For institutional

For institutional investors

It’s all about you
and your organization

If you represent a pension, foundation or Indigenous community, we have cutting-edge investment solutions for you.

Based on over 30 years of experience with sustainable investment and analysis, we have deep knowledge of what it takes to achieve a variety of investment goals while staying true to values rooted in corporate social responsibility and sustainability. Whether your goal is growth, wealth preservation, reliable income, or creating a sustainable legacy – or a combination of these – we can help you achieve it.

We are committed to working with impactful industry leaders.

Our clients are also leaders in their fields and focused on creating positive impact.

  • Greater Montreal Climate Fund

We are committed to excellence in all areas of our business, and being a leader in the sustainable investing movement.

  • Best for the world logo
  • Family wealth report awards logo
  • Great place to work logo

The Genus advantage
for institutional investors

Legacy and leadership for Canadian fossil free and impact investors

In 2013, we created Genus Fossil Free™ to better align the values of our clients with their investments and help address some of the world’s pressing socioeconomic and environmental challenges. Today, Genus Capital is at the forefront of Canada’s Divest-Invest movement with a complete suite of fossil fuel free funds that are tailored to meet the needs of investors who wish to invest in a sustainable, clean energy future. Genus was the first investment firm, in Canada, to integrate Net Impact ScoreTM across all of our clients’ portfolios. Our fossil free and impact funds offer a solid, sustainable track record for institutional investors who want their investments to do more.

Committed to authenticity

At Genus, our commitment to sustainability goes far beyond our funds. Genus was the first wealth management firm in Canada to become a certified B Corporation. Certified B Corporations are businesses that meet the highest standards of verified social and environmental performance, public transparency, and legal accountability to balance profit and purpose. B Corps are accelerating a global culture shift to redefine success in business and build a more inclusive and sustainable economy. Genus was recognized by the Responsible Investing Association through their 2020 Leadership Awards as a leader that encourages sustainable investment by educating the investment market. Genus developed and implemented a comprehensive Sustainability Policy to guide the day-to-day operations of our business so that we consistently reflect our commitment to sustainability through:
  • Offering a wide range of sustainable investments, and being transparent with our clients about the impact of their investments on the planet.
  • Operating our business with as little impact as possible on the environment.
  • Enabling clients to align their investments with their values.
  • Empowering our employees to reduce their environmental footprint, and make a difference in the community to causes that matter most to them.
  • Embracing and promoting diversity on our team.
  • Educating Canadians on how their investments can be used to promote sustainability and ultimately protect our planet.

Impact through public and private investments

Institutional clients investing with Genus have the flexibility to integrate public securities with private investments to maximize their impact in a way that is best suited to their investment goals.

Learn more about our most recent research on key issues in sustainable investing.



Have Your Existing Portfolio’s Net Impact Assessed.

Wondering the true impact of your organization’s current investment portfolio?

Contact us for a complimentary Net Impact Assessment and find out where you stand.

Be a part of the 2021 Net Impact Ranking

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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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