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Because your satisfaction and that of your clients are our top priorities, we constantly strive to provide you with personalized expert advice to support your business development efforts so that you can meet the needs and concerns of your clients. Moreover, we continue to be innovative in order to provide you with the service and the best possible investment solutions.
The Meritage Portfolios® are both unique and innovative. They are composed entirely of third-party funds, ensuring complete objectivity, and are managed by seasoned experts with complementary management styles. The funds are rigorously selected from among the top funds in the industry and grouped to offer you the best possible all-in-one solutions. The fund-of-funds wrap structure ensures the best blend of the best funds. Take advantage of these solutions today!
Quarterly, Spring 2014
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July 22, 2014
RBC Global Asset Management announces changes to the PH&N Overseas Equity Fund
June 13, 2014
TD Asset Management announces the retirement of Satish Rai
November 26, 2013
TD Canadian Bond & TD Real Return Bond Funds – Change to the management team.
April 28, 2014
National Bank Securities announces the replacement of the Dynamic American Value Fund in the Meritage American Equity Portfolio
January 7, 2014
National Bank Securities announces changes to the Fixed Income component of the Meritage Portfolios®
November 4, 2013
National Bank Securities announces the addition of a new portfolio to the Meritage Portfolios® line-up.