Join us for an insightful webinar hosted by Thomas Irwin, focused exclusively on tax strategies and planning for 2025.
Read More >Watch on demand - Join the Genus leaders as they revisit the highs and lows of 2023, and look ahead at what’s in store for 2024.
Read More >To many, a family legacy is merely a financial gift. But to us, money is just one part of the picture. Grant Conroy, a Portfolio Manager and Partner at Genus, prefers to look at wealth planning as more than just documents surrounding money and inheritance.
Read More >At the start of every year, we take a deep dive into the current financial and economic landscape to help our clients make decisions about the year ahead. Here’s our investors’ preview to 2025.
Read More >Every year we look back at the trends and events that shaped the investment landscape. Here’s what we saw in 2024.
Read More >A new way of structuring institutional finances—using a mix of grants, private and public equity, as well as bonds and other fixed income products—offers a way to achieve higher values alignment in their deployment of capital.
Read More >There’s a persistent myth in investing circles that sustainable investing requires a financial performance trade-off. We’d like to put an end to that myth here and now. Because it simply isn’t true. But before we show you the proof, let’s take a look at how...
Read More‘“That’s the big question that a lot of our clients have,” said Mike Thiessen, director for Sustainable Investments at Genus Capital. “They’ve already made the values decision to divest, or at least do something to build climate action in the world. But then they always...
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