Impacting the future todayTM
Events

Watch on Demand – Global Conflicts, Market Reactions

Join us for an in‑depth webinar exploring how today’s escalating geopolitical tensions are shaping global markets. This session will unpack recent market reactions and outline the portfolio actions we’re taking to navigate this evolving landscape.

Read More >
Blog

What Is Income Drawdown? The Retirement Asset Planning Strategy Designed to Help Your Savings Last

There are countless articles, tools and calculators designed to help people build their nest egg. But far less attention is paid to how to actually turn those savings into sustainable income.

Read More >
Events

Watch on Demand – Women Wealth & Legacy: Why Estate Planning Looks Different

This session will unpack the fundamentals of property division during separation or divorce—covering key rules, common pitfalls, and how to protect your financial well-being.

Read More >
Blog

Why Estate Planning Looks Different for Women

With the generational wealth transfer well underway, 84% of women now have full or joint responsibility for overseeing their family’s wealth portfolio.

Read More >
Blog

What Makes a Company Investable? A Look Inside Our ESG Investing Process

For investors who want their capital to do more than simply participate in markets, here’s what happens before dollars are deployed.

Read More >
Events

Watch on Demand – Tax Strategies for 2026

This session will unpack the fundamentals of property division during separation or divorce—covering key rules, common pitfalls, and how to protect your financial well-being.

Read More >
Insights

Genus Insights

Blog - February 14, 2024

It’s Time to Make Wellbeing Part of the Family Wealth Journey

Here’s how to broaden your perspective on family wealth, and align it with what’s important to you and your family.

Read More
Blog - February 6, 2024

Looking Ahead: Our 2024 Investment Forecast

Wealth managers choose public impact equities for individuals seeking impact and at the same time minimizing liquidity risk. Here's how this can work for institutional investors as well.

Read More
Blog - January 30, 2024

5 Investment Planning Tips from a Seasoned Wealth Manager

Wealth managers choose public impact equities for individuals seeking impact and at the same time minimizing liquidity risk. Here's how this can work for institutional investors as well.

Read More
Events - January 26, 2024

Watch on Demand – Year in Review and 2024 Outlook Seminar

Watch on demand - Join the Genus leaders as they revisit the highs and lows of 2023, and look ahead at what’s in store for 2024.

Read More
Blog - January 10, 2024

Why More Institutional Investors Than Ever Are Choosing Impact Investing

Wealth managers choose public impact equities for individuals seeking impact and at the same time minimizing liquidity risk. Here's how this can work for institutional investors as well.

Read More
Blog - January 9, 2024

2024 Climate Smart Certification

Genus has become a proud recipient of the Climate Smart certification. What it means: BMO Radicle’s 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...

Read More
1 … 11 12 13 14 15 … 47
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 | Official Notice

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.