Group RRSPs and TFSAs Now Available

Group RRSPs and TFSAs Now Available

Hearing the call from overcharged, underserved corporate clients, we are now offering group RRSPs and TFSAs through Link Investment Management. Link delivers fully digital group plans that reduce costs and save time compared to traditional plans from insurance companies. Based in Calgary, Link handles the administration, portfolio construction and reporting so Leede Jones Gable can provide personal service to plan members and employers.

“We are pleased to be the first investment dealer to offer the Link platform to our clients”, states Jim Dale, CEO of Leede. “Link provides an excellent opportunity for our investment advisors to easily structure group savings plans for corporate clients and their employees. Leveraging Link’s technology allows us to accelerate and enhance our digital strategy. Our industry is evolving and Leede will continue to be a product and service leader.”

“This arrangement is a testament to the value the Link platform brings to the marketplace. We’re thrilled to be working with Leede to implement our suite of employer-sponsored savings and group plans, helping them deliver new corporate solutions to their clients,” said Brian McClennon, Link’s President & CEO. “Link’s fully digital solution makes it simple and efficient for companies to offer and manage group plans for their employees. Leede, through its wealth managers, has access to many businesses that until now, have not had a viable option to help their employees plan for retirement. Link better serves this market with digital onboarding, greater transparency and tailored retirement plans.”

About Our Group RRSPs and TFSAs

  • Group RRSPs and TFSAs – with or without employer matching
  • No cost to employer, no sales charges to employees
  • Easy set-up and payroll integration
  • An individual approach that finds the right asset allocation for each plan member
  • Low-cost ETF portfolios, as little as one-third what insurance company plans charge
  • Digital onboarding and administration
  • Includes personal service from a licenced investment advisor