Corporate class coming to Meritage portfolios

By Staff | February 16, 2011 | Last updated on February 16, 2011
1 min read

Subject to regulatory approval, National Bank Securities will shortly add four new corporate class portfolios to its Meritage Portfolios lineup.

The new portfolios will allow investors to benefit from tax-deferred switching and compound growth in their non-registered accounts.

The Meritage Portfolios invest in third-party funds selected using a quantitative approach known as the Select Rating System. Funds managed by National Bank Securities cannot be included in the portfolios to ensure complete objectivity in the selection process. The fund selection and oversight process is reviewed by Aon Consulting. staff


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