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Meritage Portfolios® 

The best blend of the best funds

Meritage Portfolios® are made up of flexible, competitive funds that adapt to your needs and to market fluctuations. Meritage Portfolios® are founded on the expertise of proven portfolio managers drawing on a legacy of sustained long-term performance. Find out which Meritage Portfolio® is right for you.

Discover the benefits of the Meritage Portfolios®

Third-Party Mutual Funds

Exceptional portfolio managers firms

Learn more

Exclusive selection process

The Select Rating System®

Learn more

Investor Profiles

Whether you are a conservative investor or have a high risk tolerance, we have the right fund for your profile.

Learn more

Range of Portfolios

Our range of equity, investment and income portfolios are sure to meet your needs.

Learn more

Optimal Diversification

Our portfolios are made up of a carefully selected combination of funds, and can be quickly rebalanced in response to changes in the market.

Learn more

Portfolio Managers

We want the best, so we do business with the best!

Learn more

Auto-Rebalancing

Meritage Portfolios® are rebalanced on an ongoing basis to fit the initial selection and prevent overexposure in any specific asset category.

Learn more

Tax-Efficient Distribution

Certain Meritage Portfolios® are also offered as income portfolios

Learn more

External Monitoring and Due Diligence Process

Due diligence and final selection processes validated by Aon Hewitt.

Learn more

Corporate Class Portfolios

Our corporate class portfolios can help you develop a tax-efficient strategy.

Learn more

Discover the benefits of the Meritage Portfolios®

Third-Party Mutual Funds

Exceptional portfolio managers firms

Learn more

Exclusive selection process

The Select Rating System®

Learn more

Investor Profiles

Whether you are a conservative investor or have a high risk tolerance, we have the right fund for your profile.

Learn more

Range of Portfolios

Our range of equity, investment and income portfolios are sure to meet your needs.

Learn more

Optimal Diversification

Our portfolios are made up of a carefully selected combination of funds, and can be quickly rebalanced in response to changes in the market.

Learn more

Portfolio Managers

We want the best, so we do business with the best!

Learn more

Auto-Rebalancing

Meritage Portfolios® are rebalanced on an ongoing basis to fit the initial selection and prevent overexposure in any specific asset category.

Learn more

Tax-Efficient Distribution

Certain Meritage Portfolios® are also offered as income portfolios

Learn more

External Monitoring and Due Diligence Process

Due diligence and final selection processes validated by Aon Hewitt.

Learn more

Corporate Class Portfolios

Our corporate class portfolios can help you develop a tax-efficient strategy.

Learn more
  • Investor profile

    A questionnaire to know the right investment solutions for your investor profile.

    Determine your profile

  • Documentation

    This section contains the Meritage Portfolios® performance, general information (brochure, summary table, etc...), economic outlook and regulatory documents.

    See all the documents

  • Stay tuned!

    New Portfolios, modifications to an existing Portfolios, you will find all the latest news here.

    See all the news

Meritage Portfolios are only available from your financial advisor or your discount broker.