Terry Parsonage graduated from the University of Manitoba in 1975 with a Bachelor of Commerce (Hons) degree, obtaining his Chartered Accountant designation in 1978 and Chartered Financial Analyst designation in 1996. Prior to joining Great-West Life in 1987 he spent four years as a principal of a small securities firm specializing in tax advantaged investments. He is responsible for the management of the Great-West Life Canadian bond funds with assets in excess of $1 billion.

The Meritas Canadian Bond Fund is managed by Terry Parsonage of GWL Investment Management Ltd., located in Winnipeg, MB. 

GWL Investment Management Ltd. (GWLIM) was incorporated in 1981 as the investment management subsidiary of The Great-West Life Assurance Company (GWL). GWLIM is responsible for the investment management of pooled segregated funds and separately managed portfolios and providing investment counselling services for our clients.

Terry Parsonage graduated from the University of Manitoba in 1975 with a Bachelor of Commerce (Hons) degree, obtaining his Chartered Accountant designation in 1978 and Chartered Financial Analyst designation in 1996. Prior to joining Great-West Life in 1987 he spent four years as a principal of a small securities firm specializing in tax advantaged investments. He is responsible for the management of the Great-West Life Canadian bond funds with assets in excess of $1 billion.

The Meritas Jantzi Social Index® Fund is managed by Manmeet Bhatia of OceanRock Investments Inc. located in Vancouver, British Columbia.

OceanRock Investments Inc. manages investments for the Meritas Mutual Funds family and for large private and institutional clients.  OceanRock's ownership structure has over sixty years experience managing socially responsible portfolios.

Manmeet Bhatia, CFA, LIFA, CIM, CFP, brings 15 years experience in the financial services industry to OceanRock. He is a Portfolio Manager and Chief Investment Officer, responsible for investment strategies and portfolio construction. Prior to joining OceanRock, Manmeet spent over 5 years at Assante Asset Management, most recently as a Director of Product Development for two of Assante’s managed investment solutions with assets exceeding $6 billion. He is a graduate of the I.H. Asper school of Business with a Bachelor of Commerce degree (Hons.) majoring in Finance.

Michael Jantzi, CEO of Sustainalytics, which operates as Jantzi-Sustainalytics in North America, has played a crucial role in the development of the responsible investment market in Canada through the creation of essential environmental, social and governance(ESG) research services. He has been active in the social investment field since 1990. During that time he co-authored authored The 50 Best Ethical Stocks for Canadians: High Value Investing. and has served as director of the Social Investment Organization. He currently sits on the Investment and Finance Committee of the TIDES Canada Foundation, acts as an advisor to the Research Network for Business Sustainability and is a member of the grant review panel at the Rotman School of Management.

The Meritas Monthly Dividend and Income Fund is managed by Blain Caverly of Jarislowsky, Fraser Limited from their Toronto, Ontario office.

Jarislowsky, Fraser Limited is a registered investment counseling firm, managing pension funds, pooled funds, endowment funds and, corporate and private portfolios for clients in North America and Europe.

Blaine Caverly has as B.A. from Queen's University.  Blain has been Senior Partner at Jarislowsky, Fraser Limited since 1989, and was formerly with Bank of America, CIBC and SEI Financial Services.

The Meritas U.S. Equity Fund is managed by Mary Jane McQuillen, Scott Glasser and Michael Kagan of Legg Mason Canada Inc. located in Toronto, Ontario.

Legg Mason Canada Inc. (Legg Mason Canada) is an indirect, wholly-owned subsidiary of Legg Mason, a global asset management company headquartered in Baltimore, Maryland. Legg Mason Canada, the portfolio sub-adviser of the Fund, utilizes the services of its US affiliate, ClearBridge in providing investment management services to the Fund. Legg Mason Canada is headquartered in Toronto, Ontario.

ClearBridge is Legg Mason’s largest equity manager with approximately US$58.9 billion in assets under management, as of March 31, 2011. ClearBridge pursues its goals of delivering consistently positive investment performance through a combination of research-driven, fundamental investing and insights from veteran portfolio managers, some of whom have been managing the same portfolios for decades. The firm offers institutional and individual clients a diverse menu of equity-focused strategies across a number of styles, market capitalizations, and personalized client services.

Scott Glasser co-manages the Appreciation, ESG Appreciation, Large Cap Growth, ESG Large Cap Growth and All Cap Growth products. He has 20 years of investment industry experience. He previously served as co-director of research for ClearBridge and co-manager of the Dividend Strategy product.

