Impacting the future todayTM
Blog

What Happens to Shared Assets When a Relationship Ends in Divorce?

What happens to assets in a divorce under BC law? Learn how shared property is divided for married and common-law couples, and what to expect during separation.

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Blog

If You Care About Creating Real Investing Impact, You Need Data More Than Ever

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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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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Insights

Genus Insights

Events - September 19, 2024

Watch on Demand – A Deep Dive on Bonds

Watch on demand - Join us for an insightful webinar on the fundamentals of bonds, with a special focus on sustainable bonds and their growing importance in today's market.

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Blog - August 22, 2024

Celebrating 35 Years of Investing Impact

This year marks our 35th anniversary since our founding in 1989, and we’re celebrating the way we always do: by continuing to make a positive impact for our clients – and for the planet.

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Blog - August 20, 2024

Why We Don’t Invest in Controversial Companies – And How We Draw the Line

Socially responsible investors are increasingly looking for ways to screen out controversial companies from their investment portfolios.

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Blog - August 19, 2024

Philanthropic Giving Is on the Rise, and Women Are Leading the Way

We’re entering a new era of philanthropic giving, led by women. Research shows that women are 40% more likely to engage in philanthropy than men, that predilection will have an outsized influence. 

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Blog - July 24, 2024

How We’re Improving Our Sustainable Investment Funds – So You Can Make a Bigger Impact

We’re intent on introducing some cutting edge tools that help make our sustainable and impact investments more precise – and more impactful.

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Blog - July 16, 2024

Getting an Inheritance? Here’s How to Prepare For It

Millennials and Gen X are poised to inherit hundreds of billions of dollars. But many are unprepared for what’s coming their way and what they're expected to do with it.

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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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