Insights

What to Expect When You Invest with Genus

What to Expect When You Invest with Genus - investing with Genus -image of two two cartoons wearing blue pants seating and talking with dialogues bubbles hanging over them

Your trust isn’t something we take lightly. That’s why when you begin investing with Genus, we’ll take you through our rigorous get-to-know-you process before we actually start investing your money.

Here’s what to expect when you invest with Genus:

We start by getting to know you. We ask questions, listen and gain an understanding of your goals and values.

One of our portfolio managers works with you to understand your unique situation, values, comfort with risk, past experiences and investment objectives.

Your portfolio manager then recommends an investment strategy aimed at achieving your objectives.

Your personal portfolio manager develops a customized strategy that is aligned with your goals and values. This strategy is formally documented in your personal Investment Policy Statement (IPS), which is our agreement with you and reflects how we’ll manage your investments.

Your sustainable investment accounts are opened, and you start saving for your future.

At Genus, securities are selected by professionals with expertise in each asset class. Your portfolio combines our expertise in stock selection and asset allocation with the complementary skill set of one of Canada’s leading fixed-income managers. Our top-down bottom-up investment process (top-down asset allocation and bottom-up stock selection) is backed by time-tested research and technology that helps us uncover new insights that improve our performance (learn more about how technology is changing wealth management — and what it means for you).

We select Fossil-Free™ investments to match your goals.

When investing with Genus, you benefit from our global investment strategy, which is shaped by examining a company’s value, growth, analyst expectations, momentum, quality and sustainability. Our decades of experience in quantitative research and data sciences are embodied in our proprietary research platform. This, coupled with our risk management tools, aims to deliver consistent returns. This approach helps to strengthen our Fossil Free and Impact Investing portfolios.

Our investment teams continuously review your portfolio to make sure its return is optimized.

We monitor your portfolio continuously and rebalance it monthly.

Your portfolio manager will also review your investment strategy regularly to make sure it stays aligned with your situation and goals.

Your portfolio manager consults with you regularly to ensure the strategies we’ve developed for you are still meeting your evolving goals and needs, as well as your service and performance expectations. No matter what happens in your life, we’ll always be a partner looking out for your future. And no matter what happens in the markets, we’ll be embracing change and innovation as we have done for the past 30 years.

Learn more about investing with Genus or get in touch to chat about how we can help you achieve your investing goals.

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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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