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Our team

Culture and benefits

Independent

Our 100% open architecture structure allows us to work with some of the best portfolio managers from around the world and to provide you with a unique access to their expertise. This structure gives us the agility and independence required to operate in the complex world of investing.

Diligent

To create the Meritage Portfolios, we use a three-stage selection process to identify the best mutual funds and exchange-traded funds (ETFs) on the market for each asset class. Next, an in-depth analysis allows us to determine which funds are complementary in order to create optimal solutions. 

Proactive

In a context where financial markets evolve constantly, a continuous monitoring of all the funds or ETFs that compose Meritage Portfolios is essential. This disciplined approach allows us to be prepared for any eventuality, such as a portfolio manager change.

Selection process

We have selected between 30 and 50 of the best mutual funds and ETFs on the market using our unique fund selection process. This multi-stage, quantitative selection process was developed by a financial engineering team of investment specialists. Updates and follow-ups are carried out periodically to ensure that the funds continuously meet the selection criteria and that the Portfolios remain optimal.

The Select Rating System

 

1. Screening Process

5,000 FUNDS AND 2,000 ETFs


FOCUS ON PROVEN FUNDS
  • Minimum performance history
  • Solid, well-established fund managers
  • 2. Quantitative Analysis

    200 TO 400 FUNDS AND ETFs


    SEEK ADDED VALUE WITH OPTIMAL VOLATILITY
  • Returns by unit of risk analysis
  • Downside risk analysis
  • Value added by portfolio manager performance analysis
  • Style consistency
  • Correlation
  • 3. Final Selection

    20 TO 30 FUNDS AND 10 TO 20 ETFs WORKING TOGETHER TO CREATE THE PERFECT COMBINATION


    MAKE INFORMED CHOICES
  • Investment firm: quality of research, security selection process
  • Manager: experience, philosophy, compensation, succession plan
  • Management style: consistency and complementarity (value, blend, growth)
  • Meritage Portfolios List


    Tactical ETF Portfolios

    Fixed IncomeModerate  |  Balanced  |  Growth | Equity |


    Global Portfolios

    Conservative  |  Moderate  |  Balanced  |  Growth*  |  Dynamic Growth*  |


    Income Portfolios

    Diversified Fixed Income  |  Conservative  |  Moderate  |  Balanced  |  Growth  |  Dynamic Growth  |


    Investment Portfolios

    Conservative  |  Moderate  |  Balanced  |  Growth*  |  Dynamic Growth*  |


    Equity Portfolios

    Canadian*  |   Global*  |  International  |  American  |

    *Also offered in corporate class