The recordkeeping platform behind Canada's workplace savings plans.
LINK Investment Management is a Canadian fintech providing the recordkeeping, administration and technology behind group retirement plans.
Empowering partners. Elevating employers. Engaging workforces.
LINK lowers the barrier to entry around administering workplace savings plans, so that our partners can put great retirement solutions in front of more employers, and more employees can build toward a dignified retirement.
Grow your book of business without building a platform
Banks, payroll providers, and benefits advisors use the LINK platform to offer workplace savings under their own brand, colours, and investment shelf. You own the client relationship, while we handle the administration and recordkeeping behind each plan.
- Banks & financial institutions
- Payroll & HR platforms
- Benefits advisors & brokers
Upgrade the plan you already offer
Switch to a group retirement plan with less day-to-day admin, an experience your employees will actually use, and competitive fees through our ETF portfolios. Or introduce a brand-new plan for your team with us.
Savings made simple
Fully digital onboarding gets you set up in minutes. From day one, you're prescribed a suitable portfolio based on your risk profile, with advice from registered advisors available when you need it.
A workplace savings platform, built to institutional standards
LINK pairs registered portfolio management with the security, controls and plan depth that partners and employers expect.
Personalized portfolios
Every member receives a suitable portfolio managed on a discretionary basis.
Registered Portfolio Manager
LINK Plan Management Inc. is our wholly owned subsidiary registered as a portfolio manager in all 10 provinces and 3 territories.
SOC 2 Type II
Enterprise-grade security and compliance infrastructure, with data residency in Canada.
Open-architecture investing
A diversified shelf of ETFs, fixed income, equities and target-date funds, not limited to proprietary products.
Full plan-type suite
RRSP, TFSA, DPSP, DC Pension, all administered on a single platform.
Multi-Employer DC Plan
Sponsor of a Multi-Employer Defined Contribution Plan, offering pooled scale with less overhead.
Ready to talk workplace savings?
Book a demo or get in touch, and we'll help you find the right fit, whether you're a partner or an employer.