Rachael Lees




Manager, Communications & ESG

Professional Certifications

CFA® charterholder

Investment Experience

twelve Years

Joined QV Date

2016

Education

BComm, University of Alberta

“It’s very rewarding to share with stakeholders the valuable work our teams do every day.”




BIOGRAPHY

Rachael oversees marketing & communications initiatives and the advancement of QV’s ESG activities. She enjoys working closely with the investment and operations teams to ensure quality communications are delivered to QV’s stakeholders.

Rachael has overseen the advancement of QV’s ESG activities since 2017. During this time, she has implemented firm-wide policies and overseen the development of our proprietary ESG scorecard. She also leads the firm’s proxy voting activities, working closely with each investment team on voting recommendations and collaborating with industry leaders. More broadly, she serves as a resource to the Investment Committee on ESG topics and best practices.

Rachael has earned the CFA Institute Certificate in ESG Investing and has completed courses through the PRI Academy, including Foundations in Responsible Investment and Advanced Responsible Investment Analysis. Prior to joining QV, Rachael worked as an investment analyst for an Edmonton-based firm.

Outside of work, Rachael enjoys being active with her daughter and husband. They have two cats and two retired sled dogs.

Rachael 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
Canada

403.265.7007