Genus Partner Program
Adding Value for Your Clients and Profit for Your Firm
The Genus Partner Program is designed for credit unions, accounting, planning and insurance firms, investment advisors, and multi-family offices wishing to provide their clients with access to expert investment counsel.
Adding More Value in a Profitable Way
The Genus Partner Program adds a sound private investment counsel option to your firm’s current service offerings. Research shows that the more services you offer, the better able you are to retain clients.
When you partner with Genus you can be assured that your clients will get top-notch solutions that fit their specific and evolving needs.
Our Partner Program and proven business model will enable you to deliver added value to your clients in a profitable manner while increasing your revenues.
Who is it Designed For?
The Genus Partner Program is designed for credit unions, accounting, planning and insurance firms, investment advisors, and multi-family offices wishing to provide their clients with access to expert investment counsel.
In terms of working together, a simple introduction is all that’s required. We’ll do all the rest on your behalf.
Why Does This Make Sense?
Genus is a recognized leader in providing investment counsel and services in the BC marketplace.
Our Partner Program provides an opportunity to establish a partnership with us and offer our additional services to your clients. In addition to significantly increasing your revenues, the Partner Program may also offer the potential for substantial tax benefits.
Flexible & Competitive Pricing
Fees are based on the services your institution wishes to combine with our private investment services. Our pricing structure gives you the flexibility to set fees for individual clients.
We'd be Delighted to Tell You More
To find out more about the Genus Partner Program, call JP Harrison (Partner & President) at 604.605.4631 or email jharrison@genuscap.com.
To request a Genus Partner Program brochure, email info@genuscap.com.
