Let's work together

Deliver an award-winning retirement plan

Common Wealth is an innovative, digital retirement savings platform that helps you plan and grow your savings for retirement.

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Group retirement plans for Canadian Employers
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The Common Wealth advantage

We’re obsessed with creating value for our partners. That’s why we’re building long-term, aligned partnerships that prioritize customer success. By leveraging those organizational strengths, we believe we can create a truly unique service experience.

Common Wealth’s flexible marketing, sales, and service model can be tailored to your organization’s capabilities. 

Your organization

Partner with
Common Wealth

We partner with...

Brokers and Advisors

Support your clients with a low-fee, portable retirement platform. We offer revenue-sharing opportunities, a flexible service model, and the opportunity to maintain relationships after plan members leave their employer and enter retirement.

Professional Associations and Unions

Provide your members and their spouses with access to a high-quality retirement plan, retirement education, marketing support, and content tailored to meet the unique needs of your community.

Accountants 

Offer your clients access to our low-fee retirement plan. Our digital platform makes it easy for clients to enroll, and our automated investment and savings features eliminate the need for day-to-day management. Ask us about our revenue-sharing opportunities.

Payroll and HR platforms

The Common Wealth platform can be integrated with a range of payroll systems, saving employers time and administrative costs. We also offer revenue-sharing opportunities and co-marketing options for our technology partners.

PartnersHIP EXAMPLES

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Service delivery

We bring industry leaders together to offer a high quality retirement platform.  

BlackRock LifePath

Investment
Manager

BlackRock is the world’s largest asset manager guiding individuals, financial professionals, and institutions in building better financial futures. Its purpose is to help more and more people experience financial well-being.

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Guaranteed Lifetime Income

Brookfield Annuity is a life insurance company that underwrites the life annuities in the Guaranteed Lifetime Income component of the plan.

Canadian Western Bank Trust Services

Plan Custodian
& Trustee

Canadian Western Trust provides custodial and administrative solutions to facilitate the payroll deductions and transfer processes in the plan.

Retirement plan review

4 in 10 Canadians have no retirement savings

HOOPP – Healthcare of Ontario Pension Plan
Canadian Retirement Survey

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