Senior Vice-President, COO & CCO

BA (Econ), University of Manitoba

Years Investment Experience:

403.265.7007 x 230

Wendy Booker-Urban's documents

Member Bio

Wendy is a co-founder of QV Investors and is the Senior Vice President, Chief Operating Officer & Chief Compliance Officer. Wendy serves as a Director of the firm. Prior to her role at QV, she worked abroad at Lloyds Bank in London and subsequently joined G.E. Sanders Investment Management in Toronto before locating in Calgary to work for Mawer Investment Management. Wendy holds a BA in Economics from the University of Manitoba.  Wendy has passed the Level 1 exam of the CFA® Program, and is a member of the Calgary CFA society.

Wendy is a member of the Calgary Estate Planning Council, and is a past president.  

Member Documents

Q & A

September 29, 2017

As we end the third quarter of 2017, we thought it would be timely to highlight a few common questions we have been asked over the past few months. Those questions, and our responses, are as follows:

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Striking a Balance

June 16, 2017

In setting our asset mix for our balanced strategies, we consider many different factors that influence our target weights for bonds and equities. We consider the state of the Canadian and global economies, and the policies that may affect their trajectory.

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