QUALITY | VALUE
QV INVESTORS
ASSET AND WEALTH MANAGEMENT
Founded on the principles of Quality and Value, our disciplined approach has protected and added value for clients for nearly 30 years.
We provide discretionary asset and wealth management for Canadian institutions and high-net-worth individuals. As whole owners of the business, our team is fully invested in growing clients’ capital while minimizing the risk of loss.
QV POOLED FUNDS
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FEATURED INSIGHTS
What You Need to Know About Tax Planning in 2026
Tax changes in 2026 may appear modest, but understanding updates to income thresholds and registered account limits can support more effective planning.
A Perspective on Performance (and a Musical Dream Foregone)
From a commodity collapse to the internet bubble, Joe's stories from over 25 years in the business feel especially relevant in today’s environment.
2025 Pooled Fund Realized Distribution Guidance
This note provides preliminary guidance on the estimated capital gains to be distributed from our pooled funds at the end of the year.
QUARTERLY REPORT
Q4 2025 Market Letter
In 2025, market dominance moved beyond the US, while Canadian and international equities outperformed, led by financials, industrials and materials.