Forms and Documents

Tradex New Account Application

Tradex New Account Application for Entities

Retirement Income Projection Questionnaire

Registered Retirement Savings Plan Application

CRA Declaration of Tax Residence for Individuals and Politically Exposed Person

Tax-Free Savings Account Application

Retirement Income Fund Application

Limited Authorization Form

Pre-Authorized Cheque

Transfer Authorization for Registered Investments

Know Your Client Information Form

Change of Address

Change of Beneficiary

Welcome to our new site!

We're excited to share our new online space with you. Please bear with us as we continue to make updates and improvements to enhance your experience. Thank you for your patience and support!

Tradex's 66th Annual General Meeting

Join us for our 66th Annual General Meeting on April 22, 2026 at 7:00 PM at Bayview Yards. Hear updates from our three fund managers!

Products

Plans