Members’ News

Please be advised that due to labour disruptions at Canada Post, there may be some delay in receiving documents by mail. If you require a document such as a confirmation, statement or our quarterly newsletter, please contact us to arrange for delivery by alternative means, e.g., email or fax. For continuous access to your account information, members are invited to sign up for our WebConnect service here. Our quarterly newsletter is available here.

On September 29, 2018, the Canada Deposit Insurance Corporation (CDIC) Information By-law amendments came into effect. The amendments attempt to enhance depositors’ awareness with clear and simple information across all deposit distribution channels. Click here for the new abbreviated CDIC brochure.

The 2018 Interim Management Report of Fund Performance and Financial Statements for all three Tradex Funds are now available online – click here. To request printed copies please e-mail

As of January 1, 2018, TFSA contribution limits are increased by any withdrawals in 2017 plus $5,500 additional contribution room for 2018.
For those who are over 26 and have never made a TFSA contribution, the total accumulated contribution limit since 2009 totals $57,500. Contribution room is not earned until the taxpayer is age 18, so younger taxpayers will have a lower cumulative limit.

The videos and presentations from the Annual General Meeting (AGM) are posted under the Learning Center.

For more information on CRM2 please visit our CRM2 page.

If you’d like to refer a family member or friend please fill out this Referral Form