Impacting the future todayTM
Events

Beyond the Will: Legacy Planning in 2021

Taking these 3 steps beyond preparing your legal estate documents can help to ensure your legacy is preserved for generations Watch the Beyond the Will: Planning in 2021 Webinar While it’s often been reported that just over half of Canadians don’t have a will, recent...

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Genus in the News

BIV: BC500 CEO Award Investments and Wealth Management – Wayne Wachell

Wayne Wachell co-founded Genus in 1989 and is the architect of the firm’s investment process. He directs the research and investment operations, as well as the development of new products. BIV Tweet Wayne Wachell, Genus Co-Founder, Executive Chairman & Chief Investment Officer, has been named...

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Impact

How to Cope with Emotional Investing and Market Volatility

When the market plunges, do you instantly check your portfolio? Here’s a better way to cope with emotional investing so you can manage the lows (and the highs) when financial markets are volatile If you’re prone to financial anxiety, and feeling concerned about your investments...

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Impact

How Social Impact Investing Powers Clayoquot Biosphere Trust in Values-based Community Support

From preserving sensitive ecosystems to building capacity in Clayoquot Sound communities, CBT puts impact at the forefront of all of its initiatives When an image of a logging truck carrying a massive old-growth tree down a Vancouver Island highway went viral earlier this summer, it...

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Genus in the News

Newswire: Genus Capital Management Evolves for Tomorrow, Announcing Appointments of 5 New Executives

Today, Genus Capital, an independent Canadian investment management firm, announced the appointment of 5 senior staff members to executive roles, signalling a major step in the evolution of Genus and their commitment to building towards the future. Newswire, July 27th, 2021 Read the words of...

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Impact

How to Preserve Your Legacy of Family Wealth by Redefining What Wealth Means to You

Family wealth is about more than just finances. By nurturing these other essential aspects of family wealth, you can set the foundation for a long-lasting family legacy We’ve redefined a lot of things in the past year — things we previously took for granted: the...

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Insights

How to better determine the social and environmental impact of your portfolio

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“Understanding the nature of this impact, and whether it is positive or negative, enables investors to better align investments with their values and tailor investment decisions.” The Globe and Mail

“A Net Impact Score enables investors to better align their investments with their values through increased transparency of the holistic impact of their portfolio. For example, if an investor is striving to make an impact in climate action, they may believe that a few investments in renewable energy will create a net positive impact. However, investors need to measure their entire portfolio to account for investments that detract from this goal.”

Read How to better determine the social and environmental impact of your portfolio

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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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