Vanessa McNabb
Chief Operating Officer
Professional Certifications
CIM
Investment Experience
twenty-one Years
Joined QV Date
2005
Education
BComm, University of Calgary
“I enjoy transforming challenges into opportunities by optimizing efficiency and fostering a culture of excellence in client service.”
BIOGRAPHY
Vanessa supports the firm’s organizational vitality by helping to navigate the complexities of processes, people and strategy across QV’s talented team. As an investment counsellor, Vanessa’s goal is to bring her clients peace of mind through personalized wealth management strategies that meet their long-term financial goals.
Vanessa enjoys watching her two young children in action during their hockey games and dance recitals. She has two dogs, Simon and Zoey, and a cat named Lucy.
Vanessa is a QV shareholder and also serves as a Director of the firm.
INSIGHTS BY Vanessa McNabb
Optimizing Tax Efficiency
Canadians have more choices than ever to grow their investments in a tax-efficient manner through registered investment vehicles such as RRSP, RESP, RDSP, TFSA, and the more recent FHSA. Unfortunately, for most Canadians, maximizing all options is just not a realistic expectation.
2023 Pooled Fund Realized Distribution Guidance
As we prepare for the new year, tax planning is top of mind. We have outlined important dates and information to help guide you through tax season.
Impacts Of Emotional Time Travel
The concept of emotional time travel is important for investment strategy because we tend to be our own worst enemy when trying to predict the future.