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.
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.
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 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 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.