At TK Investment Group, we believe a strong investment management program can have a multiplier effect: it can increase an organization's effectiveness, maximize returns on cash reserves, and preserve capital and liquidity needs.
But we also understand that investments are not a one-size-fits-all solution—each client and each portfolio are unique. This is why we build our business, first and foremost, on relationships. Then, we work to understand our clients' unique circumstances to provide an actively managed, custom fixed income portfolio that will outperform the markets while complying with policy guidelines.
With four decades of combined industry experience, our team of professionals is committed to your success.
From structured portfolios to cemetery trusts, we help institutions manage their investments with care and purpose. Our tailored approach and exceptional client service, combined with the resources of Canada's largest financial institution, can help address any challenge your organization may face. Discover our solutions designed to support your mission—today, tomorrow, and for generations to come.
We offer customized solutions for our institutional investors, which include municipalities, school boards, foundations, and endowments. We have extensive experience helping organizations manage their financial assets according to specific guidelines, and an expert team dedicated to providing the highest level of portfolio management and investment solutions that meet the unique needs of each client.
Through the backing of Canada’s largest bond desk, we are able to provide top rates on market issues, and design an investment solution to suit your organization’s requirements.
Structured notes offer institutional investors many benefits. They provide principal protection at maturity while still offering investors the opportunity to participate in the growth potential of equity, fixed income, or specialty markets.
Whether your goal is to enhance the yield on a fixed income portfolio or gain access to equity markets, we can design a structured solution that is tailored to meet your unique needs.
The TK Investment Group Trust Portfolio is specifically designed to meet the investment parameters of 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.
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.