Impacting the future today^TM

Slides & Resources – Financial Abuse of Older Adults: Recognition, Prevention, and Assistance

Watch on demand - Join our expert panel as they discuss issues that affect women investors and explore solutions for women who are either new to investing or would like to do more with their investments.

Why We’ve Added a Biodiversity Screen to our Sustainable Investments

For women, understanding and knowing how to manage their finances has become more important than ever. But it’s also often fraught with challenges.

Is a Senior in Your Life the Victim of Financial Abuse? Learn How You Can Help

Financial abuse of seniors is more common than you might think. Financial abuse may be happening among your family and friends.

Watch on Demand – Women and Investing

Watch on demand - Join our expert panel as they discuss issues that affect women investors and explore solutions for women who are either new to investing or would like to do more with their investments.

Women in Investing: Meet the New Face of Wealth

For women, understanding and knowing how to manage their finances has become more important than ever. But it’s also often fraught with challenges.

Bridging the Gender Divide: 3 Ways We Support Women

One of our core values has always been about supporting women – those working in finance, our own female clients, and women around the world looking to build their financial literacy and education. Here’s how we’re doing it.

January 27, 2023

Watch on Demand – Year in Review & 2023 Market Outlook

Watch our annual seminar in person or via livestream as we look back on the market events of 2022 and provide our 2023 market outlook.

Speakers

Wayne Wachell

Executive Chair Person & Co-Chief Investment Officer

Co-founding Genus and creating one of Canada’s first fossil free funds has been a tremendously thrilling accomplishment.

My mantra is simple: focus on adding value for your clients, everything else will follow.

In my down-time I enjoy reading history and geopolitics, or spending time with my wife and two granddaughters.

Justin Hahn

Macro Strategist

I am a Macro Strategist. My focus is on economic research and tactical asset allocation.

Innovation, time management, and efficiency are key values to good work.

Taking in the great outdoors is my favourite pastime, whether it is hiking or camping.

Shannon Ward

Chief Revenue Officer

As Chief Revenue Officer, my focus is to amplify the mission and message of Genus, informing investors that it is possible to build a financial legacy that does not contribute to climate change.

My core values are mentorship, collaboration, and innovation.

I can often be found cycling, hiking or snowboarding with my husband and son.

Mike Thiessen

Chief Sustainability Officer / Co-Chief Investment Officer / Partner

As Chief Sustainability Officer, I oversee allocation of our sustainable initiatives, including the research and portfolio construction that goes into this.

I’m passionate about environmental and social issues, I need to make an impact with my career.

Outside work, I value spending time with my wife and three kids.

Mary Lou Miles

Head of Wealth Management / Portfolio Manager / Partner

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.

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