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Our team

Management firms

Our open architecture approach allows us to select world-renowned management firms with diverse and complementary expertise. We are currently working with more than 15 fund managers.

Strategic Portfolios – Underlying Funds

Beutel, Goodman & Company Ltd. 

Beutel, Goodman & Company Ltd. Is a leading value style Canadian investment manager founded in 1967. Majority owned by employees, the company specializes in the management of domestic and global equity, balanced and fixed income mandates for institutional and individual investors.

Black Creek

Black Creek Investment Management Inc. is a portfolio management firm that specializes in global equity. The firm also sub-advises on retail mutual funds offered by CI Financial in Canada.

Capital Group

Capital Group is part of The Capital Group Companies organization, a global investment management firm founded in 1931, which manages stock and bond portfolios for institutional and retail clients around the world.

CI Investments Inc. 

CI Investments Inc. is one of Canada’s largest investments management companies. It offers a broad range of investment products and services, including an industry-leading selection of investment solutions.

Dynamic Funds 

Dynamic Funds is one of Canada's most recognized asset management firms. Dynamic offers a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline.  Advisors seek out Dynamic’s actively managed investment solutions to add value to a wide variety of accounts, including  fee-based, tax-advantaged, and customized high-net-worth programs.

EdgePoint Wealth Management Inc. 

EdgePoint Wealth Management Inc. is the brainchild of a group of investment professionals who share a common set of beliefs. Launched in 2008 and privately owned by employees, this company’s mission is to grow investors’ hard-earned savings.


Epoch Investment Partners manages U.S., non-U.S. and global equity portfolios for institutional and sub-advisory clients worldwide. Epoch has a distinct perspective on the drivers of shareholder return with an investment approach that focuses on the generation and the allocation of free cash flow. Investment decisions are based on the firm’s own fundamental research.

Fidelity Investments Canada ULC 

Fidelity Investments Canada ULC has an investment philosophy focused on four major principles: individual security selection, extensive fundamental research, manager-driven decision making, and an adherence to proven investment disciplines.

Invesco Ltd.

Invesco Ltd. is a leading independent global investment manager, dedicated to helping investors worldwide achieve their financial objectives. Invesco provides a wide range of investment strategies and vehicles to retail, institutional and high-networth clients around the world. Operating in more than 20 countries, the company is listed on the New York Stock Exchange under the symbol IVZ.

Mackenzie Investments 

Mackenzie Investments was founded in 1967, and is a leading investment management firm providing investment advisory and related services.

Manulife Mutual Funds 

Manulife Mutual Funds, a division of Manulife Asset Management Limited, builds on more than 120 years of Manulife Financial’s wealth and investment management expertise in managing approximately $48.4 billion as at July 31, 2016 for Canadian investors, through a diverse portfolio of forward-thinking mutual fund products.

RBC Global Asset Management

RBC Global Asset Management 

The RBC GAM group of companies manage more than $370 billion in assets and have approximately 1,300 employees located across Canada, the United States, Europe and Asia.

TD Asset Management Inc. 

TD Asset Management Inc. is one of Canada’s largest investment management firms. TD Asset Management manages assets on behalf of pension, insurance, institutional and corporate clients, as well as high-net-worth individuals and retail mutual funds.

Tactical Portfolios – Underlying ETFs


iShares is a global leader in ETFs with more than a decade of expertise and commitment to individual and institutional investors of all sizes. With over 700 funds globally across multiple asset classes and strategies and more than US$1 trillion in assets under management, of which over $45 billion is held by Canadians1, iShares helps clients around the world build the core of their portfolios, meet specific investment goals and implement market views. iShares funds are powered by the expert portfolio and risk management of BlackRock, trusted to manage more money than any other investment firm2.



PowerShares provides intelligent index investments that go beyond the typical market-capitalization-weighted indices. The firm offers a diverse suite of smart beta ETFs, some of which were the first of their kind in Canada. In addition, PowerShares Funds offer the benefits of ETFs within a mutual fund structure, providing simple access to index-based strategies.


Since establishing the first index mutual fund for individual investors in 1976, The Vanguard Group, Inc. has become one of the world’s largest investment management companies. Today investors entrust Vanguard with US$3.4 trillion in assets under management, including nearly $500 million in exchange-traded funds. The firm offers more than 300 funds, including 23 ETFs through its Canadian subsidiary, Vanguard Investments Canada. Inc. Vanguard serves more than 20 million investors worldwide3.

Sources: 1 BlackRock as at 12/31/15, includes Canadian domiciled AUM and US-listed AUM held by Canadians; 2 Based on US$4.645 trillion in AUM as of 12/31/15; 3 Vanguard as at 12/31/15.

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