Insights

Watch on Demand – Women in Impact Investing

Watch on Demand – 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

Additional Resources

Looking to learn more about impact investing? Check out the book written by our speaker Bonnie Foley Wong: Integrated Investing – Impact Investing with Head, Heart, Body and Soul
 
You can also view this reading list created by Bonnie & Pique: 5 steps to designing the life you want
 

Speakers

Mary Lou Miles – Director of Wealth Management, Partner, Genus Capital Management

I am a partner and the director 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.

Alexa Blain – Co-Founder & Managing Partner, Deetken Impact

Alexa is co-Founder and Managing Partner of Deetken Impact, a Canadian registered investment fund manager with a 10-year track record of delivering strong, stable returns to investors by supporting businesses that make a meaningful contribution to the Sustainable Development Goals. Together with its affiliates, Deetken Impact Sustainable Energy and Adobe Capital, Deetken Impact currently manages $150 million in impact assets.

Prior to joining Deetken, Alexa was an executive with African Alliance, a pan-African financial services group and an associate with the Canada Pension Plan Investment Board and the Macquarie Group in Toronto.

Recognized as one of Vancouver’s Top Forty Under 40 by Business in Vancouver magazine, Alexa is a CFA Charterholder, a Chartered Business Valuator and holds an MA in Financial Economics from the University of Toronto.

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. 

Elyse was most recently with Rhiza Capital, helping cultivate an accessible place-based venture fund. In 2020, Elyse was named a Clean50 Emerging Leader.

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.

Bonnie Foley-Wong – Chief Executive Officer, Pique Ventures

Bonnie Foley-Wong helps leaders strategically plan for the future and make informed and empathetic decisions, in the face of uncertainty. She is a recognized leader in ESG, impact, and responsible investing. Over the course of her career, she has financed over $1 billion dollars in the private capital markets in Europe and North America.

Bonnie is the founder of Pique Ventures and founding investor in Pique Fund, which invested in 8 women-led technology ventures and generated returns for investors. Bonnie received a Startup Canada Entrepreneur Promotion Award and a YWCA Women of Distinction Award for Entrepreneurship & Innovation in recognition of Pique Ventures’ impact. In previous roles, Bonnie provided strategic leadership for a $300M investment program and portfolio and advised institutional investors and fund managers, building upon her experience as an investment banker and corporate finance adviser.

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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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