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We’d be delighted to help you meet your investment goals.
Fill out a contact form and we’ll respond within 24 hours.
We’d be delighted to help you meet your investment goals.
Fill out a contact form and we’ll respond within 24 hours.
You care about the environment.
But are you contributing to climate change?
For 7 years Genus has been offering a way to divest and go fossil free. Since 2014, our Fossil Free Impact Equity Fund invests in businesses that are leading innovation in a sustainable economy.
Dedicated Portfolio Managers |
Get a 1-on-1, personal relationship with an expert. |
Boutique Firm |
A dedicated team of employee-owners, focused on you. |
Digital Convenience |
Access your investments from anywhere, anytime. |
Achieve Your Goals |
Grow your wealth to gain your financial freedom. |
Active Risk Management |
Go beyond diversification with a portfolio that recalibrates to changing markets. |
Values-Based |
Invest in businesses with purpose, resilience, and impact. |
We invest in global companies that are leaders in renewable energy, and work with industries committed to mitigating climate change.
We exclude all companies directly involved in extracting, processing and transporting oil, gas and coal from our investments.
We eliminate companies with a high carbon footprint and invest in those with a strong commitment to environmental, social and governance (ESG) issues as a means of avoiding companies with poor performance.
We combine Canadian and international investments from the top industries in each region to achieve a complete Fossil Free™ solution that works for Canadian investors in an energy-based economy.
Tom is the lead of our digital hybrid service, working personally with each client. He also manages human capital as finance professor at the University of Calgary and serves the boards of Swim Alberta and Alberta EcoTrust. Tom has been a professional investor for over 14 years at some of Canada’s most client-focused independent managers, including Genus back in 2006. Tom holds an MSc in Mathematics and is a CFA Charterholder.
Stephanie works with foundations and institutions, managing their sustainable and impact investment portfolios. Prior to joining Genus, she worked at Goldman Sachs and Credit Suisse, specializing in customized risk management solutions and investment strategies. Stephanie holds an MSc in Financial Engineering from the University of Michigan.
Mike provides leadership for all sustainable disciplines, including research and portfolio construction. Prior to joining Genus, he worked at a strategic consultancy firm, a quantitative hedge fund and an equity research firm. Mike holds an MBA from the University of Cambridge concentrating in Social Innovation and is a CFA Charterholder.