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.
Grow your money while making a difference in the world.
Invest for impact
with trusted advice.
Annual cost: 0.90% or less*
* Excludes taxes and about 0.3% custodial costs.
* Family accounts are grouped for fee savings.
Comprehensive investment planning
for deeper impact with strong returns.
Annual cost: 1.25% or less*
* 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.
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.
At Genus, we customize each portfolio to your needs. Below are some examples of the types of portfolios we have created for our clients.
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.
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.
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.
GENUS CAPITAL MANAGEMENT INC.
