Meritas - socially responsible investments

About Meritas

Meritas is devoted solely to creating and marketing socially responsible investments. It does so for individuals under the brand name Meritas Mutual Funds and also has an institutional division for corporations, endowments, foundations, pension plans and other large investors. Committed to all three aspects of socially responsible investing, Meritas uses positive and negative screening guidelines, shareholder activism and community development investments to help investors align their portfolio with their social, ethical, governance and environmental concerns.

Meritas was formed as a joint venture of Mennonite Savings and Credit Union (Ontario) Inc., Mennonite Mutual Aid of Indiana and Mennonite Foundation of Canada located in Winnipeg, Manitoba.  We think that our foundation makes us unique within the investment industry and within the SRI industry.  Many investors and advisors appreciate our unique history and understand from it that we are committed to SRI because we believe in it where they feel other companies who offer SRI products may only do so due to market demand.  We hope that you will come to see and appreciate our passion and vision for the incredible positive outcomes that can be achieved when SRI is pursued from a position of belief and not just a perceived quest to gain market share. 

In 2010, the original owners chose to merge Meritas Financial Inc. into Qtrade Fund Management Inc. to allow Meritas to expand its mission, vision and values further and faster.  Each of the original owners of Meritas remain committed to its future by way of retaining significant ownership in Qtrade.

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