Wendy Booker-Urban
Vice-President, Private Clients & Research Analyst
BA (Econ), University of Manitoba (1989)
Email:
wbooker@qvinvestors.com
Phone:
403.265.7007 x 230
Member Bio
Ms. Booker-Urban is co-founder of QV Investors. She is the lead manager for Private Client Investment Management. She manages the QV Canadian Income Pooled Fund and is responsible for the administration of QV Investors. She serves as a Director of the Executive Committee. Prior to starting QV in November 1996, Ms. Booker-Urban was a Portfolio Management Assistant at Mawer Investment Management. She held similar positions at Lloyds Bank, London and at Graham Sanders Investment Management, Toronto. She holds a BA Economics from the University of Manitoba and has attained Level 1 of her Chartered Financial Analyst designation..
Member Documents
Monthly Update - April 2009
May 8th, 2009
It has been quite the ride for bond investors over the past two years. After enduring the scepticism of many during the equity bull market, bond investing has become the flavour again. Whether from weary investors tired of the volatility in the ...
Monthly Update - October 2008
November 5th, 2008
For equity investors, the months of September and October seemed like an eternity. Losses, year-to-date, were worse than even the "bears," like ourselves, predicted. One must now go back to the early 1970's and, even worse, the 1930's, to compare with other ...
Update on RBC Dexia
September 30th, 2008
To our Valued Clients,
Market volatility and uncertainty over the state of global financial institutions has resulted in many people questioning the solvency of their own financial institutions which hold their assets. As most of you know, RBC Dexia provides custodial, record keeping ...
Monthly Update - August 2008
September 5th, 2008
If you glance at QV's Pooled Fund returns, at the bottom of the next page, you will see the month of August shows a positive glow. Briefly, we were happy.
Monthly Update - January 2008
February 5th, 2008
We present this month's strategy review in a Question and Answer format. We address key questions from our clients on the financial markets and on our investment strategy.
Monthly Update - October 2007
November 5th, 2007
This month's letter is designed to address some of the concerns by our clients regarding the negative rates of returns achieved to date in the Global Equity Fund.
Monthly Update - August 2007
September 7th, 2007
August will be seen as a pivotal month in examining investor psychology and how quickly a change can affect the direction of the equity markets. Our frequent ruminations about the speculation in the equity markets and the riskier environment this presents to ...