Impacting the future todayTM
Blog

The Truth About Your Impact Mix

How We Achieve Balance in Your Sustainable Investments and Impact Portfolio Mix To balance both impact and projected returns, we focus on a mix of sustainable, impact and conventional investments There’s a lot of analysis that goes into every portfolio we put together, and every...

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Events

Family, Money & Purpose Webinar – Watch on Demand

on demand – Michelle Osry from Deloitte Canada and Grant Conroy from Genus Capital walk viewers through best communication practices when engaging with families on the hard to breach subjects. In this webinar you’ll learn: Why it can be so difficult to talk about things...

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Blog

What’s Your Investor Profile?

Do You Know What Type of Investor You Are? Understanding your investor profile will help you determine how best to invest At a certain point in life, we develop a solid understanding of who we are: our likes and dislikes, our strengths and weaknesses, and...

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Blog

My Internship Experience with Genus – Ryleigh Bakker

Genus Capital Management is committed to initiatives aimed at developing the workforce of tomorrow. We believe the experience young professionals can get early on in their career is paramount to their future success. Central to these initiatives is our internship program, allowing students to gain...

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Blog

Climate Smart Certification

Genus has become a proud recipient of the Climate Smart certification. What it means: Climate Smart operates to enable small and medium businesses to reduce their greenhouse gas (GHG) emissions, participate in building, better, stronger, more resilient low-carbon economy, and achieve cost savings in the...

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Market Insights

Monthly Market Insights – Inflation set to Continue

Share on facebook Share on Facebook Share on twitter Make a Tweet Share on linkedin Share on LinkedIn Watch our Monthly Market Insights –  Inflation set to Continue, with Ian Lusher and Wayne Wachell START YOUR IMPACT INVESTMENT TODAY This week’s questions [00:00] : Intro...

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Insights

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

logo of the globe and mail - new investments trends in the economy

“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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GENUS CAPITAL MANAGEMENT INC.

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