Impacting the future today^TM

Watch on Demand – Updates to Trust Reporting and Other Estate Planning Measures

Watch on demand - Join us for an insightful webinar on Impact Measurement and Engagement, with a focus on the data behind impact measurement and how asset managers are use their buying power to influence policy.

5 Myths About Impact Investing, Debunked

Despite its growing popularity, persistent myths about impact investing have left some investors feeling hesitant to choose an impact investing approach. We’re here to debunk them.

Impact Real Estate Investing: Part of the Solution to Canada’s Housing Market Crisis

The need for climate-conscious, affordable housing—and a lot of it—is self-evident. The good news is that for investors hoping to contribute to solutions while maintaining attractive returns, there are many exciting opportunities through impact real estate investing.

Got Bonds in Your Portfolio? Here’s Why Impact Investors Should

When wealth managers talk about a balanced investment portfolio, the idea of the “60:40 rule” has long reigned: that is, a combination of 60% equities and 40% bonds. Bonds, in this way, provide a safety valve for portfolios.

Make an Impact with Your Holiday Giving: 12 B Corp Gift Ideas You Can Feel Good About

Every year, we ask our team members to recommend their favourite B Corp gift picks. The 12 businesses on our 2024 list are loaded with fun and functional gift ideas. Happy gifting!

Watch on Demand – Impact Measurement & Engagement

Watch on demand - Join us for an insightful webinar on Impact Measurement and Engagement, with a focus on the data behind impact measurement and how asset managers are use their buying power to influence policy.

November 23, 2023

Watch on Demand – Navigating the Transfer of Capital: Why Teamwork is Important

Join us as we discuss the careful navigation of capital transfer with our panel of Family Enterprise Advisors Grant Conroy and Tim Yeung. In this webinar, we’ll explore such topics as:

✔️ Playing to create wealth vs playing not to lose wealth

✔️ Why teamwork is crucial

✔️ Some practical next steps

Additional Resources:

Speakers

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.

Tim Yeung

Associate Advisor

Next Step Advisors

Tim Yeung brings valuable experience from his ten years of experience working in his family’s successful commercial real estate business, Peterson. His transition to the role of a Family Enterprise Advisor reflects his strong background in business and a deep understanding of family enterprise dynamics and governance structures.

Tim graduated from the UBC with a degree in Mechanical Engineering with Distinction. He is also a certified Family Enterprise Advisor (FEA) and a trained Co-Active Coach, making him well-prepared to guide families in their journey towards prosperity.

Vancouver born and raised; Tim is a life-long learner. He is deeply devoted to his love of sports analytics, powerlifting, and personal development. His interest in fostering a growth mindset extends to competitive gaming.

Tim is married with two beautiful girls and in their family’s spare time, they love to go for picnics and ice cream.

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