Impacting the future todayTM
Events

Watch on Demand – Dementia, Diminished Capacity & Family Planning

This session brings together perspectives from wealth management and elder law to help individuals and caregivers understand how to prepare for, and respond to, the financial implications of dementia and diminished capacity.

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Events

Watch on Demand – Navigating Global Equity Through a Sustainable Lens

Join us for an in‑depth webinar exploring how today’s escalating geopolitical tensions are shaping global markets. This session will unpack recent market reactions and outline the portfolio actions we’re taking to navigate this evolving landscape.

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Blog

Is Your Retirement Plan Ready for the Unexpected? How to Prepare for Early Retirement

We see retirement as a milestone that comes after decades of work, saving and planning – on a timeline that feels predictable. But the reality is a little more complicated. 

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Blog

Some of the Most Tangible Climate Action Is Happening Where We Live. Here’s Why We Support It

Climate change may be a global challenge, but climate action and solutions are often rooted much closer to home.

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Events

Watch on Demand – Global Conflicts, Market Reactions

Join us for an in‑depth webinar exploring how today’s escalating geopolitical tensions are shaping global markets. This session will unpack recent market reactions and outline the portfolio actions we’re taking to navigate this evolving landscape.

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Blog

What Is Income Drawdown? The Retirement Asset Planning Strategy Designed to Help Your Savings Last

There are countless articles, tools and calculators designed to help people build their nest egg. But far less attention is paid to how to actually turn those savings into sustainable income.

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Insights

Genus Insights

Market Insights - October 28, 2021

Monthly Market Insights – Inflation set to Continue

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Impact - October 26, 2021

Why Getting a B Corp Certification Matters – To Us, and to Our Clients

Obtaining a B Corp certification requires a deep commitment to social and environmental impact. Never has that mattered more. If there’s anything the last 18 months have laid bare, it’s that we have a lot of work to do when it comes to solving big...

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Events - October 21, 2021

Aligning Your Values with Your Investments Webinar

https://www.youtube.com/watch?v=2x3QLYUVGTM?rel=0It is time to align your values with your investments!  In this webinar you’ll learn:• Strategies to help identify your (and your family’s) values• How to ensure that your investments align with those values • Understanding and measuring your investments’ impact over time  Featuring:Ian Lusher and Mike Thiessen...

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Blog - October 20, 2021

My Internship Experience with Genus – Sebastian Bratu

Genus Capital Management is committed to initiatives aimed at developing the workforce of tomorrow. We believe the experience young professionals can get early on in their career is paramount to their future success. Central to these initiatives is our internship program, allowing students to gain...

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Genus in the News - October 4, 2021

Clean50 Emerging Leaders 2022: Mike Thiessen

Mike spearheaded one of the first Global Fossil Free Impact Bond funds in Canada, giving investors greater opportunity to make environmental impact with their investments. With his team, he developed the Net Impact Score: an innovative, yet approachable impact measurement tool, suitable for institutional and...

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Market Insights - September 29, 2021

Monthly Market Insights – COVID, China & Inflation

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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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