Watch on Demand – Estate Planning: How to Make it Easier on Your Family

Join us as we explore methods of considerate and effective estate planning – Genus Portfolio Manager Grant Conroy and Heritage Trust’s Nicole Garton join us to help uncover effective methods for smooth family wealth transitions. We’ll explore such topics as:

  • Practical guidance on organizing your estate records for your family
  • Digital assets – extra considerations for the reality we now live in
  • Preparing the family as well as preparing the assets

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Grant Conroy

Portfolio Manager / Partner

Genus Capital Management

As a portfolio manager, I work with institutions, individuals, and families.

I have a long history of being dedicated to stay ahead of the markets having started my career in 1996, covering some of the world’s largest asset managers. I continue this market journey and seek to add value on a more personal basis.


As a qualified Family Enterprise Advisor, I am versed in the complexities that can come with family wealth. This can range from how to prepare and educate the next generation and communicating legacy intentions to protecting family unity.

My own values include equality, learning, and integrity.

Outside of work, I am the chief “dad joke” teller in our household and serve on two not-for-profit boards.

Nicole Garton

Lawyer & President

Heritage Trust

As the principal of Heritage Law, Nicole Garton, B.A., LL.B., LL.M., C.Med, FEA, TEP is a lawyer, mediator and parenting coordinator practising in the areas of wills and estates and family law. As President of Heritage Trust, Nicole offers fiduciary, escrow and multi-family office services on behalf of individuals, families, business owners, trusts and estates.

Nicole is the Past Chair of the Canadian Bar Association Wills and Trusts Subsection (Vancouver). Nicole is a member the Society of Estate and Trust Practitioners (STEP), the Estate Planning Council of BC, the BC Collaborative Roster Society, the Civil and Family Rosters of Mediate BC and the BC Parenting Coordinator Roster Society. Nicole is a Chartered Mediator and certified by Family Mediation Canada as a Comprehensive Family Mediator. Nicole is a certified Family Enterprise Advisor.

Nicole received a Bachelor of Arts and a Bachelor of Laws from the University of British Columbia and was called to the Bar of British Columbia in 2001. Nicole completed a Master of Laws from Osgoode Hall Law School in Alternative Dispute Resolution in 2019, with a focus on dispute prevention and management for family businesses. Nicole co-founded and co-leads the MotherBoard Society and the North Shore Pro Bono Society.


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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