Our Capabilities

We provide integrated advice to improve the performance of leading pension institutions

Strategy

  • Help support strategic planning processes within pension organizations, working with management teams and boards.
  • Work with plan sponsors, including unions and associations, to better meet the retirement security needs of their constituencies.
  • Offer advice and implementation plans for the set-up or reform of pension institutions, integrating governance, investments, administration, and plan design.
  • Work across sectors to find opportunities to improve retirement systems and markets.
//commonwealth.beta-site.ca/wp-content/uploads/2017/04/iStock-501836407-Converted.png
//commonwealth.beta-site.ca/wp-content/uploads/2017/04/iStock-519765301-Converted.png

Governance

  • Design and evaluate governance models for your pension organization.
  • Run education sessions, training, and facilitated sessions with pension boards of directors/trustees.

Regulatory and Public Policy

  • Help pension organizations and stakeholders navigate and increasingly complex public policy and regulatory environment.
  • Design regulatory and public policy functions for leading pension plans, helped pension stakeholders develop regulatory and public policy solutions, and partnered with pension organizations to produce top quality research and thought leadership on pension-related issues
  • Helped pension stakeholders develop regulatory and public policy, and partnered with pension organizations to produce top quality research and thought leadership on pension-related issues
//commonwealth.beta-site.ca/wp-content/uploads/2017/04/iStock-532486263-Converted-2.png
//commonwealth.beta-site.ca/wp-content/uploads/2017/04/iStock-528588217-Converted.png

International advisory

  • Building on our work with the World Bank and some of Canada’s leading pension funds, we can assemble customized teams of experienced pension professionals, experts, and operators to assist pension stakeholders in emerging economies – including governments, pension plans, and Social Security administrators – to improve the performance of their pension institutions and retirement systems.

Product development, growth, and innovation

  • Help pension organizations and stakeholders to explore and create new pension products or plan designs.
  • Assist in exploring and executing against growth opportunities for pension plans, including assisting with plan mergers and asset pooling.
//commonwealth.beta-site.ca/wp-content/uploads/2017/04/iStock-477304934-Converted-2.png
//www.cwretirement.com/wp-content/uploads/2017/12/World_Bank_Group_logo.png

The Evolution of the Canadian Pension Model

Prepared by Common Wealth, the World Bank report offers practical lessons for building world-class pension organizations
//www.cwretirement.com/wp-content/uploads/2017/12/aimco-e1512517904221.png
//www.cwretirement.com/wp-content/uploads/2017/12/cdpq.png
//www.cwretirement.com/wp-content/uploads/2017/12/hoopp-e1512518435308.png
//www.cwretirement.com/wp-content/uploads/2017/12/optrust-e1512518834770.jpg
//www.cwretirement.com/wp-content/uploads/2017/04/ontario.png

I want to acknowledge Alex Mazer and Jonathan Weisstub of Common Wealth and Mahmood Nanji, Associate Deputy Minister at the Ontario Ministry of Finance, for developing the concept and bringing together a great group to contribute to the report. They have done an outstanding job showcasing the journey that funds have been on in the past 30 years.

Joaquim Levy
Joaquim Levy Managing Director and Chief Financial Officer World Bank Group

Canada's pension plans are world leaders in ensuring strong retirement security, and Ontario's pension plans are at the forefront of this evolution. It is no mistake that the World Bank has recognized the strength of our framework, identifying our plans as models for global retirement security.

Charles Sousa
Charles Sousa Minister of Finance Ontario Ministry of Finance

We provide integrated advice to improve the performance of pension institutions.

Our team has worked with leading pension plans, labour unions, pension asset managers, governments, and international financial institutions.

Common Wealth has served pension funds with collective assets under management exceeding $800 billion. We have deep expertise in the “Canadian model” of pension institution and how to apply the lessons from that model to other markets, retirement plans, and pension institutions.

We bring a cross-disciplinary, integrated perspective to pension problems and are able to work with – and build consensus among – a wide range of relevant retirement stakeholders.

Organizations we have worked with

//commonwealth.beta-site.ca/wp-content/uploads/2017/04/aimco.png
//commonwealth.beta-site.ca/wp-content/uploads/2017/04/caisse.png
//commonwealth.beta-site.ca/wp-content/uploads/2017/04/hoopp-1.png
//commonwealth.beta-site.ca/wp-content/uploads/2017/04/ontario.png
//commonwealth.beta-site.ca/wp-content/uploads/2017/04/optrust-1.png
//commonwealth.beta-site.ca/wp-content/uploads/2017/04/seiuhealthcare.png
//commonwealth.beta-site.ca/wp-content/uploads/2017/04/worldbank-1.png

Contact us to get started

Let us know how we can help you