Linde Equity Investment Counsel offers a transparent and cost-effective investment service to clients seeking independent investment advice. Private client accounts are set up at TD Waterhouse Institutional Services where they are individually advised upon by Linde Equity according to each client's personal return objective and risk tolerance. Clients can be involved in the buy and sell decisions or they can opt for discretionary portfolio management. Clients can log in to view their TD Waterhouse account online at any time.
Linde Equity also communicates regularly with each client to ensure that each understands what stocks they own and why - an essential ingredient for investment success and client peace of mind. Linde Equity Investment Counsel covers Canadian, US and foreign stocks as well as selective income trusts and preferred shares. We aim to fulfill the following desires as if we were a potential client looking for a new investment advisor:
- I want an advisor with a published track record.
- My advisor will have sophisticated knowledge on all types of investments including stocks, bonds, preferred shares and income trusts.
- My advisor will be skilled at researching stocks.
- My advisor will communicate with me on a regular basis.
- I will pay my advisor an advising fee only, not commissions.
- My advisor will be 100% independent, making decisions based solely on investment merit.
Security is another priority of our service. TD Waterhouse Institutional Services is the sole custodian of your assets. We never possess your funds at any time, but merely have trading authority in an account that is entirely in your name. Before we buy or sell a security in your account, we first seek your approval on our recommendation, unless you have chosen our discretionary portfolio management service.
$500,000 per household.
Cash, Margin, RRSP, SRSP, RIFF, LIF, LIRA, RESP, Trust, Estate, Corporate, and IPP
TD Waterhouse Institutional Services
Investment Counsellors provide up-scale professional portfolio management and investment advice to Canadian investors. They are the most qualified category of investment advisors in the industry with professional accreditations that meet the highest academic and experience standards. Unlike most financial planners and brokers, who collect commissions for selling product or executing trades, Investment Counsellors are paid only for their advice. The counsellor's remuneration only increases by growing your portfolio value, keeping your interest and theirs aligned. There is no conflict of interest.
"My advice to investors is to seek out some trusted investment counsellor. The emergence of this new profession of disinterested investment analysts, who have no allegiances and whose job is to judge a security on its merits, is one of the most constructive and healthy developments of the last century."
- Bernard Baruch
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