Impacting the future todayTM
Blog

What Makes a Company Investable? A Look Inside Our ESG Investing Process

For investors who want their capital to do more than simply participate in markets, here’s what happens before dollars are deployed.

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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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Insights

Genus Insights

Market Insights - February 26, 2021

Friday Market Insights – Stock Market is concerned about higher rates and future inflation

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Uncategorized - February 25, 2021

What Diversity and Inclusion in Wealth Management Looks Like at Genus — And How it Has Made Us Stronger

When the diversity and inclusion movement intensified last year, we at Genus registered to participate in the inaugural RIA D&I Week, a diversity and inclusion conference for wealth management and investment professionals, to keep ourselves informed and up-to-date on the latest best practices within our...

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Events - February 23, 2021

How You and Your Families Can Build Resilience to Navigate Uncertainty Webinar

Watch “How You and Your Families Can Build Resilience to Navigate Uncertainty” Webinar on demand https://youtube.com/watch?v=9SCmP27Wysk%3Frel%3D0 Bring awareness to building resilience in your family. Learn some simple yet powerful tools and techniques from the highly trained and experienced Deena Chochinov, an expert Family Enterprise Advisor....

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Market Insights - February 19, 2021

Friday Market Insights – Technology is allowing a diversity of investors

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Impact - February 19, 2021

My Internship Experience with Genus – Richard Rocha

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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Market Insights - February 12, 2021

Friday Market Insights – North American Markets up 1% this week to all time highs

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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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