Financial Wellness Benefit Plans

Attract, Retain, and Reward Valued Employees


  • Defined Contribution Pension Plans
  • Multi Employer Pension Plans
  • Group Retirement Savings Plans
  • Group Tax Free Savings Accounts
  • Employee Share Purchase Plans (Work In Progress)
  • Employee Stock Option Plans (Work In Progress)

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.

Our Solutions

Help Employers Establish, Manage, and Maintain a Financial Wellness Program

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
Skin in the game: Link’s Deferred Profit Sharing…

Tax-free savings vehicles tie employee interest and performance to corporate goals How do you create an appetite for productivity? Well, a slice of the pie never hurts. Profit…Read More

Lock, stock and barrel: Link’s Employee Share Purchase…

Empower your employees and enjoy the industry’s simplest ESPP commission and fee structure You want your business to succeed. You want your workforce to want your business to…Read More

Link Investment Management: A modern-day Solium story

Link offers a ‘true triple threat’ with innovative workplace equity, savings and health plan management If you keep tabs on equity plan management industry activity, this transaction was…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