Value proposition

Canada's first digital retirement plan — so you can save more and retire happy!

Common Wealth Retirement is a fast-growing fintech company that is on a mission to make it possible for every Canadian to achieve a financially secure retirement. The firm provides an efficient, straightforward retirement planning and saving experience powered by a modern online retirement platform for a 21st century workforce. Recognized internationally for its innovation in plan design, Common Wealth Retirement collaborated with SEIU Healthcare to create the first retirement plan in Canada for lower- and moderate-income workers and more recently partnered with the Ontario Medical Association to design the first group retirement income plan in the country focused on the needs of physicians.

Pension vehicle design and implementation, Pension and retirement strategy, Regulatory, Asset pooling and growth, retirement benefits, RRSP, TFSA, and Retirement Optimization