Mary Lou Louise Miles
Portfolio Manager-Equities at Genus Capital Management, Inc.
Profile
Ms. Mary Lou L.
Miles, CFA, is a Head of Wealth Management, Portfolio Manager & Partner at Genus Capital Management, Inc. She specializes in serving individuals and families with substantial assets by creating customized investment portfolios.
She has been in the investment and banking business since 1976 has held senior positions with the Bank of British Columbia.
Ms. Miles joined the firm from Maxima Investment Management, and has held senior positions with the Bank of British Columbia and HSBC.
She was a a past President of the Canadian Federation of University Women (Richmond), Past Chair of the Richmond Sunrise Rotary Club and Estate Planning Council of Vancouver.
Ms. Miles received her BA in Economics from the University of British Columbia.
She also holds Chartered Financial Analyst designation and the Trust and Estate Practitioners designation.
Mary Lou Louise Miles active positions
| Companies | Position | Start |
|---|---|---|
Genus Capital Management, Inc.
 Genus Capital Management, Inc. Investment ManagersFinance Founded in 1989 by Wayne Wachell and Leslie Cliff, Genus Capital Management, Inc. is a registered investment advisor located in Vancouver, British Columbia with an additional office in Vancouver, British Columbia. The firm manages assets for to individuals, families, foundations, pension funds, governments and First Nations. | Portfolio Manager-Equities | 2003-12-31 |
Former positions of Mary Lou Louise Miles
| Companies | Position | End |
|---|---|---|
| Maxima Investment Management Ltd. | Corporate Officer/Principal | - |
| HSBC BANK CANADA | Corporate Officer/Principal | - |
| Bank of British Columbia | Corporate Officer/Principal | - |
Training of Mary Lou Louise Miles
| University of British Columbia | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Genus Capital Management, Inc.
Genus Capital Management, Inc. Investment ManagersFinance Founded in 1989 by Wayne Wachell and Leslie Cliff, Genus Capital Management, Inc. is a registered investment advisor located in Vancouver, British Columbia with an additional office in Vancouver, British Columbia. The firm manages assets for to individuals, families, foundations, pension funds, governments and First Nations. | Finance |
| Maxima Investment Management Ltd. | Finance |
| Bank of British Columbia | Finance |
HSBC Bank Canada
 HSBC Bank Canada Regional BanksFinance HSBC Bank Canada engages in the provision of banking and financial services. It operates as an international bank in Canada, which offers products and services to targeted segments of the financial services market, through four major customer groups: retail banking and wealth management, commercial banking, global banking and markets, and consumer finance. The firm's services include deposit, treasury, cash management, electronic banking, asset management, term and operating credits, import and export finance, equipment leasing and investment capital financing. Its products include consumer financial services including consumer loans, private-label credit cards, mortgages, auto finance, and credit insurance. The company was founded on July 1, 1981 and is headquartered in Vancouver, Canada. | Finance |
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