What Our Customers Say

“As we continue our rapid growth trajectory and welcome more advisor teams to the Merit family, our priority is providing them with the absolute best-in-class infrastructure. We aren't just looking for tools; we are looking for a partner that helps us move faster without compromising the personalized experience our advisors and clients deserve. OneVest is that partner, offering the technology designed for the scale we are achieving today and the innovation we need for tomorrow.”

“Delivering a seamless, high-quality experience for advisors and investors is central to our strategy. As we continue to modernize our platforms, data, and service model, we are investing in flexible, scalable technology that enables us to move with greater speed and precision. Our collaboration with OneVest strengthens our ability to reduce complexity, better support advisors, and deliver a more intuitive and connected experience for the clients we serve.”

“Partnering with OneVest strengthens our commitment to meeting the evolving needs of clients in the Canadian market, while empowering more financial advisors and service providers with the technology and intelligence needed to drive better client outcomes.”

“Joining forces with OneVest aligns with our mission to provide advanced technology solutions that drive the future of investing. Together, we are set to push the boundaries of what is possible in the investment realm, offering clients unprecedented access to modern advisor tools, digital investor experiences, enterprise management solutions, and much more, all designed to streamline and enhance their digital experiences.”

“As we continue to evolve, we wanted a partner that understood both the importance of that mission and the unique needs of the families we serve. OneVest has helped us build a stronger foundation for the future, allowing us to enhance the experience for families while remaining focused on what matters most: making it easier for Canadians to plan and save for their children's educational goals.”