Univeris Client Summit 2026
Let's Accelerate, Together!
Date: 19-20 October 2026
Location: Sheraton Centre Toronto
Back by popular demand!
Univeris is relaunching our annual Client Summit this October. Join us for networking, education, and key company and product updates. Our goal is for our clients to leave this conference knowing Univeris has their best interests in mind with a transparent view into our priorities and strategies around some of the most important factors impacting our industry. We’ll have guest speakers and other third parties joining our executive team to provide different perspectives and more value. Plus, it will be a blast!
We will be updating this page as we get closer and closer to October. Please re-check this page for agenda updates and FAQs. For right now, we ask all clients to spread word about the conference to internal staff and executive teams and reserve your spot by submitting a registration form.
Why Should I Attend?
- Industry Education – We’ll be joined by industry experts to discuss the state of Wealth Management and the future of our industry.
- Exclusive Product Updates – Univeris will be providing a trove of product and company updates.
- Networking – Have fun with industry colleagues, Univeris executives, and fellow Wealth Management experts.
Agenda-at-a-Glance
*Subject to change
📅 Day 1 - Monday, October 19, 2026
Arrivals
Welcome Reception
📅 Day 2 - Tuesday, October 20, 2026
Check-in & Breakfast
Opening Remarks
CEO Welcome Address
Keynote Address
Networking Break
Product Innovation Showcase
Product Demonstration
Networking Lunch
GRC Fireside Chat: Governance, Regulation, and Compliance
Executive Panel and Q&A
Closing Remarks
Closing Cocktail Reception
Event FAQs
Do I need to book a hotel room?
If you live in the Greater Toronto area, we do not recommend that you book a hotel room as the conference only consists of one primary day of content and designed with commuting guests in mind. However, if you are flying in for this conference, we do recommend you book a hotel for at least one night with the host venue – The Sheraton Centre Toronto. If you would like to book a hotel room, please email Patrick Turiano at pturiano@univeris.com and he can send you a booking link. All costs associated with hotel accommodations are the responsibility of the attendee.
Is there parking at the hotel?
Yes. The hotel does provide valet parking on a first come first serve basis. If you are planning to drive to the hotel and would prefer to self park, there are a number Parking lots nearby. All costs associated with parking are the responsibility of the attendee.
Should I attend the Welcome Reception on the evening of the 19th?
All attendees are welcome to attend the welcome reception on the 19th. However, we understand that many of our attendees are local, busy, and would prefer to spend more time with their families, so it is competely optional. Please let us know if you are planning to attend when you register.