Impacting the future todayTM
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.

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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.

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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.

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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.

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Blog

What Canadian Investors Need to Know About Taxes in 2026

Join us as we discuss tax strategies for 2026 that will help investors, business owners and families optimize tax planning and make informed financial decisions for the year ahead.

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Blog

Why Values-aligned Investing Matters More Than Ever – And How to Get There in 2026

At the beginning of every year, we take stock of the economic and market conditions that may influence investment decisions in the months ahead.

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Insights

Genus Insights

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.

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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.

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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.

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Events - September 21, 2023

Watch on Demand – You’ve Been Named Power of Attorney – Now What?

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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Blog - September 7, 2023

Does Your Financial Advisor Really Understand Sustainable Investing? Here’s How to Find Out

People are more motivated than ever to invest their money sustainably according to a survey conducted by the Morgan Stanley Institute for Sustainable Investing. Despite that, there’s reluctance on the part of many investment professionals to meet the moment.

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Blog - August 30, 2023

How to Make Your Will and Estate Planning Easier on Your Family

Investors are increasingly concerned about greenwashing and impact washing: the practice of overstating the benefits of a portfolio company’s ESG practices, or understating some of the potential downsides.

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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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