Watch on Demand – You, Your Investments & Insurance

Join us as we explore best practices when it comes to your investments and insurance policies, with a panel of investment and insurance experts. We’ll explore such topics as:

  • Explore insurance solutions and options
  • How to use insurance for tax planning
  • What role insurance can play in your portfolio



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


Ian Lusher

Portfolio Manager / Partner
Genus Capital Management

I am a portfolio manager and financial planner, specializing in serving individuals, families, holding companies, and foundations by creating customized investment portfolios.

Outside of work, I love being active. Whether it is the gym, golfing or cycling you’ll likely find me on the go. I am an avid and long-suffering Canucks fan, and I never miss an F1 race. My wife and I love to travel. I am also a fountain of useless knowledge which makes me useful for trivia night.

Nancy Fong


NYF Wealth Management

Nancy Fong created NYF Wealth Management in 2018. Nancy was born, raised and educated in Vancouver, BC. After having practised as a solicitor for twelve years, she joined a boutique financial planning firm and was a partner before creating her own firm.

Nancy comes from a family of immigrants, and from that framework she truly appreciates the importance of having extra help managing finances and money. With business and law degrees under her belt, and close to 20 years of working as a Certified Financial Planner, Nancy is an expert in financial and intergenerational wealth management.

Her community service of over 25 years in the Lower Mainland also makes her experienced in planned giving and charitable endeavours.

Cindy David

President & Estate Planning Advisor
Cindy David Financial Group Ltd.

Cindy David is a leading Canadian financial expert and trailblazer in her industry. She’s known for her passion, creative thinking, and determination to influence positive change. She transformed a traditional corporation’s employee-employer relationship into a modern structure that provides better benefits to both; and she actively supports women to achieve their dreams of entrepreneurship. She co-authored Financial First Aid for Canadian Investors: Stop the Bleeding, Start the Healing and Get Your Portfolio on the Road to Recovery, a guide to help Canadian investors regain their footing after the financial meltdown of 2008.

As President of Cindy David Financial Group Ltd., Cindy works with business owners in BC and retired or retiring clients, her firm provides tax-effective solutions and expertise, and tailors customized, personal financial planning services to meet the life goals of her clientele.

Currently, Cindy sits on the board for the Insurance Council of BC, as well as Advantage BC whose mission is to build a stronger public policy framework in support of sustainable finance and clean technology as a path toward a vibrant future for British Columbia.

Warren Campbell

Co-Owner, Advisor

Cove Continuity Advisors Inc.

Warren is a Co-Owner and Senior Advisor at Cove Continuity Advisors Inc. Warren’s personal and business experiences bring a wealth of knowledge from working for one of Canada’s top insurance marketing firms for over 20 years. In his past role, he provided consultation and recommendations on insurance policies and structures to advisors and high net worth clients.

His unique ability is asking questions, doing extensive research, pondering the solutions and providing detailed explanations about alternative approaches. Warren is right at home when there is an abundance of data to work with and enjoys sharing his finding with others. He provides technical analysis and planning for all Cove, as well as collaborating with external advisors and their clients.

Warren lives in North Vancouver with his wife and two young children and enjoys tennis, trail running, and just about anything that gets him outdoors with his family.


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.

As seen in

Are you ready to make an impact
with your investments

Call us
Call Us

Or fill out your details and we will get back to you.