There’s a growing demand for inclusive, values-aligned investing options, especially in workplace retirement plans. With nearly 5% of Canadians identifying as Muslim, according to Statistics Canada, and many seeking shariah-compliant solutions, advisors have a powerful opportunity to expand their group retirement services (GRS) practice while helping more Canadians save for retirement in a way that aligns with their beliefs.
To support this need, Common Wealth has added the Mackenzie Shariah Global Equity Fund to our platform, offering advisors a new way to serve clients, strengthen relationships, and differentiate their offering.
To introduce this important addition, Alex Mazer, Co-Founder and CEO of Common Wealth, hosted a webinar featuring industry leaders including Ajdin Dautović, Group Retirement Consultant at HUB International; Greg Hourigan, Vice President, Head of Canadian Institutional Investments at Mackenzie Investments; and Noubahar Hasnain, Sales Manager, Western Canada at Common Wealth.
The panel highlighted three key takeaways for advisors looking to expand their GRS practice:
- Support a fast-growing segment of Canada’s workforce through inclusive plan options
- Fill a gap in most group retirement offerings with a shariah-compliant investment option
- Strengthen client relationships and win new business with a more values-aligned approach
If you missed it or want to revisit any of the insights, you can watch the recording below!
Webinar Summary
Serve a Growing, Underserved Market
- Respond to Growing-Demand: Nearly 5% of Canadians identify as Muslim, yet faith-aligned investment options remain rare in group retirement plans. A shariah-compliant fund helps address this growing demand.
- Stand Out in the Market: Differentiate your offering and show clients you’re ready to support diverse employee populations with inclusive solutions.
Increase Plan Engagement and Outcomes
- Boost Participation: This fund opens the door for employees who may not have engaged with their plan due to a lack of values-aligned options.
- CAP-Aligned, Outcome-Focused: Support your clients in strengthening governance and plan inclusivity, while reinforcing your value as a strategic advisor.
Expand Your Role as a Trusted Partner
- Simple Rollout:The fund can currently be added for existing clients and will be included in all new proposals.
- Advisor Support: You’ll have access to co-branded brochures, email templates, and educational materials to make rollout seamless.
Next Steps
The Mackenzie Shariah Global Equity Fund offers a unique opportunity for advisors to grow their GRS business by delivering a solution that reflects the values of an underserved and growing segment of the workforce.
To help you introduce this new option, we’ve prepared ready-to-use client-facing materials, including a brochure and email templates you can start using right away.
Here’s a quick preview:
Book a call with our team for a personalized walkthrough, customized materials, and helpful recommendations on how to bring this solution to your clients and members.
