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Impacting the future todayTM
You’re not a typical investor.
We’re not a typical investment firm.
Get in touch. Let’s start the conversation.
It’s time to align your investments with your values
You care about the environment.
But are you contributing to climate change?
For 9 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.
The benefits of working with us
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. |
How we do it
Invest in
Renewable Energy
We invest in global companies that are leaders in renewable energy, and work with industries committed to mitigating climate change.
Exclude
Oil, Coal and Gas
We exclude all companies directly involved in extracting, processing and transporting oil, gas and coal from our investments.
Commit to Social &
Environmental Responsibility
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.
Source fromTop Companies Globally
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.
Our impact-driven team
Thomas Holloway, CFA
Portfolio Manager
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 Tsui, MSc
Portfolio Manager
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 Thiessen, CFA
Director of Sustainable Investments
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.