Link's Portfolio Manager - LPM - A wholly owned subsidiary of Link Investment Management

Helping employees realize their investment objectives and financial goals

Employers confident employees are in good hands

Proprietary Investor Questionnaire (Know Your Client)

Follow-up schedules so no employee goes it alone

Portfolios matched to individual investor profile

Profiles built on time horizon, risk tolerance and investment objectives

Processes to ensure the employee risk profile is properly matched to a risk-appropriate, diversified investment portfolio – specific for them.
Portfolio construction is founded on three core principles:

1. Asset allocation is the primary determinant of long-term performance
2. Fees have a profound effect on the final value of a portfolio
3. Reinvesting dividends significantly enhances long-term returns

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

Create a culture of caring