Build My Own Portfolio opens new revenue opportunities
We’re now making it even easier to move clients to our platform with an expanded fund lineup from from RBC Global Asset Management and a new feature called Build My Own Portfolio.
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An inside look at client data and plan metrics
Research shows that retirement benefits offer a powerful way to help businesses avoid employee turnover costs.
Common Wealth integrates with QuickBooks Payroll
We’re excited to announce that Common Wealth retirement plans now integrate with QuickBooks Online Payroll to automate all plan administration! For small and medium-sized employers who are looking for ways to add value to their employee benefits and stand out in a tight labour market, now is the perfect time to consider a Common Wealth …
Common Wealth integrates with QuickBooks Payroll Read More »
DPSPs are now available in Common Wealth
Help your clients save on taxes and boost employee retention with Common Wealth’s DPSP option. A Deferred Profit Sharing Plan (DPSP) is a workplace savings program that many businesses use for employee incentives, or to help them save for retirement. Our plans now seamlessly integrate RRSP, TFSA, RRIF and DPSP accounts into a single plan, …
