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Managing, Preserving, Growing
Our wealth planning process is geared toward building tax-sensitive, performance-oriented portfolios around each client's needs. Our commitment, since the inception of the firm in 1989, is to deliver the results our clients expect, while serving their interests with integrity.
Wealth Management with Genus
When selecting a manager for your investment needs you will expect a specific set of characteristics: professionalism, expertise, courtesy and understanding of your goals and then the proper execution of what is promised.
This has been our approach to wealth management for more than 20 years.
Our independent thinking, research focus and emphasis on capital preservation helped establish us in the industry and continues to guide our approach to investing.
Personalized Portfolios
We offer sophisticated, globally diversified portfolios to meet the needs of conservative investors, as well as those with more aggressive goals. We manage portfolios on either a pooled basis (minimum account size: $500K) or segregated basis (minimum account size: $2 million).
Focus on Results
Our goal is straightforward. We seek to provide superior long-term investment results, net of inflation, taxes and fees. We work with clients and their advisors to derive the appropriate investment policy and portfolio asset mix to maximize expected after-tax returns, given a predetermined level of risk tolerance.
Keeping You Informed
Consistent, high-quality service and reporting is integral to our relationship with you. Our client service and reporting is proactive, informative and tailored to meet the requirements of clients and their advisors.
Key Features & Benefits
► Superior equity and fixed income management by leading money managers
► Reliable and consistent long-term results
► Competitive fees, exceptional client service, administration and reporting
► If your circumstances change, so can your investment strategy
Contact Us to Learn More
Call Mary Lou Miles, CFA at 604-605-4628 or email mlmiles@genuscap.com to arrange a complimentary consultation.
LATEST VIDEO COMMENTARY
A YEAR OF MOOD SWINGS
Genus CEO and Chief Investment Officer, Wayne Wachell, and head of Wealth Management, Leslie G. Cliff, discuss events in the Eurozone, China and the U.S. and their impact on the global economy and markets.
LATEST COMMENTARY
The European sovereign debt crisis, slowing growth in China, and a myriad of issues in the U.S. combined to create significant equity market volatility through the summer. Negative headlines around these controversies have tended to overshadow more positive factors.
Read on...