals

Customized portfolio

Detailed planning consultation

Provide tax efficient portfolio strategy

Liaise with your other advisors

Exclusive networking opportunities

Segregated stock portfolio available for
over $2 million

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.

Help me choose

Not sure which package to choose? Watch this short video to understand the
difference between our Digital Wealth Management and Personal Wealth
Management options.

As seen in

Frequently Asked Questions

Genus has offered Canadians sustainable investment solutions since 1994, helping individuals and organizations leverage social and environmental impact through their investments. Since 2014, we’ve demonstrated to Canadian investors that, even in a resource-heavy economy, it is possible to build a financial legacy that does not contribute to climate change.

We demonstrate gender and ethnic diversity throughout our entire team, including our management and board of directors. We are also proud to have been a certified B Corp since 2017. 

We screen out industries or companies that don’t align with your values and integrate environmental, social, and governance (ESG) screening into your investments. This includes screening for fossil fuels, indigenous conflicts, and gender and other social inequalities. 

Genus offers several types of values-based investing:


Impact investing screens out harmful industries in your portfolio with success being measured by both financial returns and the achievement of tangible positive social or environmental impact. 

Sustainable investing uses Environmental, Social, and Governance (ESG) screens to assess the sustainability of companies and countries. These three factors are seen as best embodying the three major challenges facing corporations and society at large: climate change, human rights, and adherence to laws.

Responsible investing eliminates or adds investments based solely on specific ethical considerations. Socially responsible investors avoid investing in companies with a negative impact. These companies may take part in the following industries: alcohol, tobacco, and other addictive substances; gambling; weapons production; human rights and labor violations; and environmental damage.

Book a call with one of our client relationship managers. We’ll assess your needs and recommend a portfolio to suit your financial goals.

In order to open an account with us, you’ll need to provide photo identification. Upon activating your account, we’ll also provide you with our Investment Policy Statement and Management Agreement. Once your account is set up, we’ll also require you to submit your banking information.

For individual and family investors, we offer two different investment services. For our Digital Wealth Management service, the minimum deposit is $100,000. For our Personal Wealth Management service, the minimum deposit is $500,000. 

Investors using our Digital Wealth Management service will do an onboarding and annual consultation with an experienced client relationship manager to understand their investment goals. This service also includes access to advice from our investment advisors via phone, email, and video. 

Investors using our Personal Wealth Management service will do a detailed planning session in addition to having a customized portfolio managed by a personal client relationship manager. 

Need assistance with your portfolio? Reach out to your contact at Genus or contact us here.

To determine if Genus is the right fit for you, please book a call with one of our client relationship managers who will be happy to explore options with you. 

Need more information?
Get to know Genus

Find out how Genus can support your investment needs by booking a risk-free consultation with one of our experienced client relationship managers

Call us
Call Us

Or fill out your details and we will get back to you.