Genus Capital Management

05/28/2026

How are global events shaping sustainable investing in 2026? Join Genus Capital Management’s upcoming webinar for insights on evolving ESG frameworks, new investment strategies, and real-world impact stories. Stay informed and learn how values and financial goals can align in a changing landscape. Register now to be part of the conversation:

05/27/2026

If you’re considering putting dollars into a fund that claims sustainability or impact, watch this first!

Genus Senior Sustainable Investment Associate James Dick shares a couple of red flags that we watch for on behalf of our clients. 🚩🚩

Because not all funds that claim impact are measuring the same thing, or backing it up in the same way.

05/25/2026

You probably have a ballpark age when you want to retire. You may even have a detailed financial plan that gets you there.

But sometimes life intervenes. And plans have to change.

Retiring early can mean losing some of your highest-earning years, changing how long your savings need to last and reshaping your long-term plan. 😬

Yet it can also be an opportunity, creating space for something new, whether that’s part-time work, volunteering, mentoring or getting involved in your community. ☀️

As long as you’re prepared!

Our recent blog post shares strategies to prepare for the unexpected: ➡️ https://hubs.li/Q04g7BCz0

05/21/2026

“Think global, act local” isn’t just a slogan. It’s why some of today’s most effective climate action is happening at the municipal level.

Changing how cities are developed and function is one of Canada’s best opportunities to mitigate climate change and adapt to its effects.

Learn more: https://hubs.li/Q04fW62y0

05/20/2026

A lot of investors are watching global news headlines closely right now. When markets react to conflict, it’s easy to feel like you should, too.

But uncertainty isn’t new – and it isn’t something to build an investment strategy around. ⛔

In our most recent webinar, Genus Portfolio Manager Ian Lusher and Executive Chairperson and CIO Wayne Wachell unpack how escalating geopolitical tensions are shaping global markets.

Plus: how Genus uses a disciplined, model-driven process to help navigate shifting conditions with clarity.

▶️Watch the full webinar: https://hubs.li/Q04gTh3b0

05/19/2026

Big life changes can spark big financial questions – and unexpectedly having to retire early is no exception.

As our Jill Bester shares here, the first step is to take a deep breath: pause, take stock and get clear on your next financial move by talking to your advisor.

Jill shares more insights in this recent blog post: https://hubs.li/Q04g7Vfh0

05/15/2026

Retirement doesn’t always arrive on schedule.

While many people plan around a set age, life can bring unexpected changes, from health challenges to caregiving demands to job loss.

In our latest blog post, Genus Portfolio Manager Jill Bester shares why early retirement – forced and otherwise – deserves more attention in financial planning, and a few practical ways to prepare for the unexpected.

👉 Read here: https://hubs.li/Q04g7FvN0

05/14/2026

Cognitive decline can create major financial and legal challenges for families. Join us as we explore practical steps to plan ahead, protect decision‑making, and support loved ones through periods of uncertainty.

Topics include:
✅ Early planning for diminished capacity
✅ POAs, representation agreements, and financial safeguards
✅ Guidance for families and caregivers

Don't miss out, register now:

This session brings perspectives from wealth management and elder law to help understand how to prepare for the implications of diminished capacity.

05/13/2026

The streets you walk, the train you take, the building you work in – these are all climate issues. And they're all shaped by decisions made at the local level.

This is why today’s most effective climate action is happening at the municipal level. Things like:

👉 Young people in Regina saying they need better bus access to get to school and work.

👉 Community advocates in Vancouver pushing to phase natural gas out of new buildings.

This is what street-level climate action looks like: practical, local and driven by the people who live with the consequences every day.

Which is why we’re so proud to support the David Suzuki Foundation Municipal Climate Solutions initiative.

Learn more: https://hubs.li/Q04fVZSD0

05/08/2026

Cities drive an estimated 50% of emissions Canada-wide, but they're also where solutions are taking shape.

Not in international agreements or federal budgets – but closer to home, in things like bike lanes, building codes and bus routes. 🚴🚌

This is one of the *many* reasons we’re proud to support the David Suzuki Foundation Municipal Climate Solutions initiative, which works with communities across Canada to identify practical, place-based climate solutions.

Read more: https://hubs.li/Q04fW37x0