Welcome to the Advisor Portal

Get access to helpful retirement benefits resources and learn about Common Wealth’s digital group retirement platform, and start helping your clients today. 

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We're all on a mission

We’re working with advisors across the country to help Canadians gain access to easy and affordable retirement plans. This portal offers product information, retirement education, CLU CE* accredited courses, sales tools and more for advisors we partner with. Here’s a look at some of the courses you’ll have access to.

TDF course

Target date funds: A leading investment strategy for group retirement plans

CW CAP Guidline Recommendations

Aligning to new CAP guideline recommendations

CW 101

CW 101: Expanding the retirement benefits opportunity through innovation

CW 102

CW 102: Selling and supporting group retirement plans

CE Credits are accepted by the Institute for Advanced Financial Education (IAFE) towards the Chartered Life Underwriter (CLU) and Certified Health Insurance Specialists (CHS) designations. They may also cover CE requirements for other licenses such as the LLQP; please check with your provincial licensing body.

What you’ll get

  • Sales tools
  • Client marketing resources
  • Retirement courses
  • Product news & more
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