Our Public Service Roots
At Tradex, we’re proud of our long and successful history of serving the investment needs of public sector employees. Founded in 1960, Tradex is one of Canada’s oldest mutual fund companies. As a 100% investor-owned firm, our service keeps growing year after year. Our board comprises 90% public servants, ensuring aligned interests. Our advisors specialize in the Public Service Superannuation Plan (PSSP), crafting tailored plans to complement it seamlessly.
The Tradex Difference
At Tradex, our team is dedicated to your financial well-being. We don’t work on commission, so you can trust our unbiased advice. Enjoy low Management Expense Ratios (MERs) and choose from a wide range of reputable, cost-effective financial products with no load fees. It’s free for new members to transfer their assets to Tradex. Each year, we share surplus revenues with Tradex funds, lowering costs and boosting your returns. Plus, our board includes ten former public servants who bring independent oversight to our operations.
Our Mission
To provide professional financial advice to public sector employees and their families. To provide high-quality mutual funds and other investments at low cost.
Our Vision
Excellence in financial services and advice to public sector employees and their families.
The Tradex Team
The Tradex team is comprised of diverse professionals who are passionate about helping their public service clients achieve their financial goals
Tradex Partners
The Tradex commitment to delivering expert financial advice and investment opportunities is shared by our partners.
Mutual Fund Rebate Model
Over $2,500,000 rebated in the past 5 years!
The Core Elements of Financial
Planning and Advice
Tradex is a not-for-profit mutual fund company in Canada
As a unique financial organization, Tradex operates without the aim of making a profit, ensuring that our clients’ interests always come first.
Tradex receives revenue from:
Management fees from Tradex funds, ensuring optimal fund management and performance.
Trailing service fees from other funds, supporting ongoing client service and support.
Advisory Fees on certain fee-based funds, where your overall cost of investing is lowered.
Investment Planning
Salaried employees, dedicated to providing exceptional service and expertise.
Regulatory compliance, maintaining high standards of integrity and trust.
Any surplus revenue is annually rebated to the three Tradex Funds
This means that any remaining revenue is returned to our funds, benefiting our investors by enhancing fund performance and providing additional value.
Our History
Welcome to the story of Tradex, a unique not-for-profit mutual fund company that has been dedicated to serving Canadians since 1960. Our journey began with a simple mission: to put our investors first.
1960
1961
1989
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1999
2015
Book a Free Consultation Today
Book a consultation today and discover insights and strategies tailored to your financial journey at Tradex.