FAQs

text image saying Life is More

Make your money last

"Pension-style" investing
We put you and your financial goals at the centre of your investment plan. Our aim is to invest to meet your specific lifestyle needs, whether you are planning for retirement or have already retired. 

two men in suits dit at a table going over a document

To fund your future needs, you need to remain invested over the long term. We have a solution for you to maintain course. Clients are prepared for market volatility with a “pension-style” portfolio that professionally diversifies your investments. Our stewardship assists you to sustain your investment plan through market cycles.   

CommonWealth Team works for you!

416.258.8907
CommonWealth Team

Contact us
Serving Clients

Your Financial Evaluation

Throughout each stage of your investment plan, we look out for your best interests. We perform comprehensive reviews of your current financial situation, including time horizon, tax situation, cash-flow. We outline a plan for you to preserve and grow your wealth. We can incorporate a strategy to help you invest intergenerational or family wealth.

Achieve Your Objectives

Plan Your Financial Journey - Hover/Click Over Boxes Below
  • Fund your particular life goals
    We help you define personal financial goals that are specific, measurable, achievable, realistic, and timely. (SMART)
  • Identify and factor in your margin of safety
    We help you to stress-test your forward-looking assumptions because life is full of surprises.
  • Invest in a diversified pension-style portfolio
    We provide holistic financial advice and a suitable “pension-style” portfolio to fund your needs.  
  • Rebalance within your risk tolerance
    We monitor your portfolio to ensure it remains within your comfort level.
  • Reduce your investment costs
    We analyze products for the best value and reduce fees where possible.
  • Consolidate and simplify your total investments
    We offer a simple solution for responsibly managing your assets.
  • Produce sustainable income from your portfolio
    We seek to lower investment volatility to provide a more stable source of income.
  • Increase your after-tax retirement income
    Wherever it is suitable we employ products that provide tax-advantages.
  • Estate planning strategies
    We integrate your “pension-style” portfolio into your estate plans.
Share This