RETIREMENT INNOVATION
See what benefits advisors are saying about us
A low-fee digital retirement platform that helps you grow your business, while driving better financial outcomes for your clients
Taking employee benefits to the next level with
Jack Larmond, President JWL Benefits
Advisor webinars
The easiest way to grow your retirement benefits business
Tues, Sept 13th @1pm Eastern
There is a huge opportunity in Canada for advisors who offer retirement benefits. We’ll share what’s driving the need for workplace plans and how our low-fee plan for life helps you expand your business and continue to serve clients after they leave their employer.
How to accelerate your group retirement revenue
Tues, Oct 4th @1pm Eastern
Group retirement is one of the fastest-growing areas of the employee benefits market. See how our turnkey sales approach helps you engage clients, drive adoption, and achieve exceptional employee participation.
The retirement benefits opportunity
11 million Canadians are employed by small and medium-sized companies, yet the majority of them don’t have access to a workplace retirement plan.
Grow your business
A paperless plan that creates huge value for your clients – and low effort for you.
Expert service & support
Our team of retirement specialists will help you sell, educate and support your clients.
Retirement resources
Get helpful insights on the group retirement industry, and tips for engaging your clients.
Keep earning commission
Earn repeatable, compounding revenue and continue to serve your rollover clients.
Get started with Common Wealth
Connect with our team to learn more about our plans, get a demo of our platform, and to join our network of advisors.
MODERN PLANS
Workplace and personal plans
Common Wealth offers RRSP, TFSA, DPSP and RRIF accounts in a single plan – with support for continuing members and rollover clients.
We've made retirement benefits easy for clients
Smart investing
A streamlined, pre-selected investment program of target date funds from BlackRock
Low fees for life
Low fees over time can result in significantly more retirement savings for members
Digital platform
A fully digital, self-serve platform for members and sponsors for rapid, easy setup and administration
Turnkey onboarding
Flexible engagement model – participate in any (or all) client onboarding and education touchpoints
Guaranteed income for life
Members can convert part of their RRSP savings into annuities to protect against the risk of outliving their money
Built-in planning
The only plan that suggests how much to save, monthly retirement income, and estimated government benefits
Learn more about offering
Common Wealth to your clients
Why members love us
Plan
Find out how much you need to save for retirement and how much you can expect from government benefits.
Save
Find out where to save – RRSP or TFSA – so you can minimize your taxes and maximize your benefits.
Grow
Get matched to an appropriate investment portfolio to grow your money for retirement.
ADVISOR SERVICES
Join our Advisor Portal
Get access to CE accredited courses, brochures, videos, presentations, testimonials, scripts, pricing, investment info and more to help you introduce Common Wealth to your clients.
