Insights

Watch on Demand – Global Conflicts, Market Reactions

Join us for an in‑depth webinar hosted by Ian Lusher, exploring how today’s escalating geopolitical tensions are shaping global markets.

Featuring insights from Genus CIO Wayne Wachell, this session will unpack recent market reactions and outline the portfolio actions we’re taking to navigate this evolving landscape.

Speakers

Ian Lusher

CIM, CFP

Portfolio Manager, Partner

Genus Capital Management

Ian Lusher is a Partner and Portfolio Manager at Genus Capital Management, bringing more than 20 years of experience across the financial services industry. He specializes in portfolio analysis and construction, long‑term financial and estate planning, retirement strategies, leveraged investing, and alternative investment solutions—always with a focus on aligning client portfolios with their goals and values.
 
Ian’s career spans a wide range of advisory and portfolio management roles, beginning as a licensed assistant with an independent broker and progressing through positions at BMO, MD Management, CI Private Counsel, and HSBC Private Wealth Services (Canada) Inc. His breadth of experience informs his disciplined, client‑centred approach to managing complex portfolios and designing resilient, purpose‑driven investment strategies.

Wayne Wachell

CFA, MBA

Chief Investment Officer, Executive Chairperson

Genus Capital Management

Wayne Wachell co-founded Genus Capital Management in 1989 and serves as the firm’s Chief Investment Officer. He oversees Genus’ equity research and investment strategy and co-manages both equity and fixed-income portfolios.

A Chartered Financial Analyst (CFA) since 1985, Wayne holds a Bachelor of Science in Computer Science (1977) and an M.B.A. (1980) from the University of Alberta. He began his investment career at the Alberta Treasury in 1978 as an investment analyst, later becoming a partner and fixed income and equity portfolio manager at M.K. Wong & Associates. Before founding Genus, he also managed fixed-income portfolios at TELUS (formerly Alberta Government Telephone).
 
He is a past president of the Vancouver Society of Financial Analysts (1992–1993) and is frequently featured in business media, providing insights on markets and the economy.
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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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