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Downloads

Access these informative tools and support items to gain a better perspective on Meritage Portfolios.

We want you to be totally connected and informed. We're all about communication and ensuring our best practices are dedicated to demonstrating total transparency and objectivity. For more information, select one of the PDFs below. If you don't have Adobe Acrobat, click here to get it

click here

Online tool:
What is your Investor Profile?
This Questionnaire will give you the answer and
help your Advisor determine the Meritage Portfolio
that fits your profile.


Notice to holders of Meritage portfolios:

The notice you received in your account statement as at June 30, 2008 can be found here.

The notice refers to the following account agreements:
Non-registered accounts and Retirement Savings Plans (RSP) agreement
Education Savings Plan (ESP) agreement
Life Income Funds (LIF) and Retirement Income Funds (RIF) agreement

For more information about National Bank, visit www.nbc.ca.


Our publications:

  • Quarterly Newsletter  - Overview of domestic and international economic conditions as they relate to the Meritage Portfolios.
General Product Information
Investor Portfolio Fact Sheets

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