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.
The Common Wealth advantage
We’re obsessed with helping Canadians achieve financial security. That’s why we’re building long-term, aligned partnerships with industry leaders that prioritize customer success. Together, we believe we can create a truly innovative retirement experience.
Common Wealth’s flexible marketing, sales, and service model can be tailored to your organization’s capabilities.
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
Service delivery
We bring industry leaders together to offer a high quality retirement platform.
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.
Guaranteed Lifetime Income
Brookfield Annuity is a life insurance company that underwrites the life annuities in the Guaranteed Lifetime Income component of the plan.
Plan Custodian
& Trustee
Canadian Western Trust provides custodial and administrative solutions to facilitate the payroll deductions and transfer processes in the plan.
4 in 10 Canadians have no retirement savings
HOOPP – Healthcare of Ontario Pension Plan
Canadian Retirement Survey
