Personalized investing

Build My Own Portfolio lets members personalize their investment portfolio

Build My Own Portfolio gives members a user-friendly way to allocate their assets in line with the investment risk they wish to take—using a low-cost, diversified, actively managed strategy.

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All
  • All
  • Customer Stories
  • Investing
  • Member Tips
  • News
  • Retirement Insights
  • Workplace Plans
Man thoughtful about his investments

Understanding investment risk

The Build My Own Portfolio feature within your plan includes a tool that measures the risk level associated with the portfolio you have chosen. This …

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Happy worker managing her workplace retirement plan

Arctic Leaf: The easiest (and most fun way) to stand up a retirement plan

“From other platforms that I looked at, Common Wealth was by far the most superior, in my opinion, hands down… It’s very easy to use. …

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2023 FinTech Breakthrough Award winner

Common Wealth wins 2023 FinTech Breakthrough Award for innovation

We’ve done it again! We’re so happy to have been named the winner of the Retirement Management Innovation Award in the 7th annual FinTech Breakthrough …

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Woman analyzing employee turnover cost savings

Comparing the costs of a retirement plan to employee turnover

With employers under pressure to stay on budget and reduce expenses, it may seem counterintuitive to consider adding a group retirement plan …

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working team on cost cutting

The most impactful cost to cut in 2023: Employee turnover

By now, most experts agree that Canada is headed for an economic cooldown in 2023, but it’s likely to be short-lived – and it probably …

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Engaged employees learning about their benefits plan

Pay raise or retirement plan: how to retain staff without breaking the budget

A modest salary increase doesn’t always result in a big impact to take-home pay and may have little impact on retention. A workplace retirement plan …

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