Prior to joining the firm, Scott was a credit analyst specializing in fixed income investments for Bear Stearns. In 1993, Scott joined the research department of predecessor organization Shearson Lehman Brothers as a consumer analyst and transitioned into a role as a portfolio manager one year later.

Scott graduated from Middlebury College in Vermont where he received his BA in Political Science and Spanish. He earned his MBA in Finance from Pennsylvania State University.

Michael Kagan manages the Large Cap Core and ESG Large Cap Core sector-neutral strategy products and one of ClearBridge’s 130/30 strategies; he also co-manages the Appreciation and ESG Appreciation products. He has 26 years of investment industry experience.

Michael previously was employed as an equity analyst for Zweig Advisors and was portfolio manager of the Fidelity Select Construction and Housing Fund at Fidelity Investments. Michael received his BA in Economics from Harvard College and attended the Massachusetts Institute of Technology Sloan School of Management.

Mary Jane McQuillen is a Portfolio Manager and the Head of the Environmental, Social and Governance (ESG) Investment Program at ClearBridge. Her responsibilities include integrating ESG research into the stock-selection process for institutional and high net worth client portfolios. Mary Jane has been with the ESG program at a predecessor firm since 1996 and has 15 years of investment industry experience.

She received her MBA in Finance from Columbia Business School, where she serves on the Bernstein Center on Leadership & Ethics Board and is a former Co-Chair. She holds a BS in Finance from Fordham University.

The Meritas International Equity Fund is managed by Wendy Trevisani, William Fries, and Lei Wang of Thornburg Investment Managment, Inc., located in Santa Fe, New Mexico.

Thornburg Investment Management, Inc. is an independent money management organization dedicated to providing superior investment management to institutional and private investors.

Bill Fries (CFA) is a managing director and co-portfolio manager of the Thornburg International Value Fund and the Thornburg Value Fund. Bill joined Thornburg in 1995 as managing director and founding portfolio manager of the Thornburg Value Fund. In 1998, he also founded the Thornburg International Value Fund. For his work with this fund, he was named Morningstar’s International Fund Manager of the Year for 2003. Bill was also recognized with the Excellence in Fund Management Award by Business Week magazine and Standard & Poor’s in 2004 and 2005 for Thornburg Value Fund and in 2006 for Thornburg International Value Fund. His responsibilities include portfolio management and analysis of companies as well as evaluation of existing positions and overall equity strategy performance.

Bill began his career as a securities analyst and bank investment officer. His 30 plus years of investment management experience includes an extended tenure as vice president of equities at USAA Investment Management Company. Bill is a CFA charterholder.

BA, MA, East China Normal University
MBA, New York University

Lei Wang is a managing director and co-portfolio manager of the Thornburg International Value Fund. His primary responsibilities include portfolio management and analyzing companies. He is also responsible for evaluating existing positions and overall portfolio performance.

Lei Wang joined Thornburg Investment Management in 2004 as an associate portfolio manager and in 2006 was promoted to co-portfolio manager for the International Value Fund and was also named managing director. Prior to joining Thornburg, Lei served as an associate for Deutsche Bank as well as Enso Capital Management. He has also worked as a bank supervision manager at China’s central bank. Lei holds a BA and an MA from East China Normal University and an MBA from New York University. He is a CFA charterholder.

BA, Bucknell University
MBA, Columbia University

Wendy Trevisani is a managing director and co-portfolio manager of the Thornburg International Value Fund. Her responsibilities include portfolio management and analysis of companies as well as evaluation of existing positions and overall equity fund performance.

Wendy joined Thornburg Investment Management as an associate portfolio manager in 1999, and was named managing director in 2003. She was promoted to co-portfolio manager in 2006. Prior to joining Thornburg, Wendy began her investment career as an institutional sales and trading representative for Salomon Smith Barney in both New York City and London. Wendy received an MBA with a concentration in Finance from Columbia University and graduated Cum Laude with a BA degree in International Relations from Bucknell University.

The Meritas Income Portfolio is managed by Manmeet Bhatia of OceanRock Investments Inc. located in Vancouver, British Columbia.

OceanRock Investments Inc. manages investments for the Meritas Mutual Funds family and for large private and institutional clients.  OceanRock's ownership structure has over sixty years experience managing socially responsible portfolios.

Manmeet Bhatia, CFA, LIFA, CIM, CFP, brings 15 years experience in the financial services industry to OceanRock. He is a Portfolio Manager and Chief Investment Officer, responsible for investment strategies and portfolio construction. Prior to joining OceanRock, Manmeet spent over 5 years at Assante Asset Management, most recently as a Director of Product Development for two of Assante’s managed investment solutions with assets exceeding $6 billion. He is a graduate of the I.H. Asper school of Business with a Bachelor of Commerce degree (Hons.) majoring in Finance.

