CALGARY, Alberta (November 6, 2018)—Link Investment Management Inc. (“Link”), which provides innovative workplace financial wellness programs, is pleased to announce that Matco Financial, a Calgary-based independent discretionary investment counsellor and asset management firm, will be offering Link’s workplace savings plans to its client base.
Link offers a fully digital proprietary platform that accentuates simplicity and convenience, with quick and easy online enrolment, in addition to personalized investment portfolios, a comprehensive selection of investment products, and elevated fee transparency.
As an innovator in the workplace financial wellness space, Link removes the burden of administering retirement and savings plans for small to midsize employers—and can instill employees’ confidence in their financial future.
Matco Financial has provided well-diversified investment solutions for both individual investors and organizations since 2006.
“At Matco, we provide our clients with robust and resilient long-term investment returns, without exposure to unnecessary risk,” says Matco Financial’s President and Chief Operating Officer Jason Vincent.
“We like that Link offers best-in-breed technology solutions, and that their agile platform can be configured for multiple risk profile and investment objectives,” adds Mr. Vincent. “Both of these factors align with the Matco Financial investment philosophy.”
Link’s newly unveiled Alberta Link Pension Plan (ALPP) represents a true pension plan for small businesses in Alberta, helping organizations attract, retain and reward top talent while also easing financial stress for employees.
“We look forward to working with Matco Financial and introducing their Group RRSP/TFSA clients to our recordkeeping and administration platform,” says Brian McClennon, President and Chief Executive Officer of Link. “Our efficient technology can easily be leveraged or used by portfolio management firms in delivering their mandates, and we’re excited to see how this relationship evolves.”
About Link Investment Management Inc.
Link Investment Management provides business solutions for workplace savings, equity and health plan administration. From our headquarters in Calgary, the Link team delivers group plan solutions with a goal of providing better retirements for all Canadians. Our innovative, fully digital, software-as-a-service (SaaS) business solutions empowers plan administrators and plan members with simple, affordable and efficient plan management. We work directly with companies of all sizes and through channel partners in creating the best solutions at an affordable price.
Contact: Brian McClennon, President and CEO
About Matco Financial
Since 2006, Matco Financial has provided well-diversified investment solutions for both individual investors and organizations. Matco invests only in companies with strong management teams and consistent execution, and invests for the long term while also looking for tactical opportunities across asset classes.
Contact: JASON N. VINCENT, President & Chief Operating Officer