Impacting the future todayTM
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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Events

Watch on Demand – Year in Review and 2026 Outlook Seminar

Watch on demand - Join the Genus leaders as they revisit the highs and lows of 2025, and look ahead at what’s in store for 2026.

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Blog

2026 Investment Outlook: Perspectives on Market Trends and Risks

In its 2026 investment outlook, Genus shares investor insights on market trends, evolving AI opportunities, energy pressures, policy shifts, and economic risks.

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Blog

2025 Year in Review: A Year Defined by AI, Volatility and Surprising Resilience

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

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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Blog - August 10, 2022

Pain vs. Gain: Why It’s Worth It to Move to an Impact Investment Portfolio

Pain vs. Gain: Why It’s Worth It to Move to an Impact Investment Portfolio The climate crisis, a deadly pandemic, war, gun violence . . . our world’s challenges are more urgent than ever. And there’s an increasing demand from investors to become a proactive...

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Blog - July 4, 2022

3 Ways to Prepare for an Economic Downturn

An Investor’s Guide to Surviving Market Volatility For a younger generation of investors, the past dozen years have been a mostly stress-free experience. After the Great Recession of 2008-09, North American stock markets experienced an unprecedented 11-year bull market—with stock prices rising 400 percent[1] between...

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Events - June 23, 2022

Watch on Demand – Aligning your values with your investments

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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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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