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Sue-May Talbot
CIM
Portfolio Manager, Partner
As a portfolio manager, I work with individuals and families to help create impactful portfolios that align with their values while serving their goals, such as saving for the future or making the most out of retirement. My collaborative and solutions-driven approach has helped me to create strong client partnerships.
As Genus’ first hire in 1989, I have extensive experience and knowledge to meet my clients’ needs. I am proud to contribute to an organization that continues to innovate and has become a leader in sustainable investments. My own personal values include honesty, integrity and inclusion.
I am a total gym rat. I believe that exercise is so important for mental and physical health. I look forward every year to our family vacations with my husband and two boys.
Tiffany Lusher
CIM, CFP, MFA-P
Portfolio Manager, Partner
Genus Capital Management
As a Portfolio Manager, I work with individuals and families by creating investment portfolios that align with their long-term goals and values. 20+ years in the Financial Industry have enabled me to have extensive experience with professional individuals who invest through a holding company.
I believe in working closely with my clients to develop an understanding of what they really need and want. Honesty, integrity, learning and empathy are values at the core of my work. I listen.
Outside of work, you will find me exercising, spending quality time with my dog, and travelling with my husband. I am an F1, tennis, and baseball fan.
Rose Shawlee
CPA
Shareholder
Boughton Law Corporation
I run a client focused practice, assisting clients with their personal and business legal planning needs. I've had the privilege to focus my legal practice on wealth preservation and enjoy a collaborative approach that includes all a client's advisors to ensure that the most informed and sound results are achieved.
Nicole Kirubi
CPA, CA
Partner, Incorporated - Assurance and Advisory
Crowe MacKay LLP
Success comes in many forms. I strive to know and understand my client's business and personal needs in order to accomplish their financial goals.
I have worked with a wide range of clients and have knowledge in a variety of industries including technology, forestry, aviation, and professionals.
My client services include assurance work related to financial statement audits and reviews, compliance reporting such as real estate and legal trust audits, and personal and corporate tax advisory services.
I continue to grow my practice and provide individualized client accounting services.
I am passionate about our community and I am grateful for the opportunity I have in leading our Corporate Social Responsibility committee allowing us to continue to connect our team to our community.