Impacting the future todayTM
Events

Watch on Demand – When a relationship breaks down, what does it mean for assets?

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

Calling Women ‘Cautious Investors’ Is Wrong. Here’s What They Really Need to Hear

Women investors are often mislabeled as cautious, yet research shows they can outperform. Learn how myths and systemic barriers still limit women’s investing power.

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Blog

What Greenhushing Means for Your Sustainable Investing Portfolio

As promotion of ESG, diversity and sustainability initiatives declines in response to political scrutiny and public backlash, the result has been a silencing known as ‘greenhushing’ – an absence of public communication about corporate sustainability activities. 

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Blog

B Corp Gift Guide 2025: Gifts You’ll Feel Good About Giving this Holiday Season

Every year, we ask our team members to recommend their favourite B Corp gift picks. The 12 businesses on our 2025 list are loaded with fun and functional gift ideas. Happy gifting!

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Events

Watch on Demand – The Rise of Alternative Investments

Alternative investments are playing an increasingly important role in diversified, values-aligned portfolios. In this session, James Dick, Senior Sustainable Investment Associate, and Darryl Brown, Portfolio Manager at Genus Capital, will explore why alternatives are gaining traction, what they offer investors, and how they fit within an impact-focused strategy.

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Blog

How Values-based Investing Helps Institutional Investors Manage Risk

While investing always comes with some degree of risk, in recent years, the definition of risk has broadened for institutional investors – and so has the urgency to mitigate it.

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Insights

Genus Insights

Events - March 29, 2021

EV101 Electric Vehicle Facts and Myth Busting

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Market Insights - March 27, 2021

Friday Market Insights – Markets will strengthen with economic growth and reopening

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Fossil Free - March 25, 2021

Inside Our Impact Portfolio: Why We Invest in Tesla

Given Tesla’s sustainable impact, the company is considered a 100% impact investment. Here’s a look at why we finally added Tesla to our Genus Fossil Free High-Impact fund last year When you’re talking about impact investments, it’s hard not to mention the 4,000-pound gorilla in...

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Events - March 25, 2021

State of Impact Investing in Canada Webinar

The panelists discussed three key impact investing trends and why they matter so much in 2021: Place-based impact investing; Climate-action impact investing; Early-stage impact investing. Watch on Demand https://youtube.com/watch?v=q5dpoawul3A%3Frel%3D0 Additional Resources Climate-Action Impact Investing Resources • 2020 Net Impact Report for Individual Investors Early-Stage Impact...

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Market Insights - March 19, 2021

Friday Market Insights – Rising ten year interest rate is forecasting economic growth

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Events - March 18, 2021

Ask the Local Advisor’s Webinar

https://youtube.com/watch?v=cLRElEcFSoA%3Frel%3D0 A Tax, Trust and Estate planning Case Study followed by an interactive participants Q&A session. Learn the best practices and methods of Tax, Trust and Estate planning, through professional insight into real-world case studies. Attendees are offered a chance to address the needs and...

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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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