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A modern approach to workplace retirement

Common Wealth is on a mission to help Canadians retire with greater financial security. Our low-fee digital retirement platform offers an easy and affordable solution for all companies, including underserved small and medium-sized organizations. Use the sales and marketing assets below or contact us for help with introducing Common Wealth to your clients, new opportunities or members who are terminating from their high-fee workplace plan.

EMPLOYER BENEFITS

  • RRSP, TFSA, DPSP and RRIF accounts all in one plan
  • Plans can be up and running in a few weeks
  • No investment knowledge required by employer
  • Digital setup and member enrollment
  • Employer dashboard to add/remove employees
  • Payroll integration for minimal maintenance
  • Exceptional service with guided enrollments and employee education

MEMBER BENEFITS

  • Low member fees for life (~1.25%)
  • Built-in planning suggests retirement income, government benefits and how much to save
  • Intelligent investing program with BlackRock┬« TDFs
  • Guaranteed lifetime income (annuity) inside the plan
  • Digital contributions and transfers
  • In-app suggestions for tax and government benefit optimization

Client Sales Process

If you’re ready to set up a plan for your client, please fill in the form below.

Prospecting & Renewal Campaigns

With a competitive talent market, many companies are looking at group retirement plans as a way to recruit and retain employees. Use the brochure, email scripts and slides below to start a conversation about retirement benefits with your clients.

Continuing Plan Campaign

Here are some tools you can use to introduce Common Wealth to members leaving a workplace plan.

Group Courses

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