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.
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.
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.
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
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
A fully digital, self-serve platform for members and sponsors for rapid, easy setup and administration
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
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
Find out how much you need to save for retirement and how much you can expect from government benefits.
Find out where to save – RRSP or TFSA – so you can minimize your taxes and maximize your benefits.
Get matched to an appropriate investment portfolio to grow your money for retirement.
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.