Eligible Employees join the Plan

Joining is easy with Link's online enrolment process

Membership in a workplace retirement or savings plan can go a long way to building a financially secure future. The Link Member Dashboard is accessible anywhere, anytime. Here, members will find the information, tools, and resources they need to stay informed of their plan and manage their assets.

  • 1
    Orientation and information sessions for new members
  • 2
    Open access for member enquiries
    1. Live Chat
    2. Dedicated CSRs
    3. Ready access to Registered Portfolio Manager
    4. Online FAQs and printable member guides
  • 3
    Fee transparency
    1. Fees have a profound effect on the final value of a portfolio
  • 4
    Portfolios matched to the member’s risk profile and investment objectives

What People are saying about Link

I was surprised to learn that the administration and management of the financial wellness benefit plans for small and medium businesses had not yet evolved digitally in Canada. An inefficient industry that lacks transparency and yet has high margins, in my opinion, is not only one ripe for disruption but also presents a tremendous opportunity for a company like Link Investment Management.

- Martin Pelletier, CFA, Co-Founder Trivest Wealth Counsel Ltd.
Financial Wellness Benefit Plans

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