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Complimentary Services
We want to add to your success and are pleased to provide the following complimentary services to individuals and families with over $500,000 of financial savings and investments. These services are available without any cost or obligation. Simply call us for more information or to make the arrangements.
Expert Answers
This knowledge resource allows you or a friend or family member to get authoritative answers to any business, accounting, financial or legal questions that come up. Just call Sue-May Talbot at 604.605.4602 or email stalbot@genuscap.com and we'll facilitate access to the information you need through a knowledgeable panel of experienced specialist advisors.
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The diagram above illustrates the services we currently provide directly (burgundy). Where additional expertise is desired, we can call upon an experienced panel of independent experts (blue sections), and help research and coordinate specialist advice for your business, family and money.
Investment Policy Statement
This personalized consultation and report is designed to offer insights on your existing investments and outline an improved strategy. The service can examine your holdings along the following dimensions: alignment with objectives and risk tolerance, cost compared to alternatives, degree of tax efficiency, and historical performance compared to benchmarks.
Genus Retirement Analysis
This customized consultation and report will show you how well you're positioned for the future. Together, we'll consider your desired lifestyle, family assets, income sources, investment approach, inflation, taxes and family legacy, and then explore ways to improve the outlook for your income and wealth.
