As a steward of your community’s investments, your challenge is to ensure the effective management of your financial assets for the benefit of today’s members and future generations.
Solutions to build and preserve your community legacy.
Many indigenous communities are facing increasing costs and decreasing per-capita government funding. At Genus, we understand your need to create a sustainable legacy for the future, while generating enough revenue to fund the essential services and programs that ensure a healthy and engaged community today.
Since 2004, Genus has been a trusted advisor to indigenous communities in British Columbia, Alberta and the Northwest Territories.
Every indigenous community’s affairs are different. We have built our reputation by carefully listening to our clients’ wishes, and by delivering highly customized solutions to meet each of their objectives.
The first step in our engagement involves sitting down with one of our Portfolio Managers to discuss your community’s situation and understand what you’d like to achieve moving forward. From there, we can develop a customized Investment Policy Statement (IPS) which confirms your goals and wishes, and provides a forward-looking framework with clear guidelines and strategies for effectively managing your money.