INNOVATIVE PLATFORM
Canada's only digital-first group retirement platform
Experience our award-winning technology combined with a dedicated team of retirement professionals.
A group retirement experience like no other
Members
We’ve built a single user-friendly platform that integrates planning, saving, investing, annuities, and access to expert support to help members maximize their financial outcomes into retirement.
Employers
Our platform transforms plan setup and administration into a fully digital experience, paired with comprehensive services focused on education and support to enhance employers’ business outcomes.
Advisors
In addition to a full-service, turnkey onboarding process, Common Wealth offers advisors a business-oriented client reporting experience so they can identify areas for growth and make better business decisions.
Supported by world-class investment managers
TECHNOLOGY
A holistic view of retirement savings
Putting members at the centre of a seamlessly integrated retirement experience
By combining a variety of account types into one integrated retirement experience, each member’s plan is optimized for tax and government benefits, providing a clear view of retirement readiness and helping to maximize their retirement income.
SERVICE
Deep expertise for better outcomes
Our team of retirement professionals brings a human-centric approach to customer service
Preparing for retirement can be complex. Leveraging over 250 years of combined industry experience, our team simplifies this process to achieve exceptional outcomes for our members and employers through personalized consultations, compliance support, and a meticulous approach to every detail of retirement planning.
Investments
We partner with world-class asset managers
Our philosophy is to partner with the best to offer a streamlined approach to investing with the goal of maximizing members’ financial outcomes.
Our innovative platform accommodates a range of investment solutions and annuities overseen by an experienced Investment Advisory Committee.
“Common Wealth is built off the most modern systems, providing an efficiency in the back end to deliver an experience on the human level that is second to none.”
VP of Workplace Solutions
“The design and the simplicity around how you can save for the future was something that was very differentiated.”
Director of People Operations
“I would say that Common Wealth technology is unparalleled in the marketplace. Most importantly, it’s very user-friendly.”
Partner
“Any questions that our employees had were immediately responded to by the Common Wealth team. It was seamless.”
VP of People Operations
“The support and the service that we get when we have a plan that’s at Common Wealth, it’s just amazing.”
Senior Group Retirement Consultant
“Working with a program that has strong ties with BlackRock, being a global leader in what they do, really gave us a lot of security.”
Director of People & Culture
“Just keeping it simple for employees really avoids the indecision and complexity created by too many investment options to pick from.”
Partner
“What I love about Common Wealth is the customer service… just great people behind a really great platform.”
Operations Manager
“Common Wealth brings customer service to advisors at the same level and care we adhere to – by your side supporting you.”
Vice President
The Common Wealth Difference
Common Wealth has built a market-leading platform that offers a unique technology and service model, delivering exceptional outcomes for employers and members.
Award-winning technology
- Seamless experience for members, employers and advisors
- Global recognition and awards for Plan Design and Retirement Innovation
Core recordkeeping & transaction processing
- Adjustable fees and versatile payroll matching options
- Robust ledger system capable of handling multiple account types
- Integrations with trustee, investment provider, annuities provider, payroll provider
Latest security tools & infrastructure
- Built on a modern and scalable cloud platform
- SOC 2 Type II compliant
We're listening to you to drive continuous improvement
We are continually enhancing our retirement solution and service model based on input from our customers, employers, and advisor partners.
- Quarterly feedback sessions with partners
- Prototype and user testing groups
- Customer surveys at every interaction
Leverage our retirement technology
We’ve built a market-leading retirement platform, so you don’t have to. Learn more about our Platform as a Service (PaaS) offering for larger sponsors and partners.
