How to Invest

Investing in the Tri City Monthly Income Mortgage Trust

Units in the Tri City Monthly Income Mortgage Trust can be purchased directly through Tri City Fund Management  Ltd., and can be held inside or outside a registered plan, including RRSPs, RRIFs, RESPs, and TFSAs. Investments from other existing registered plans can also be transferred into the Trust.

Minimum contribution

The minimum contribution is $10,000.  Units are sold in increments of 10 units at $1,000 per unit. We accept bank drafts and certified cheques.

Distributions

Investors can choose to receive monthly distributions, or reinvest them into the Trust under a dividend reinvestment plan (DRIP). Distributions outside of a registered plan are received as interest income. T-5 forms are issued in February of each year.

Redemptions

Partner investors may redeem their units in whole or in part subject to the terms and conditions in the Offering Memorandum.

Management fee

The management fee is 1.25% per annum.

Tri City Group

Investor Package

Want to learn more about mortgage trusts and how they can help you grow your wealth?

Stay in the know

Keep up to date on real estate, mortgages and the economy
with the latest news, stories, opinions and more.
2018: So far, the year of five-year fixed rates
2018: So far, the year of five-year fixed rates

It’s a new year, and with it come some new headlines on real estate...

Read More
Real Estate Round-up : April
Real Estate Round-up : April

Cooling Toronto’s red-hot market, talks of housing supply and Vancouver’s...

Read More
Real Estate Roundup : March
Real Estate Roundup : March

A landmark ruling, conversations around affordability, and a “third housing...

Read More
Real Estate Roundup : February
Real Estate Roundup : February

A short month with no shortage of headlines. Welcome to February’s Real...

Read More
↓