Joe Jugovic

Advising Partner

Professional Certifications

CFA® charterholder

Investment Experience

twenty-seven Years

Joined QV Date



BA (Econ), University of Calgary

“Investment success is not achieved through excessive risk. Dice rolling should be left for Vegas.”


Joe fulfills an important mentorship role in the ongoing development of QV’s investment team. He is also an active member of the Investment Committee.

Joe joined QV in 2000 and was appointed Portfolio Manager of the Canadian small cap strategy shortly thereafter. He later became Portfolio Manager for the global equity strategy while taking on additional responsibility within the firm. Joe served as Chief Executive Officer and Chief Investment Officer of QV for ten years before assuming his current role of Advising Partner.

Joe is a passionate fly fisherman, aquarium enthusiast, and father. Over the years he has volunteered on behalf of local charitable organizations and is proud to support the community he was born and raised in.

Joe is a QV shareholder.

QV Investors is an independent asset and wealth management firm focused on principles of quality and value. As whole owners of the business, our team is fully invested in growing clients’ capital while minimizing the risk of loss.

#1008 222 - 3rd Ave. SW
Calgary, AB, T2P 0B4