Financial Wellness Benefit Plans

Attract, Retain, and Reward Valued Employees

CANADA’S FIRST CLOUD BASED SOLUTION FOR THE ADMINISTRATION, EXECUTION AND REPORTING OF:

  • Defined Contribution Pension Plans (DCPP)
  • Multi Employer Pension Plans
  • Group Retirement Savings Plans (Group RRSP)
  • Group Tax Free Savings Accounts (Group TFSA)
  • Employee Share Purchase Plans (ESPP)
  • Employee Stock Option Plans

Workplace savings plans are meant to attract, retain, and reward valued employees. At Link, this means providing employers an administration platform that exceeds their employees' expectation for service, performance, and education.

Link for Employers

Link has developed software for the cost-effective management and reporting of financial wellness benefit plans. We have created a single source solution for third-party group plan administration:

  • Member enrollment
  • Member communication and education
  • Record keeping
  • Reporting

Link for Employees

Straightforward processes designed to engage employees and increase their understanding of the benefits of their plan.

  • Orientation and information sessions
  • Open access for member enquiries
  • Fee transparency
  • Tailored portfolios

Your Solutions Provider

Financial wellness programs that fit your business
Link employs technology, new products, and client service models to provide employers the solutions they need to effectively manage their employee financial wellness program. And provide employees an enhanced experience with their plan.

Latest Insights

Get all the latest news and blog updates of Link Plan Management
26Oct
Link Announces $2.5 Million Investment by Canaccord Genuity

CALGARY, October 21, 2021 — Link Investment Management Inc. (“Link”) is pleased to announce a $2.5M (CAD) strategic investment (the “Investment”) from Canaccord Genuity Group Inc. (“Canaccord Genuity”).…Read More

21Sep
Spotlight on suitability: The personalized benefits of a…

Link’s plan portfolios are tailored to the individual—and can help put retirement worries to rest Shopping for clothes? Some of us can buy off the rack, and some…Read More

24Aug
Responsibility plus returns: Why Link is sold on…

Partnership with Purpose Investments brings resilient model to our workplace savings solutions With the right guidance, responsibility doesn’t need to get in the way of returns. And E-S-G…Read More

What People are saying about Link

See how much people love Link Plan Management

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

Create a culture of caring