The Meritas Income & Growth Portfolio is managed by Manmeet Bhatia of OceanRock Investments Inc. located in Vancouver, British Columbia.

OceanRock Investments Inc. manages investments for the Meritas Mutual Funds family and for large private and institutional clients.  OceanRock's ownership structure has over sixty years experience managing socially responsible portfolios.

Manmeet Bhatia, CFA, LIFA, CIM, CFP, brings 15 years experience in the financial services industry to OceanRock. He is a Portfolio Manager and Chief Investment Officer, responsible for investment strategies and portfolio construction. Prior to joining OceanRock, Manmeet spent over 5 years at Assante Asset Management, most recently as a Director of Product Development for two of Assante’s managed investment solutions with assets exceeding $6 billion. He is a graduate of the I.H. Asper school of Business with a Bachelor of Commerce degree (Hons.) majoring in Finance.

The Meritas Balanced Portfolio is managed by Manmeet Bhatia of OceanRock Investments Inc. located in Vancouver, British Columbia.

OceanRock Investments Inc. manages investments for the Meritas Mutual Funds family and for large private and institutional clients.  OceanRock's ownership structure has over sixty years experience managing socially responsible portfolios.

Manmeet Bhatia, CFA, LIFA, CIM, CFP, brings 15 years experience in the financial services industry to OceanRock. He is a Portfolio Manager and Chief Investment Officer, responsible for investment strategies and portfolio construction. Prior to joining OceanRock, Manmeet spent over 5 years at Assante Asset Management, most recently as a Director of Product Development for two of Assante’s managed investment solutions with assets exceeding $6 billion. He is a graduate of the I.H. Asper school of Business with a Bachelor of Commerce degree (Hons.) majoring in Finance.

The Meritas Growth & Income Portfolio is managed by Manmeet Bhatia of OceanRock Investments Inc. located in Vancouver, British Columbia.

OceanRock Investments Inc. manages investments for the Meritas Mutual Funds family and for large private and institutional clients.  OceanRock's ownership structure has over sixty years experience managing socially responsible portfolios.

Manmeet Bhatia, CFA, LIFA, CIM, CFP, brings 15 years experience in the financial services industry to OceanRock. He is a Portfolio Manager and Chief Investment Officer, responsible for investment strategies and portfolio construction. Prior to joining OceanRock, Manmeet spent over 5 years at Assante Asset Management, most recently as a Director of Product Development for two of Assante’s managed investment solutions with assets exceeding $6 billion. He is a graduate of the I.H. Asper school of Business with a Bachelor of Commerce degree (Hons.) majoring in Finance.

The Meritas Growth Portfolio is managed by Manmeet Bhatia of OceanRock Investments Inc. located in Vancouver, British Columbia.

OceanRock Investments Inc. manages investments for the Meritas Mutual Funds family and for large private and institutional clients.  OceanRock's ownership structure has over sixty years experience managing socially responsible portfolios.

Manmeet Bhatia, CFA, LIFA, CIM, CFP, brings 15 years experience in the financial services industry to OceanRock. He is a Portfolio Manager and Chief Investment Officer, responsible for investment strategies and portfolio construction. Prior to joining OceanRock, Manmeet spent over 5 years at Assante Asset Management, most recently as a Director of Product Development for two of Assante’s managed investment solutions with assets exceeding $6 billion. He is a graduate of the I.H. Asper school of Business with a Bachelor of Commerce degree (Hons.) majoring in Finance.

The Meritas Maximum Growth Portfolio is managed by Manmeet Bhatia of OceanRock Investments Inc. located in Vancouver, British Columbia.

OceanRock Investments Inc. manages investments for the Meritas Mutual Funds family and for large private and institutional clients.  OceanRock's ownership structure has over sixty years experience managing socially responsible portfolios.

Manmeet Bhatia, CFA, LIFA, CIM, CFP, brings 15 years experience in the financial services industry to OceanRock. He is a Portfolio Manager and Chief Investment Officer, responsible for investment strategies and portfolio construction. Prior to joining OceanRock, Manmeet spent over 5 years at Assante Asset Management, most recently as a Director of Product Development for two of Assante’s managed investment solutions with assets exceeding $6 billion. He is a graduate of the I.H. Asper school of Business with a Bachelor of Commerce degree (Hons.) majoring in Finance.