Meet Our Team

Wayne Wachell, MBA CFA
CEO & Chief Investment Officer (Founding Partner)

Wayne co-founded Genus Capital in 1989 and is the architect of the firm’s investment process. He directs our research and investment operations and the development of new products.

Wayne grew up in northern Manitoba, attended the University of Alberta, and first entered the investment field as a portfolio analyst with Alberta Treasury in 1980.

He is a past president of CFA Vancouver and has appeared as a market commentator on CBC Newsworld. Wayne serves on the Board of the Bill Reid Foundation and mentors students in the University of British Columbia Portfolio Management Foundation Program.

Leslie G. Cliff, BSc CFA OC
Portfolio Manager (Founding Partner)

A founding partner, Leslie is responsible for directing wealth management marketing and sales initiatives and overseeing client relationships.

She also serves as Chair of the Genus Capital Board. Born and raised in Vancouver, she has a finance degree from Arizona State University. Leslie has worked in the portfolio management and client service area of the investment business since 1986. She currently serves on the board of Swimming Canada and is a past president of the Estate Planning Council of Vancouver and a past chair of the ICBC Investment Committee. Leslie is an Olympic medallist, an honorary chartered accountant, and an Officer of the Order of Canada.

John-Paul (J.P.) Harrison, BA MBA

President (Partner)

J.P. joined the investment industry in 1995 as an investment advisor. He has also been a business consultant as well as a national sales manager and regional vice-president at a mutual fund company. He has completed an executive MBA and holds a BA in Economics.

His role with Genus Capital covers three key areas: he is responsible for creating and executing our firm’s strategic plan; he supports our client service group to ensure we continue to offer industry-leading solutions to the families and institutions we serve; and he provides direct client service to fund companies, insurers, investment dealers, and the socially responsible investment community.

Margaret Lanthier, BA BEd CIF

Director of Foundations and Non-Profits (Partner)

Margaret Lanthier serves Genus Capital’s private clients, foundations and non-profit organizations.

She spent her childhood in Montreal, graduated from Queen’s University, and has been in the investment business since 1980. Margaret has extensive experience serving the non-profit sector. She has spoken at industry seminars on the challenges facing this sector and is past Chair of the Board of Music in the Morning and former Vice Chair of the Boys and Girls Clubs of Greater Vancouver. Margaret joined Genus in 1996.

Mary Lou Miles, CFA TEP
Portfolio Manager (Partner)

Mary Lou specializes in serving individuals and families with substantial assets by creating customized investment portfolios.

She has been in the investment and banking business since 1976. She grew up in Vancouver and graduated from the University of British Columbia. Mary Lou holds a BA in Economics, the Chartered Financial Analyst designation and the Trust and Estate Practitioners designation. She joined Genus Capital from Maxima Investment Management, and has held senior positions with the Bank of British Columbia and HSBC. Mary Lou, a past president of the Canadian Federation of University Women (Richmond), is Past Chair of the Richmond Sunrise Rotary Club and Past Chair of the Estate Planning Council of Vancouver.

Sue-May Talbot, CIM
Portfolio Manager & Director of Client Service (Partner)

Sue-May has been with Genus Capital since the day the firm was founded in 1989. In addition to being a registered Portfolio Manager, Sue is also Director of Client Service.

She holds the Chartered Investment Manager designation and has a Diploma in Business Management from Simon Fraser University. In her role as Portfolio Manager, Sue works with individuals and families to create and manage their custom portfolios. In her role as Director of Client Service, she is responsible for developing and implementing the direction of client servicing and administrative support for our entire team of portfolio managers. Born in Hong Kong and raised in Nanaimo and Vancouver, Sue worked in the sales and marketing department of a major private investment counselling firm prior to joining Genus.

Lisa Zhang, M.Sc. MA CFA
Director of Equity Investments (Partner)

Lisa Zhang is responsible for managing our day-to-day equity investment strategies and overseeing our rebalancing, portfolio construction and trading process.

She also leads the team involved with data analysis, strategy testing and quantitative equity research. Lisa joined Genus Capital in July 2007 after completing a Master of Science degree in Finance from the University of British Columbia. Lisa also has a Master of Arts degree in Economics from York University. She received her Chartered Financial Analyst designation in 2011.

Stephen Au, BComm MBA CPA CGA

Chief Operating Officer (Partner)

As Chief Operating Officer, Steve is responsible for client record-keeping and maintaining the accounts for the Genus Capital pooled fund components.

He also serves as the firm’s Chief Compliance Officer, Privacy Officer, and Internal Auditor. Steve joined Genus in 2001 and has been a partner since 2007. He was born in Vancouver, and graduated from the University of British Columbia in 2001 with a Bachelor of Commerce. He obtained his Certified General Accountant designation in 2007, and completed an executive MBA at Simon Fraser University in 2013.

Stephanie Tsui, M.Sc.
Portfolio Manager & Director of Asian Wealth

Stephanie joined the Portfolio Management team at Genus in 2016 as Portfolio Manager and Director of Asian Wealth. Stephanie recently moved back to Vancouver after having spent the last 12 years in New York and Hong Kong, where she gained substantial professional experience in the field of investment management, capital markets, and wealth management.

She graduated from the University of Michigan with a Master of Science in Financial Engineering degree in 2004, with Distinguished Achievement. Stephanie then started her career in New York with Goldman Sachs Asset Management. In 2006, she relocated to Hong Kong and her most recent position in Hong Kong was with Credit Suisse private bank, where she was the Director of Ultra-High Net Worth Investment Solutions Asia Pacific. With Genus, she is looking to leverage her experience and further her passion in providing wealth management expertise, solutions, and service while building long term relationships with her clients and the local communities. In her free time, she loves music, dancing, and travelling.

Ian Lusher, CFP CIM
Portfolio Manager

Ian specializes in serving individuals, families, holding companies, and foundations with substantial assets by creating customized investment portfolios. Ian takes a client centric approach to investing. He has been in the investment and banking business since 1996.

He was born in Vancouver and raised in Pitt Meadows. Ian graduated from both Simon Fraser University and the University of the Fraser Valley. Ian holds a BA in Psychology/Communications, a second BA in History, the Chartered Investment Manager (CIM) designation, and the Chartered Financial Planner (CFP) designation. He joined Genus from HSBC Private Wealth Services (Canada) Inc. For over a decade, Ian has volunteered in the community coaching various levels of hockey, baseball, and basketball. In his spare time, Ian is an avid writer and has been featured in the Daily Hive Vancouver.

Grant Conroy, CIM, FEA
Portfolio Manager

Originally from the UK, Grant spent the first 17 years of his career in equities trading with Goldman Sachs, London. Here he gained an invaluable insight and experience into global financial markets. Grant moved to Vancouver late 2013 with his wife, and has two small children.

He joined the Genus team in July 2016 and successfully obtained the Family Enterprise Advisor (FEA) designation in 2018. He also has the CIM designation and a BA in Business from Kingston University, England. Outside of Genus, Grant serves as the Treasurer to the Writers Exchange Children’s charity on East Hastings and as Treasurer to B Local Vancouver.