Insights

Genus Insights

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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Blog - June 17, 2022

Staying True to Your Investing Values When Markets Are Volatile

Sustainable investors Carol Newell and Annabelle White offer insights into finding – and staying – on an impactful wealth management path ESG investors may find themselves grappling with their values-led strategies as markets – and particularly sustainable portfolios – experience a downturn. It’s one thing...

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Events - May 26, 2022

Watch on Demand – Family Wealth Transition

Watch On Demand - Family Wealth Transition Webinar Recording - With additional resources on how to have a smooth generational transition

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Blog - May 25, 2022

A Modern Approach to Building a Financial Legacy

Building a financial legacy used to mean accumulating wealth and making a sound plan to transfer it to the next generation. Modern families have become more complex, and they’ve also redefined wealth, giving investors and business owners new factors to consider when passing on generational...

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Events - April 28, 2022

Transferring Wealth to Your Children – Watch on Demand

Watch On Demand - Join Eli Walker & Ian Lusher as they explore how to navigate transferring wealth to your family.

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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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