For individuals
& families

For individuals & families

It's all about you

We understand that each investor’s goals are unique. We built our reputation by carefully listening to our clients and delivering highly customized solutions that meet their objectives.

When you join us as a client, the first step in our engagement involves meeting with one of our portfolio managers to discuss your situation so we can understand what you would like to achieve.

From there, we will develop your personal Investment Policy Statement, which confirms your goals and provides a forward-looking framework of clear guidelines and strategies for effectively managing your money.

As an individual investor, we know you are looking for performance you can count on and people you can trust.

Not only do we manage individual investors, but we also specialize in multi-generational relationships. We’ve been fortunate to work with some of Canada’s most successful families and understand family wealth. As your family evolves and changes, we proactively work with you and your team of advisors to grow and preserve your financial legacy.

We provide institutional-calibre portfolio management to a broad range of investors. Working with us, you’ll enjoy the attentiveness of a boutique firm while benefiting from our global expertise and access to top asset-class specialists.

Our assistance goes beyond investment counselling, presenting you with clear, effective wealth solutions. We can work with your current advisors to ensure a complementary and comprehensive approach to managing your wealth.

We have been helping our clients reach their financial goals for more than 30 years.

Investment services

Grow your money while making a difference in the world.

DIGITAL

WEALTH MANAGEMENT

Invest $100K+

Invest for impact
with trusted advice.


Annual cost: 0.90% or less*


  • Access to over 30 years of proven success
  • Active data-driven stock picking
  • Active systematic risk management
  • Market-leading social and environmental integration (ESG)
  • In-house professional investment team
  • Kickoff and annual consultation with experienced portfolio manager
  • Cash flow planning
  • On demand expert human advice on phone, chat, email, and video
  • Auto deposits and withdrawals

* Excludes taxes and about 0.3% custodial costs.

* Family accounts are grouped for fee savings.

PERSONAL

WEALTH MANAGEMENT

Invest $500K+

Comprehensive investment planning
for deeper impact with strong returns.


Annual cost: 1.25% or less*


  • ALL DIGITAL FEATURES
  • Customized portfolio
  • Semi annual consultation
  • Detailed planning consultation
  • Provide tax efficient portfolio strategy
  • Liaise with your other advisors
  • Exclusive networking opportunities
  • Segregated stock portfolio available for over $2 million

 

* Annual fee charged at 0.7% on assets over $1 million. 

* Excludes taxes and about 0.3% custodial costs.

* Family accounts are grouped for fee savings.

Consistent returns

At Genus, we have prided ourselves in our consistent returns in reducing clients’ risk and volatility in their portfolios while providing good after fee returns.

The chart below compares our balanced mix (typically 60% equities and 40% fixed income), since 1989, to world indices, Canadian indices, and finally bond indices.

Since 2013, you can see the Fossil Free balanced asset mix has delivered very similar returns to the conventional balanced asset mix.

Genus portfolio examples

At Genus, we customize each portfolio to your needs. Below are some examples of the types of portfolios we have created for our clients.

Stability

Lisa has retired and wants capital preservation, income, and growth in her portfolio. Living in Vancouver, she spends her spare time outdoors, hiking, snowshoeing, and skiing. She’s focused on helping leave the planet a better place for her grandchildren and preserving a legacy for her late husband.

Time horizon
Income needs
Risk tolerance
Return potential

Balanced

Steve and Diana are based in Toronto, nearing retirement, but looking for a boutique firm to listen to their needs and incorporate their entire three generations in the planning process. Their pending inheritance means their family will be provided for in the long run, but want the next generation to understand the fiduciary duty involved in managing their assets.

Time horizon
Income needs
Risk tolerance
Return potential

Growth

Megan and Laura are juggling their careers in Calgary with their young family. Still in the wealth accumulation stage and mortgage paydown, they want to ensure their investments are not only growing, but making an impact in the world.

Time horizon
Income needs
Risk tolerance
Return potential

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.

As seen in

Are you ready to make an impact
with your investments
?