Impacting the future todayTM
Blog

It’s Time to Think More Holistically About Your Financial Legacy – and Its Impact on the Future

To many, a family legacy is merely a financial gift. But to us, money is just one part of the picture. Grant Conroy, a Portfolio Manager and Partner at Genus, prefers to look at wealth planning as more than just documents surrounding money and inheritance. 

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Blog

What’s in Store for the Markets: An Investor’s Preview to 2025

At the start of every year, we take a deep dive into the current financial and economic landscape to help our clients make decisions about the year ahead. Here’s our investors’ preview to 2025.

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Blog

2024 Year in Review: Exceptional Market Growth, Government Spending and Institutional Impact

Every year we look back at the trends and events that shaped the investment landscape. Here’s what we saw in 2024.

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Blog

Institutions Can Amplify Impact with a ‘Blended Finance’ Approach to Investing

A new way of structuring institutional finances—using a mix of grants, private and public equity, as well as bonds and other fixed income products—offers a way to achieve higher values alignment in their deployment of capital.

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Blog

It’s Time to Reexamine Your Relationship with Robo Advisors

If you’ve explored the possibility of using robo advisors to manage your investment assets, you’re not alone. Robo advisors first became publicly available to investors in 2008, and quickly became a dominant force. Since 2018, total assets under management by robo advisors in Canada ballooned from US$13.19 million to a projected US$13.74 billion by the end of this year.

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Events

Watch on Demand – Updates to Trust Reporting and Other Estate Planning Measures

Watch on demand - Join us for an insightful webinar on Impact Measurement and Engagement, with a focus on the data behind impact measurement and how asset managers are use their buying power to influence policy.

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Insights

Genus Insights

Blog - November 18, 2024

​​5 Myths About Impact Investing, Debunked

Despite its growing popularity, persistent myths about impact investing have left some investors feeling hesitant to choose an impact investing approach. We’re here to debunk them.

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Blog - November 13, 2024

Impact Real Estate Investing: Part of the Solution to Canada’s Housing Market Crisis

The need for climate-conscious, affordable housing—and a lot of it—is self-evident. The good news is that for investors hoping to contribute to solutions while maintaining attractive returns, there are many exciting opportunities through impact real estate investing.

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Blog - November 7, 2024

Got Bonds in Your Portfolio? Here’s Why Impact Investors Should

When wealth managers talk about a balanced investment portfolio, the idea of the “60:40 rule” has long reigned: that is, a combination of 60% equities and 40% bonds. Bonds, in this way, provide a safety valve for portfolios.

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Blog - November 5, 2024

Make an Impact with Your Holiday Giving: 12 B Corp Gift Ideas You Can Feel Good About

Every year, we ask our team members to recommend their favourite B Corp gift picks. The 12 businesses on our 2024 list are loaded with fun and functional gift ideas. Happy gifting!

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Events - October 24, 2024

Watch on Demand – Impact Measurement & Engagement

Watch on demand - Join us for an insightful webinar on Impact Measurement and Engagement, with a focus on the data behind impact measurement and how asset managers are use their buying power to influence policy.

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Blog - October 15, 2024

What Our ESG and Impact Portfolios Screen Out

Canadians who want to make an impact are recognizing the appeal of investing in companies that align with their values — and divesting from those that don’t.

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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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