A better retirement plan for clients
We’re elevating the group retirement experience by delivering greater lifetime value, long-term client relationships, and better financial outcomes for everyone. Common Wealth offers a modern cloud-based platform, innovative features, digital administration, superior service, and low fees for all company sizes.
- Low fees for life
- Best in class member experience
- Enroll in about 10 mins
- Personalized retirement planning
- One-click transfers
FEES & INVESTING
- Most competitively priced fees
- Start at 1.15% for Blackrock® Retirement Date funds
- Annuity conversion option for members age 50+
- Dedicated, local support for advisors, sponsors and members
- Rapid response times
- 1:1 member enrollments
- Employee education
- RRSP, TFSA, DPSP and RRIF in one plan
- Digital administration with payroll integration
- Plan setup in as little as 4 weeks
We’re here to add value to your practice with everything from exploring client needs, presenting the platform, preparing proposals, onboarding clients, providing member education, reporting and regular plan reviews.
Use these materials to engage new clients, exiting clients and terminated group plan members.
Fund Fact Sheets
- BlackRock CDN LifePath Retirement Index NI Fund
- BlackRock CDN LifePath 2025 Index NI Fund
- BlackRock CDN LifePath 2030 Index NI Fund
- BlackRock CDN LifePath 2035 Index NI Fund
- BlackRock CDN LifePath 2040 Index NI Fund
- BlackRock CDN LifePath 2045 Index NI Fund
- BlackRock CDN LifePath 2050 Index NI Fund
- BlackRock CDN LifePath 2055 Index NI Fund
- BlackRock CDN LifePath 2060 Index NI Fund
- BlackRock CDN LifePath 2065 Index NI Fund
Proposals and Presentations
Use these materials to support your proposals and presentations.
Request an asset
Let us know if there is an asset you would like us to create, such as a presentation, brochure or video.
Exclusive HUB webinars
Learn how to help employers connect the dots between an equity, diversity, and inclusion (EDI) strategy and a well-designed workplace retirement plan.
Offer clients a way to protect their savings and ensure retirement income for life. This session explores the built-in Guaranteed Lifetime Income solutionfrom Brookfield Annuity that is included in the Common Wealth platform.