QV Investors Inc.
Wendy is a co-founder of QV Investors and is the Senior Vice President and Chief Operating Officer. She is responsible for the co-portfolio management of the IA Clarington Canadian Balanced Fund. 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 to 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 CFA Society Calgary.
Wendy is a member of the Calgary Estate Planning Council, and currently serves on the Board as President.QV Investors Inc. Investor Brochure
Funds managedIA Clarington Canadian Balanced Class IA Clarington Canadian Balanced Fund IA Clarington Canadian Balanced GIF
"Our investment objective is to manage risk first and generate acceptable returns second. But this view of investment doesn't work with the passive philosophy, because you get the return and associated risk of the underlying index, no better and no worse."