Canada's only digital-first group retirement platform

Experience our award-winning technology combined with a dedicated team of retirement professionals.

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A group retirement experience like no other


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.


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.


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

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Common Wealth plan member dashboard


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.


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. 

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team education
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Common Wealth retirement accounts overview


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.

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.

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Award-winning technology

  • Seamless experience for members, employers and advisors
  • Global recognition and awards for Plan Design and Retirement Innovation
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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
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Latest security tools & infrastructure

  • Built on a modern and scalable cloud platform
  • SOC 2 Type II compliant
SOC2 compliance
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Advisor testimonials

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 
Platform as a Service

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.

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