Blog - May 27, 2019

Retiring Your Debt Before You Retire

According to a recent survey, a quarter of Canadians retire with debt in their golden years. From credit card debt to mortgage payments, retirees today can be faced with a list of expenses...

Read More

Blog - May 27, 2019

Kick-Start Your Golden Years At 50

Retiring in your early 50’s can seem like a pipe dream for many. However, with the FIRE movement (Financial Independence, Retire Early) gaining ground, more people are exploring retirement strategies that would enable them to have financial freedom from an earlier age...

Read More

Genus in the News - May 14, 2019

Genus’ Stephen Au Named One of B.C.’s Top CFO’s

Genus is proud to announce that Stephen Au has been named one of B.C.'s top CFOs by Business in Vancouver.

Read More

Genus in the News - April 30, 2019

Genus Partner Leslie Cliff Named One of B.C.’s Most Influential Women in Finance

Genus is proud to announce that Founding partner, chair and portfolio manager, Leslie Cliff, has been named on of B.C.'s most influential women in finance by BC Business.

Read More

Genus in the News - April 15, 2019

Genus CEO Wayne Wachell Listed an Outstanding Contributor to Clean Capitalism

Genus is proud to announce that its CEO, Wayne Wachell, has been listed in good company among the Clean16 financial services and organizations in Canada.

Read More

Webinars - February 15, 2019

Review & Outlook – 2019

Welcome to the Genus Cap 2018 Review and Outlook.

Read More

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