1.

WE START BY ASKING QUESTIONS, LISTENING AND GAINING AN UNDERSTANDING OF YOUR GOALS.

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

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2.

YOUR PORTFOLIO MANAGER THEN RECOMMENDS AN INVESTMENT OR DIVESTMENT PORTFOLIO TO AIM TO ACHIEVE YOUR GOALS AND OBJECTIVES.

Your personal portfolio manager develops a customized strategy that aligns with your goals. We will also prepare a comprehensive personal investment policy statement.

3.

THE FINAL STEP: YOUR FOSSIL FREE INVESTMENT ACCOUNTS ARE OPENED, AND YOU START SAVING FOR YOUR FUTURE.

We continually consult with you to ensure the strategies we’ve developed for you are meeting your evolving needs, as well as your service and performance expectations.

 

We actively manage your asset mix by increasing weightings to attractive areas and limiting exposure to those presenting more risk.  This process is driven by our Dynamix insights.

1.

We’ll start by asking questions, listening and gaining an understanding of your goals.

One of our senior portfolio managers will work with you to understand your unique situation, your values and investment objectives.

2.

Your portfolio manager will then recommend an investment or divestment portfolio to achieve your goals and objectives.

Your personal portfolio manager will develop a customized strategy that aligns with your goals. Genus will proceed with consideration for any clean energy opportunities or climate change concerns you would like to address. We will also prepare a comprehensive personal investment policy statement.

3.

 Finally, your fossil free investment accounts can be opened and you can start saving for your future.

Over time we will consult with you to make sure your strategies continue to meet your evolving needs and that we are meeting all of your service and performance expectations.

Ready to go fossil free?