Investment Counsel
Linde Equity Investment Counsel provides a transparent and cost-effective investment service to clients seeking independent investment advice. Client accounts are set up at TD Waterhouse Institutional Services ("TD Waterhouse") in Canada, or
TD Ameritrade Institutional in the United States, where they are individually advised upon by Linde Equity according to each client's personal return objective and risk tolerance.
As an Investment Counsel client, you will receive recommendations of our top investment ideas on a regular basis. You will have the opportunity to discuss each idea with us before giving us authorization to proceed with its purchase. You will also receive quarterly reviews that provide regular opportunities to discuss existing investments in your account and any changes that ought to be made. As an Investment Counsel client, you maintain control over your account while benefiting from the research and advice of Linde Equity.
Linde Equity aims 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.
TD Waterhouse and TD Ameritrade Institutional are the custodians of all client accounts. We never possess client funds at any time, but merely have trading authority in an account that is entirely in your name with the custodian. 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.
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Minimum Portfolio Size: $1,000,000 per household. |
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Minimum Portfolio Size: $1,000,000 per household. |
What is an Investment Counsel?
Investment Counsellors provide up-scale professional portfolio management and investment advice to individual 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
TD Waterhouse Institutional Services is a division of TD Waterhouse Canada Inc., a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc. – Member of the Canadian Investor Protection Fund. TD Waterhouse is a trade-mark of The Toronto-Dominion Bank, used under license.
TD Ameritrade, Inc. is the firm that we use to custody our US client assets. TD Ameritrade and Linde Equity Inc. are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.