Genus Insights

Blog - November 28, 2023

Why Impact Investing is a Great Way to Weather the Current Economic Environment

In this dynamic economic environment, investors are looking for greater certainty in their portfolios. And while there are no sure things in this global economy, one method of reducing risk in an uncertain world is diversification.

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Blog - November 24, 2023

12 Days of Giving: Sustainable B Corp Gifts That Make an Impact

Genus is a certified B Corporation, which means that doing good in the world is part of our DNA. B Corp is a title we wear with pride, and one that shows our deep commitment to the planet and to striving toward the United Nations’ Sustainable Development Goals. 

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Events - November 23, 2023

Watch on Demand – Navigating the Transfer of Capital: Why Teamwork is Important

Watch on demand - Join us as we discuss the careful navigation of capital transfer with our panel of Family Enterprise Advisors Grant Conroy and Tim Yeung.

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Blog - October 30, 2023

So You’re Going to Be an Executor. Here’s What You Need to Know

Although most people know what a will is, fewer people are aware of what being an executor entails. If your loved ones are exploring their options, or you’ve been appointed to the role already, it’s critical you understand what to expect, how to prepare and ensure you’re ready to fulfill your obligations to achieve the outcomes your loved ones envisioned for their legacy. 

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Events - October 26, 2023

Watch on Demand – Unlocking A Path to Homeownership: First Home Savings Account (FHSA)

Watch on demand - Join us as we explore best practices when it comes to your investments and insurance policies, with a panel of investment and insurance experts.

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Events - October 23, 2023

Watch on Demand – Genus In Focus – October 2023

Watch on demand - Mary Lou Miles and Justin Hahn discuss trends that impact markets in the previous quarter and what they expect to drive the economy into the new year.

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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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