Impacting the future todayTM
Events

Watch on Demand – The State of Sustainable 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.

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Blog

Sustainability Headwinds Are Real. But We Can’t Lose Sight of the Growing Climate Emergency

As Canadians brace for another climate change summer, investors must not lose sight of long-term climate risks – and the opportunities the clean energy transition presents.

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Blog

What Every Retiree Needs to Know About Weathering Market Volatility

Market volatility can be uncomfortable for any investor – but for retirees, it can hit a little harder. With your income generating years behind you, and a greater reliance on investment income, retirees and those close to retirement may face anxiety when markets take a dive. 

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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.

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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.

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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. 

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Insights

Genus Insights

Blog - November 4, 2022

Why ESG Investing is Here to Stay

Flood, C. (2022, June 20). Asset managers told to clean up greenwashing and net zero claims. Financial Times. Retrieved October 24, 2022, from https://www.ft.com/content/f1367ab4-ac6f-486d-8bd2-e7659448055d

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Events - October 20, 2022

Watch on Demand – Investing in Turbulent Times

Watch on demand - Join Financial Planner Natasha Knox and our own Portfolio Manager Ian Lusher as they explore how to keep your cool when investing in turbulent times.

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Blog - October 4, 2022

6 Key Investing Strategies for Unstable Markets

6 Key Investing Strategies for Unstable Markets We all know that markets are cyclical, but when there’s a marked downturn or ongoing turbulence it can be tempting to try to cut your losses by selling off investments. Reacting with emotion can actually have the opposite...

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Events - September 20, 2022

Watch on Demand – How Values-Aligned Investing Works

Watch on demand - Join Mary Lou Miles, Annabelle White, Carol Newell & Mike Thiessen as they explore personal stories and key insights for effective investment-value alignment

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Blog - September 15, 2022

Where Am I on the Impact Investing Spectrum?

Where Am I on the Impact Investing Spectrum? Deciding how to invest for impact has never been black and white. But as the impact investment landscape grows and evolves, so too have the options for how to engage as an impact investor. Today, there’s a...

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Blog - August 22, 2022

How Our Impact Portfolios Align with the United Nations’ Sustainable Development Goals

The United Nations’ Sustainable Development Goals (SDGs) are a set of 17 goals set in 2015 to prompt action on urgent global issues. The goals cover a wide range of global areas of concern, ranging from climate action to the eradication of poverty, and are...

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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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