What We Do

UniWealth is dedicated to providing innovative solutions not just to manage and preserve our clients’ wealth through a great array of financial products, but also to build and create wealth.

Through UniWealth, both clients and associates learn that it is possible to harness the power of money and be more financially savvy in the process.

What it means to be an UniWealth Associate

When you become an UniWealth Associate, we’re here to help – every step of the way to achieve your business goal - Income, promotions, team building, professionalism, and lifestyle. We will provide you with all the tools you’ll need to succeed.

In UniWealth, you Build a business for yourself, not by yourself.

Why Join UniWealth

  • Under our business model, we offer our advisors two different career paths to become successful in building their own financial sales practices; both of which offer unlimited income potential and flexible hours that support an active personal and work life.
  • We host a comprehensive training program along with a state-of-the-art management system that are tailored towards preparing advisors of all experience levels to learn, succeed, and to become more confident when working with clients.
  • New comers will have the option of learning about the financial industry and the nuances of being a successful advisor while also kick starting their careers by doing joint-field work by approaching clients with the help and support of their mentors.
  • Our financial advisors enjoy an infinite amount of professional growth potential while having the support of our experienced mentors and teams.
  • Leadership and Management opportunities are also available throughout our advisor’s careers. These opportunities are powered by UniWealth’s unique Business Development System to help them to not only be professional Financial Advisors, but also to build professional teams.

Our Training

Our people are our most important training resource. The on-the-job experience and knowledge of our managers and senior advisors enable you to learn from the best. As a newly registered advisor, you’ll be paired with a manager who will work hands-on with you, helping you develop vital skills such as prospecting, networking, and presenting all while learning in the industry.

Our Support

Our business partners and marketing team create customized research reports and presentations for you describing all of our offered products and services. We keep you informed about current market events and best practices and generate a wide variety of materials for clients to help you grow your business.

Our Vision

Our vision is to be one of the leading financial institutions in the marketplace across Canada, through our powerful and unique business model with the TWIN approach business concept.