Trust Portfolio

The TK Investment Group Trust Portfolio is specifically designed to meet the investment parameters of a cemetery care and maintenance trust funds as outlined by the provincial governing body. The asset mix allows for steady, long term growth hedged against interest rate, currency, and concentration risks while the specific companies chosen provide a steady dividend stream to maintain funding levels for the cemetery. A focus is placed on global companies that pay a sustainable dividend, generate strong cash flows, and are attractively valued on a risk-adjusted basis.

  • Dedicated team to manage all your administration and actively manage your account
  • Adheres to Provincial Bylaws and the Funeral, Burial, and Cremation Services Act of each province with multiple points of oversight
  • Designed specifically for Cemetery Trusts to provide sustainable income and stable capital growth
  • Emphasis on downside risk management reduces exposure during strategy drawdown
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