Let's work together

Partner with us

Common Wealth is leveling up the retirement experience through innovation and key partnerships

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Innovative partnerships offer many advantages

We’re obsessed with helping Canadians achieve financial security. That’s why we’re building long-term partnerships with industry leaders who prioritize client success. Together, we believe we can create a truly innovative retirement experience.

Why benefits advisors are choosing Common Wealth

From our award-winning retirement platform with low fees to our human-touch service model, we’re making it faster and easier for advisors to support their clients and grow their business. 

Offer a modern retirement plan

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.

Associations and Unions

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

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.


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Ontario Society of Professional Engineers
BC Dental Association
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Retirement plan review

4 in 10 Canadians have no retirement savings

HOOPP – Healthcare of Ontario Pension Plan
Canadian Retirement Survey

Service delivery

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

BlackRock LifePath


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.

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