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

Market Insights - June 25, 2021

Friday Market Insights – Quiet week with commodities rebounding and low volatility overall

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Genus in the News - June 24, 2021

Wealth Professional: Genus launches global impact bond fund

Powered by leading green bond management firm, new fund gives Canadian investors fixed-income exposure to impactful sectors The firm’s Global Impact Bond Fund has the ability to invest in green bonds as well as social and other types of sustainable bonds around the world. The...

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Genus in the News - June 22, 2021

Newswire: Green Bond Fund Presents Avenue for Canadian Investors to Join Global Transition to Net Zero

“Genus Capital Management, an Impact Investing Asset Manager based in Vancouver has launched one of the first globally-oriented green bond fund offering available to Canadians.” “The newest addition to the green bond market is Genus’ Global Impact Bond Fund, which can invest not only in...

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Market Insights - June 18, 2021

Friday Market Insights – Fed signalling sooner than expected interest rates hikes

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Events - June 18, 2021

State of Impact Investing In Canada Webinar – How to become an Impact Investor in Canada

Impact investing has been a transformational practice in the world of investment since its inception. Watch State of Impact Investing: How to Become an Impact Investor in Canada and learn with leaders in the Impact Investing space what it takes to become an impact investor....

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Market Insights - June 11, 2021

Friday Market Insights – Highest CPI numbers since 2008 with bond yields dropping

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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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