Terms of Use

The material on this website has been prepared by Link Investment Management Inc., its affiliates and subsidiaries including Link Plan Management (“LINK”)  and is general background information about LINK’s activities, products and services. This information is given in summary form and does not purport to be complete. Information on this website, including forecast financial information, product development status, and new product offerings, should not be considered as advice or a recommendation to clients and/or investors, or potential clients and/or potential investors in relation to holding, purchasing or selling securities, ETFs or other financial products or instruments. All securities and financial products or instrument transactions involve risks, which include (among others) the risk of adverse or unanticipated market, financial or political developments and risk in international transactions or currency risk.

This website may contain forward looking statements, including statements regarding our intent, belief or current expectations with respect to LINK’s business and operations, market conditions, results of operation and financial condition, capital adequacy, specific provisions and risk management practices. Readers are cautioned not to place undue reliance on these forward-looking statements. LINK does not undertake any obligation to release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside LINK’s control.

By accessing and using this website you agree to the following terms and conditions. If you do not accept these terms and conditions, do not continue accessing or using this website.

Link Investment Management Inc. is referred to on this website and in these notices as “LINK” or “Link Investment Management”.


Email communications over the internet, no matter how protected or encrypted, may not be secure and may not be confidential. LINK is not responsible for any email communication sent by you to LINK or sent by LINK to you from being intercepted, read or distributed to unknown persons. Any confidential information sent by you to LINK is at your own risk. LINK employees do not accept trade instructions via email.

No Advice and No Solicitation

The information provided on this website is for informational purposes only and is not intended to provide specific financial, investment, legal, tax or accounting advice to you and should not be relied upon as such. You should not act on any information found on this website without first consulting an appropriate professional advisor.

The information provided on this website is not a solicitation to buy or sell securities. Any securities or products mentioned on this website may not be legally allowed for sale in all jurisdictions.

U.S. Persons

The information contained in the Web Site and any securities and financial services offered is directed only at persons resident and located in Canada.

Links and Software

Any links provided on this website are for convenience and informational purposes only and are not endorsed, reviewed, approved or controlled by LINK nor is LINK responsible for the content of any such site. Linking to another site is at your own risk. Links to any sites where software may be downloaded are for convenience only and LINK does not assume any responsibility for difficulties in downloading, installing or using any such software. Use of any software downloaded through links on this website are subject to any license agreements applicable to such software.

No Liability

LINK has no liability to users of this site and use of this site is entirely at the risk of the user. LINK is not responsible for any errors that may occur on this site that may in turn cause software or any other problem on the user’s computer or network. LINK is not responsible for any viruses that the user’s computer may become infected with as a result of using this site or downloading any material from this site.


LINK has adopted a Complaint Process with a commitment to engage in and promote honest and ethical conduct and to provide full, fair, complete, accurate, timely and understandable resolutions to client complaints.

In the event you wish to submit a complaint regarding your account with LINK, you are encouraged to put your grievance in writing and submit it to LINK’s Compliance department. All correspondence can be sent via email or letter to:

Link Plan Management Inc.
Attn: Compliance Department
Suite 700, 707 – 7th Avenue SW
Calgary, AB T2P 3H6
Email: compliance@link-plans.com

Upon receipt of the complaint, written acknowledgement of the complaint will be sent to you within five business days. The complaint will then be reviewed and responded to within three months of receipt by LINK. Should further time be required, LINK will provide an explanation, in writing, with an expected timeframe for LINK’s response.

If you are not satisfied with LINK’s decision, you may be eligible for the independent dispute resolution service offered by the Ombudsman for Banking Services and Investments (“OBSI”). This service is available to LINK’s clients. This does not restrict your ability to take a complaint to a dispute resolution service of your own choosing and at your own expense. For more information about OBSI, visit www.obsi.ca.


All material found on, or downloaded from, this website, unless indicated otherwise, is Copyright ©2024 Link Investment Management Inc. All rights reserved.