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, 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.

0.5 credits
CW CAP Guidline Recommendations

Aligning to new CAP guideline recommendations

0.5 credits
CW 101

CW 101: Expanding the retirement benefits opportunity through innovation

0.75 credits
CW 102

CW 102: Selling and supporting group retirement plans

What you’ll get

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