Why Genus

Why invest with Genus

Guiding you
towards your goals

What sets Genus apart:
  • Our experienced team
  • Our proven investment approach
  • Our commitment to sustainability and impact

A team you can count on

Proven track record

Genus has been managing client portfolios since 1989, with sustainable investing since 1993. We have been driving innovation since day one by focusing on investment technology and values-based solutions.

Meeting our clients needs

With Genus, you have choices. Whether you consider yourself a more conventional investor or if you are more fossil-free or impact focused, we have a solution to meet your needs.

Dedicated portfolio managers

Get a 1-on-1, personal relationship with an expert. When you invest with Genus, you’ll get a dedicated portfolio manager who is always focused on your goals and success.

Boutique firm

A responsive team of employee-owners, small enough to provide you with tailored solutions and large enough to innovate new strategies and help you reach your goals.

Canadian leaders in impact investing

Genus was one of the first firms in Canada to have a Impact Equity Fund incorporating publicly listed stocks. We are also the first investment firm, in Canada, to apply a Net Impact ScoreTM to all of our clients’ portfolios.

Proud to be B-Corp certified

We serve our community by using our business as a force for good. We demonstrate gender and ethnic diversity on our entire team, including our management team and board of directors.

Proven investment approach

Our proven investment approach is based on the following five pillars:

Risk-controlled

Follow a stringent institutional approach that emphasizes consistent returns.

Disciplined

Quantitative approach enables systematic, data-driven decision making.

Specialized

Clients benefit from solutions that combine the expertise of in-house and outsourced specialized teams.

Diversified

Portfolios structured globally across different asset classes, sectors, and investment styles.

Active

Go beyond diversification, manage risk, and create a portfolio that recalibrates to changing markets.

Consistent returns

At Genus, we have prided ourselves in our consistent returns in reducing clients’ risk and volatility in their portfolios while providing good after fee returns.

The chart below compares our balanced mix (typically 60% equities and 40% fixed income), since 1989, to world indices, Canadian indices, and finally bond indices.

Since 2013, you can see the Fossil Free balanced asset mix has delivered very similar returns to the conventional balanced asset mix.

Canada’s Fossil FreeTM
& impact investing innovator

Something powerful is happening in the world. The effects of climate change have triggered a global divestment movement. People are directing their money away from greenhouse gas polluters and into investments that align with their values.

Genus has been offering innovative investment solutions for more than a quarter century. Now, Genus is championing Canada’s divest-invest movement with fossil free and impact investing strategies for our changing world.

Divesting from fossil fuels and removing military, weapons, tobacco, alcohol, junk food, and factory farming from your investments is how you vote with your money, make a difference in the world, yet not sacrifice returns.

By investing with Genus, you now have the opportunity to invest in sectors such as: clean water and sanitization, health and education, affordable and clean energy, climate action, and responsible consumption and production. We use the UN Sustainable Development Goals to measure the impact.

If you are looking to align with your goals, achieve your dreams, and build your legacy, let’s start the conversation.

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
?