Impacting the future todayTM
Blog

How to Create a Personal Theory of Change – And Why You Would Want To

A theory of change is essentially a statement about how a specific strategy or action can lead to an expected outcome. In the context of social, environmental or systems change, a theory of change allows an investor to clearly articulate the outcome they’re looking for, and how they’ll get there.

Read More >
Blog

Rethinking the Role of ESG and Impact Investing in a Shifting Landscape

ESG investing isn’t going away, and is predicted to continue growing over the next decade. And many ESG investors are staying the course – buoyed by the knowledge that their investments are needed now more than ever.

Read More >
Blog

Does Your Organization Have an Institutional Impact Investing Philosophy? Here’s Why it Should – And How to Create One

Many institutions champion impact as part of their core mission. Whether they’re funding social programs, supporting environmental initiatives or working to reduce inequalities, organizations such as community foundations, educational institutions, non-profits and religious institutions are striving to make a difference in their communities and beyond. 

Read More >
Blog

Thinking About Switching Investment Advisors? Here’s What You Need to Know

For many people, current economic and global events have also prompted a reevaluation of financial priorities – in fact, 83 per cent of Canadians are rethinking their financial plans due to growing economic uncertainty. 

Read More >
Events

Watch on Demand – AI’s Role in Investing

Join us for an insightful webinar hosted by Wayne Wachell, Shannon Ward, and Pavan Mirla designed to explore the evolving role of AI in investing. Through a dynamic fireside chat, we’ll discuss the current state of AI development, its impact on financial markets, and how it’s being leveraged at Genus to enhance both portfolio management and client experience.

Read More >
Blog

How Female Philanthropists Are Combining Impact Investing and Giving to Create Meaningful Change

Addressing and advancing social issues is at the core of most philanthropists’ goals. And doing it twice, by investing the funds for impact before they’re bestowed, has been happening around the world – and here in Canada – for decades.

Read More >
Insights

Genus Insights

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. 

Read More
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.

Read More
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.

Read More
Blog - October 19, 2023

We Survived Another Climate Change Summer. Now Here’s What You Can Do About It

As another summer passes, climate change is a cause for great angst. Learn how you can make a difference with your investments.

Read More
Blog - October 18, 2023

Canadians Now Have Access to the First Home Savings Account. Is it Right for You?

If you’re a first-time homebuyer, there’s a new financial savings vehicle available to help. Introducing the First Home Savings Account.

Read More
Blog - October 13, 2023

The Need for Standardized Impact Measurement is Growing. Here’s How We Do It

Did you know that the need for standardized impact measurement is growing for investments? Here's how we do it.

Read More
1 … 8 9 10 11 12 … 43
Latest Posts
Annual Review
webinar Watch Video

Genus RSS Feed

Genus RSS Feed

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.

As seen in

Are you ready to make an impact
with your investments?

Get Started Today

Copyright © 2024 Genus Capital Management Inc. | All Rights Reserved

Sitemap | Privacy Policy | Third Party Policy | Investor Information | Contact Us

GENUS CAPITAL MANAGEMENT INC.

+1-800-668-7366

info@genuscap.com

VANCOUVER OFFICE

860 – 980 Howe Street, Vancouver, BC, Canada, V6Z 0C8

TORONTO OFFICE

181 University Ave 3rd Floor, Toronto, ON M5H 3M7

Linkedin-in Instagram Icon-twitter-x Facebook-f Youtube
Call us
Call Us
1-800-668-7366

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

Contact Us
X We apologize for the inconvenience. The client portal is currently unavailable due to maintenance. Please check back later or contact your portfolio manager for support.