We build relationships with our clients based on collaboration, education and transparency.
Genus Capital’s clients work with a Portfolio Manager to develop a personalized investment plan. The Portfolio Manager is responsible for implementing strategy, overseeing day-to-day management, and consulting with you to ensure your evolving needs are met. We also keep you informed about what is happening in the markets, how your portfolio is doing, and of any tactics we’re employing to improve your portfolio’s performance.
When Genus acts as your manager, we never hold your cash or securities. Our clients’ savings and investments are always held in trust and safe-guarded by an independent custodian. RBC Investor Services Trust acts as the custodian to all funds in our Fossil Free Portfolios. They are ranked among the top 10 global custodians in the world, and are a leading provider of investor services in Canada.