Insights

Retiring with Purpose – Watch on Demand

Watch on demand – Join Sue Talbot & Julia Chung as they explore sound methods and provide their key insights into the delicate art behind retiring with purpose, including:
 
  • How to design your life-after-work (“retirement”)
  • How to create purpose in that last chapter of your life
  • How to use that purpose to create a retirement income plan that actually works

Additional Resources

Looking to learn more about how to Retire with Purpose? Check out the book mentioned in the webinar: Designing your Life – How to Build a Well-Lived, Joyful Life by Bill Burnett.
 
You can also view his TED Talk here: 5 steps to designing the life you want
 
Also view Dave Evans TED Talk here: Design Your Life

Speakers

Julia Chung – Co-Founder & CEO, Admin Slayer & Spring Planning

Julia founded JYC Financial in 2011. In 2017, she & her partner Krysten Merriman merged the practice with that of Sandi Martin, co-founding Spring Plans, a financial planning firm offering advice-only personal finance services. Today it boasts a robust team of financial experts and professional support staff. The Spring team also created the Advice Only Financial Planners’ forum, a knowledge sharing & collaboration network, which is now part of the Financial Planning Association of Canada.

Julia co-authored the ebooks “Women & Money”, “The Art of Delegation”, and “The Entrepreneur’s Survival Guide” with her partners at Spring and Admin Slayer. She has held the role of Business Editor for Gazette & PowHerHouse magazines. She is a Board Director for Family Enterprise Canada, Vice President of & Board Director for the Financial Planning Association of Canada, a mentor through several organizations, and a volunteer with Junior Achievement BC, a financial literacy program for children.

Julia’s unique ability is “Manifesting the Improbable”. She relishes challenge, and is especially excited by opportunities that start with someone saying, “You can’t do that.”

Sue-May Talbot – Portfolio Manager, Partner

As a portfolio manager, I work with individuals and families to help create impactful portfolios that align with their values while serving their goals, such as saving for the future or making the most out of retirement. My collaborative and solutions-driven approach has helped me to create strong client partnerships.

As Genus’ first hire in 1989, I have extensive experience and knowledge to meet my clients’ needs. I am proud to contribute to an organization that continues to innovate and has become a leader in sustainable investments. My own personal values include honesty, integrity and inclusion.

I am a total gym rat. I believe that exercise is so important for mental and physical health. I look forward every year to our family vacations with my husband and two boys.

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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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