Insights
Impact - February 3, 2021

What to Expect When You Invest with Genus

Your trust isn’t something we take lightly. That’s why when you begin investing with Genus, we’ll take you through our rigorous get-to-know-you process before we actually start investing your money. https://youtube.com/watch?v=GeqezdsZxPQ%3Frel%3D0 Here’s what to expect when you invest with Genus: We start by getting to...

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Events - February 1, 2021

Beneficiary Designations Webinar – We Need to Talk

Avoiding the unintended consequences of beneficiary designations – What you need to know before you sign the forms. Understanding the implications of adding a beneficiary designation in RRSPs, RRIFs, Tax-Free Savings Accounts, and life insurance policies can help you avoid or prepare for potential consequences in...

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Fossil Free - February 1, 2021

What is ESG, and how does it factor into your sustainable investing strategy?

There is a longstanding perception in the investment industry that investing in at least some of the “bad stuff” (extractive industries, corporations with poor human rights records, those with an outsized impact on climate change, etc.) is a requirement for generating strong returns. Over time,...

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Fossil Free - January 27, 2021

Investing in Positive Outcomes: How to Amplify Your Institutional Net Impact

A few months ago we asked our audience an important question: do you know the net impact of your investments? (Spoiler alert: many don’t, but the post covers why you should!) Over the past year, we’ve been asking our institutional investors across Canada something similar:...

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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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