A founding partner of the firm, Leslie is responsible for directing Wealth Management marketing and sales initiatives and overseeing client relationships. Born and raised in Vancouver, she has a finance degree from Arizona State University. Leslie has worked in the portfolio management and client service area of the investment business since 1986. She is on the boards of The National Sports Centre, and is a past President of the Estate Planning Council of Vancouver, and a past Chair of the ICBC Investment Committee. Leslie is an Olympic medalist, an Honorary Chartered Accountant, and an Officer of the Order of Canada.
Direct: 604 605 4602
Margaret serves private investors and institutional clients at Genus. She has been in the investment business since 1980. She spent her childhood in Montreal and graduated from Queen's University. Margaret has spoken at industry seminars on the challenges facing Endowment, Foundation and Not-For-Profit Portfolios. She is vice chair of the Boys and Girls Clubs of Greater Vancouver, and vice chair of Music in the Morning. Margaret joined Genus in 1996.
Direct: 604 605 4606
Mary Lou serves private clients. She has been in the investment and banking business since 1976. She grew up in Vancouver and graduated from the University of British Columbia. Mary Lou holds a BA in Economics, the Chartered Financial Analyst designation and the Fellowship of Canadian Bankers (FICB) designation. She joined Genus from Maxima Investment Management, and has held senior positions with the Bank of British Columbia and HSBC. Mary Lou, a past President of CFUW-Richmond (Canadian Federation of University Women), is Membership Chair of the Richmond Sunrise Rotary Club and a member of the Estate Planning Council of Vancouver.
Direct: 604 605 4628
Direct: 604 605 4624
Naomi serves private clients. Born and raised in Vancouver, Naomi joined Genus in 2009 after obtaining her MBA from the Rotman School of Management at the University of Toronto. She also holds a BA in Psychology from McGill University and a Graduate Diploma in Journalism from Concordia University. Her experience includes four years in business finance at an international public firm. Naomi is a member of 85 Broads and serves on the gala committee of the VGH UBC Hospital Foundation.
Christy has more than 30 years' of investment industry experience and serves private clients, institutional clients and foundations at Genus. Born and raised in Vancouver, she attended UBC and has been in the investment industry since 1977. She serves on the board of the Social Investment Organization, which is dedicated to the advancement of socially responsible investment in Canada. Prior to joining Genus in 1999, Christy served with the University of British Columbia Faculty Pension Plan for five years. Before that, she worked with a national investment dealer as a retail broker and manager.
Direct: 604 605 4620
Sue-May has been with Genus since 1989. She was the firm’s first employee and was initially employed as the Manager of Administration. She assists Leslie Cliff with her client service and adminstration responsibilities, and also manages our client service team. Born in Hong Kong and raised in Nanaimo and Vancouver, Sue has a Diploma in Business Management from SFU. Prior to joining Genus, she worked in the sales and marketing department of a major private investment counseling firm.
Direct 604 605 4603
Janet joined Genus in early 2008. Born in Vancouver and raised in Langley, she obtained a Bachelor of Science degree in 2005 from the University of British Columbia. She is the Client Service Associate for clients of Margaret Lanthier and Christina McLeod. Janet has completed the Level III exam of the Chartered Financial Analyst (CFA) program and is currently working to fulfill the work experience requirement before receiving the Charter. Prior to joining Genus, she worked at a major brokerage firm in Vancouver. Janet is currently a Big Sister with Big Sisters of BC Lower Mainland.
Direct 604 605 4617
Marcus manages our day-to-day equity investment operations and oversees our portfolio rebalance process. He joined Genus in May 2002 after completing a Masters of Science degree in Finance from the University of British Columbia. Previously, he completed a Bachelor of Arts degree from Beijing University and a Masters of Arts degree in Economics from the University of Windsor. Marcus attained the Chartered Financial Analyst (CFA) designation in 2006.
Direct: 604 605 4622
Robin is responsible for branding and communication activities at Genus, including media liaison and developing collateral marketing materials. A former newspaper editor and overseas correspondent, he also has held senior positions in corporate communications and public relations. Robin is originally from South Africa, where he attended Selborne College prior to entering the journalism program at Dispatch Media Limited. He later obtained a Diploma in Public Relations Management (Distinction) from the PR Institute of Southern Africa. He joined Genus in 1998.
Direct 604 605 4623
As Director of Finance, Steve is manages the Administration department and also is responsible for client record keeping and maintaining the accounts for the Genus pooled fund components. He also serves as the Deputy Compliance Officer, Privacy Officer, and Internal Auditor. Steve joined Genus in 2001 and has been a partner since 2007. He was born in Vancouver, and graduated from the University of British Columbia in 2001 with a Bachelor of Commerce. Steve obtained his Certified General Accountant (CGA) designation in 2007.
Direct: 604 605 4626