Our Clients

Univeris is the leader in enterprise wealth management systems for the Canadian financial services marketplace. Today, there are over 20 financial firms using the Univeris EWMS platform, representing over 17,000 Canadian financial advisors.

At Univeris, our success begins with our clients. With a dedicated team of industry and product experts, Univeris works with all clients to deliver world-class enterprise wealth management systems with total commitment to partnership, client service and project success.

The following is a list of our current clients:

• Assante Wealth Management
• Credential Asset Management
• Desjardins Financial Security Investments Inc.
• FundEX Investments
• Hub Capital Inc.
• ING Direct Funds Ltd.
• Investia Financial Services
• MGI Financial Inc.
• Partners In Planning Financial Services
• PEAK Investment Services Inc.
• Professional Investment Services (Canada)
• Qtrade Asset Management
• Quadrus Investment Services Ltd.
• Scotiabank
• Sun Life Financial
• Ten Star Financial Services
• Transamerica Dealer Services
• Worldsource Financial Management