Insights

Watch on Demand – Aligning your values with your investments

Aligning your investments with your values has become more important and more complex than ever. Join Canadian leaders in values-based investing as they explore effective methods to align your investments with your values and share their journeys with impact investing. Here’s a sample of what you will explore in this session (with an interactive Q&A):

  • Strategies to help identify your (and your family’s) values
  • How to ensure that your investments align with those values
  • Understanding and measuring your investments’ impact over time

Additional Resources

Looking to determine your investment values? Renewal Partners have created this useful tool to help get you started: Reweaving Wealth

On behalf of our speakers, Genus will be making separate donations to charities of their choice:

The Circle – The Circle works alongside Indigenous-led organizations, to learn, acknowledge, and understand more about reconciliation and the decolonization of wealth.

Tea Creek – Tea Creek is an Indigenous-led, culturally-safe, land-based Indigenous food sovereignty and trades training initiative.

Speakers

Carol Newell – Founder, Funder, President
Renewal Partners

Investor by circumstance, innovator by nature, Carol Newell’s life work has been to create programs and organizations that seed new thinking about our relationships with social, natural and financial resources. In the early-90’s she dedicated an inheritance with a goal to build a culture that prioritizes the health and diversity of natural systems. Her private family office, Renewal, implemented a strategy to deliver mission-focused, cross-sector, blended-values capital to a region via Endswell Foundation, Renewal Partners seed capital fund, and additional personal capital.

In 2004, Carol founded and co-created Play BIG to help others boldly activate wealth. Her most recent project ReWeaving Wealth, is a nimble process tool designed to help people integrate and mobilize decisions, creative thinking and resource activation. She has received numerous awards and was appointed a Member of the Order of Canada in 2007.

Mary Lou Miles – Director of Wealth Management, Partner

Genus Capital Management

I am a partner and the director of wealth management. I believe integrity, honesty, and empathy are fundamental to great results for both our clients and our staff internally.

My areas of expertise are in cash flow planning, estates, and trusts. I oversee all of these aspects into our clients’ portfolio management, including inter-generational wealth. I love to hear people’s stories and use my resources to connect them with others who can help guide them in their journey.

Annabelle White – Founder, CEO, Primary Visionary
Dragonfly Ventures

Having traveled an unconventional path, Annabelle takes great pride in her leadership role of Dragonfly Ventures as Primary Visionary and co-CEO. With multiple family losses came a great responsibility to understand and manage her financial legacy. Annabelle’s true passion developed while connecting to the natural world through travel, rural living, wilderness adventures, and with the special four-leggeds who have joined her journey.

She has worked diligently to aim her inner compass towards meaningful change along paths not yet taken. She would ultimately revel if the pervasive and destructive use of global toxics was permanently eliminated.

Mike Thiessen – Chief Sustainability Officer, Co-Chief Investment Officer, Partner

Genus Capital Management

Mike provides leadership for all sustainable disciplines, including research and portfolio construction. Prior to joining Genus, he worked at a strategic consultancy firm, a quantitative hedge fund and an equity research firm. Mike holds an MBA from the University of Cambridge concentrating in Social Innovation and is a CFA Charterholder.

As Chief Sustainability Officer, Mike oversees allocation of our sustainable initiatives, including the research and portfolio construction that goes into this.

Mike is passionate about environmental and social issues, I need to make an impact with my career.

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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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