Insights

Watch on Demand – Women in Impact Investing

Join us as we explore the pivotal role women are playing in the impact investing space – as investors, as asset managers and in other critical roles. We’ll explore such topics as:

  • Empowering women as investors
  • Women becoming top investors for their households
  • Impact investing in Canada

 

Resources:

Learn more about the fundamentals of impact investing and how to get involved with Genus or our partners:

Speakers

Mary Lou Miles

Head of Wealth Management / Portfolio Manager / Partner
Genus Capital Management

I am a partner and the head 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.

When I’m not working, I love to travel with my family to new and familiar places. Beyond that, I find joy in the small pleasures of reading, going for walks or volunteering in my community.

Elyse Crowston

VP, Operations
Active Impact Investments

Elyse is the Vice President of Operations at Active Impact Investments, a Certified B Corp based in Vancouver, whose mission is to support environmental sustainability through profitable investment. With two limited partnership funds with $70M in assets under management, Active provides money and talent to accelerate the growth of early-stage climate tech companies with $200K to $3M in revenue and significant growth potential.


At Active Elyse is responsible for internal operations, investor relations, marketing and communications, and platform services for portfolio companies. Elyse began her career cultivating climate and sustainability campaigns at Ecojustice, Canada’s largest environmental law charity, where she recognized the need for financial incentives to drive environmental action. Elyse then spent five years with Renewal Funds where she supported their raise of $147M for sustainable consumer goods and environmental technology.

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.

Mari Mathews

Director of Business Development
Spring Activator

Management Professional with achievement in the areas of Startups, Impact Investing, Business Development, Partnerships, Marketing, Operations, Sales and Investor Relations. Recognized for exemplary interpersonal skills, analytical and organizational abilities, vision, negotiating and drive.


Throughout her years working within early stage ventures, Mari has built and exited a startup she co-founded Outtt, invested in numerous companies and advised alongside countless capital raises. Currently Mari spends her time growing early-stage impact capital and investments through Spring Activator’s Impact Investor Challenge programs which she co-founded catalyzing over $17 million in funding for impact entrepreneurs since inception in 2019.

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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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