The Intergenerational Wealth Transfer Will Affect Women First. Here’s What You Need to Know
The intergenerational wealth transfer will affect women first. Here is what you need to know about building your family's financial legacy.
Read MoreA 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 >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 >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 >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 >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 >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 >The intergenerational wealth transfer will affect women first. Here is what you need to know about building your family's financial legacy.
Read MoreIt may not be the most wonderful time of the year, but Canadian tax season is here, and we’re here to help you sort out all the details related to your investment portfolio’s tax implications.
Read MoreWatch on demand - Join Genus Client Relationship Manager and Partner Thomas Irwin and tax expert Jeff Borden, CPA & Partner at OakTree Chartered Professional Accountants for a deep dive into tax issues in 2023
Read MoreTechnology now touches every aspect of our lives, including investing. AI-powered robo advisors have offered a convenient way to manage our money. What they lack, though, is the ability to advise financial decisions based on broad context and nuance.
Read More2023 is shaping up to be another interesting year for investors. Here's what to expect from financial markets in 2023.
Read MoreWatch on demand - Genus host Stephanie Tsui, Portfolio Manager and Head of Foundations and Non-profits will take you through a deep dive into some of the sustainable investments we hold in our funds and through our Impact Investment Counsel. Featuring Alexa Blain & Rachel Murphy from Deetken Impact.
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