Watch on Demand – Women and Philanthropy

Join our webinar session to discuss the evolving landscape of the philanthropy investing space, with a specific focus on the women who are shaping it – Sue Talbot, Portfolio Manager at Genus Capital Management and Janice Margolis, Philanthropy Advisor at JLM Philanthropy, Nancy Fong, President at NYF Wealth Management and Sarah Fitzpatrick, Partner at Miller Thompson LLP join us to explore this exciting topic.


Sue May Talbot

Portfolio Manager, Partner

Genus Capital Management

As a portfolio manager, I work with individuals and families to help create impactful portfolios that align with their values while serving their goals, such as saving for the future or making the most out of retirement. My collaborative and solutions-driven approach has helped me to create strong client partnerships.

As Genus’ first hire in 1989, I have extensive experience and knowledge to meet my clients’ needs. I am proud to contribute to an organization that continues to innovate and has become a leader in sustainable investments. My own personal values include honesty, integrity and inclusion.

I am a total gym rat. I believe that exercise is so important for mental and physical health. I look forward every year to our family vacations with my husband and two boys.

Sarah Fitzpatrick


Miller Thompson LLP

Sarah Fitzpatrick practices in the areas of charities, not-for-profits, estate planning and business law. She provides general advice to charities, not-for-profit organizations and trusts, and assists clients in realizing their estate planning goals.

Sarah counsels charities and not-for-profit clients on governance, regulatory compliance and gift planning. She assists clients with general corporate legal matters including major business contracts, transactions and restructuring. Sarah also has an active estates and trusts practice which includes estate planning, estate administration and advice to trustees.

While at the University of Victoria, Faculty of Law, Sarah was the Chair of the UVic Law Students for Human Rights through Legal Education and organized a number of fundraisers for the Mwanza Paralegal Aid Center in Tanzania. She continues to be involved in the community and is currently chairing a working group committee for the Canadian Bar Association, Charities and Not-for-Profit Law Subsection on the model bylaws under the new Societies Act.

Janice Margolis

Philanthropy Advisor

JLM Philanthropy

I am a philanthropy advisor with over thirty years in the charities field. I have worked with hundreds of donors and donor families to carry out their charitable interests. I also have direct experience developing and implementing organizational plans with all types of fundraising, in particular planned and major gifts and also annual and on-line giving programs, foundations and corporations.

I have been very fortunate to have worked with excellent people and organizations and I bring this experience to mentoring and coaching others in order to realize success.

Nancy Fong


NYF Wealth Management

Experienced financial advisor with a demonstrated history of working in the financial services industry. Nancy is skilled in estate & tax planning, retirement planning, life insurance & risk management, charitable gifts planning and financial planning. She is a strong business development professional with a FEA (Family Enterprise Advisor) from the Sauder School of Business.

With business and law degrees under her belt, and close to twenty years of working as a Certified Financial Advisor, Nancy has become an expert in financial and intergenerational wealth management. Nancy brings a unique set of skills to the table, as she practiced as a solicitor for twelve years before earning her CFP and becoming a financial planner. Always aspiring to learn more, Nancy gained her designation as a Family Enterprise Advisor through the Family Enterprise Canada, and UBC’s Sauder School of Business.

As the president of NYF Wealth Management, Nancy aspires to empower families to cultivate their own wealth-being. NYF specialized in grandparents, parents, and young adults who care about securing their financial future for themselves and their family. Nancy helps families, as well as professionals, primarily accountants and lawyers, with financial planning or estate planning questions unique to them. 


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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