RETIREMENT INNOVATION
The future of group retirement is here
Join the hundreds of advisors offering unmatched innovation, transparent service, and a digital retirement platform that their clients love!
Our commitment to advisors across Canada
Higher client value
Expect higher client value with a plan that is exceeding industry averages in engagement, leading to greater revenue potential
Retirement planning
Expect integrated retirement planning and the best user experience in the industry
Lowest fees
Expect the lowest fees in the industry for your clients
Efficient onboarding
Expect the most efficient onboarding experience in the industry
Better service
Expect better service for your clients with industry-leading customer satisfaction
Trust
Expect us to work to earn your trust every day
High-value data
Expect access to high-value data that increases member engagement
Innovative features
Expect innovative features released every quarter, driving greater value and client delight
Compliance and reporting
Expect industry-leading compliance and reporting that removes client liability and risk
GROUP RETIREMENT BENEFITS
Accelerate your business
Common Wealth’s modern technology is unlocking greater compounding revenue potential for advisors.
Together, we can deliver the best retirement plan to your clients, and build lasting relationships – which translate to better financial outcomes for everyone.
Trusted by leading advisors
Why employers and 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.
CLIENT INSIGHTS
An advisor experience
tailored to your needs
Our Common Wealth Advisor platform provides real-time insights into your group retirement business, as well as sales and marketing resources.
