Univeris Corporation

Univeris Corporation

About the Univeris Corporation Group

Univeris, headquartered in Toronto, Canada, is a privately held company and is the leader in enterprise wealth management for the Canadian market. Founded in 1991 by... more »
Univeris, headquartered in Toronto, Canada, is a privately held company and is the leader in enterprise wealth management for the Canadian market. Founded in 1991 by Carmine Tullio, president and chief executive officer, Univeris has over 80 staff and 20 leading financial services clients representing over 17,000 financial advisors licensed on the EWMS platform. It offers the most comprehensive enterprise wealth management platform with fully integrated manufacturing, product distribution, plan administration, compliance, channel management and front office for financial advisors in the credit union, banking, insurance and investment dealer sectors. « less

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Maggy D.

Maggy

In one word tell me what Compliance means to you.

To me it means:
Compliance = Profitablity!
Now before everyone jumps on me for that word. Think about it - if you have great ...

posted 8 months ago

Shashwat S. 7 months ago • Edit • Shashwat likes this. »
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Alan T.

Alan

Webinar: Moving Investors Online: Best Practices To Building Your E-Delivery Service (REGISTER NOW!)

Univeris WebCONNECT Webinar
Date: September 20, 2011
Time: 11:00AM – 12:00PM [Eastern Time]
Best Practices To Building Your ...

posted 8 months ago

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Alan T.

Alan

Come join us at Federation of Mutual Fund Dealers Event

The Federation’s 4th Annual Education Day is September 21st. This is an incredible event and it is FREE to Federation ...

posted 8 months ago

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Maggy D.

Maggy

CAILBA delivers compliance toolbox to it's members

The toolbox is the first part of a four-phase plan to give members access to compliance and due diligence policies, procedures and ...

Compliance for any managing general agency (MGA) is a huge, multi-faceted task with so many distinct parts it can be difficult to know where to start. The Canadian Association of Life Independent Brokerage Agencies (CAILBA) has...

posted 8 months ago

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About this Group

  • Created: September 8, 2011
  • Type: Professional Group
  • Members: 17
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