Our staff members are not on commission — they are all salaried employees. They are experienced and knowledgeable investment specialists, with over 80 years of combined service in the financial industry. Their goal is to provide you with the best professional client service available based only on your needs. Our mandate is to operate on a not-for-profit basis, with the benefits going to our investors.
President and CEO, Blair was appointed President and CEO on January 1, 2010. He joined Tradex as a Vice-President in August 2000, following years of increasing responsibilities with the Bank of Montreal. At the time of leaving the bank, he was Community (Group) Manager in the North Bay area. Blair is a CFA Charterholder. He is an MBA graduate from Queen’s University (1987) and also holds a B.Sc. degree from the University of Western Ontario.
Senior Vice-President and COO, in January 2010, Brien was appointed Chief Operating Officer in addition to his Senior-Vice President responsibilities. He joined Tradex in January 1991, having gained valuable mutual fund experience with a large national dealer. He holds a Bachelor of Commerce degree from Carleton University (1988) and is a Certified Financial Planner. Outside of Tradex, Brien is a member and a former President of Atlantic Voices The Newfoundland and Labrador Choir of Ottawa.
Vice-President of Operations, joined Tradex in November 1996, having gained extensive experience in customer service and office management with a large Canadian life insurance company. Of interest, Debby lives in Gatineau (Aylmer), Quebec and is very proud of the fact that she is a direct descendant of Thomas Wright, the older brother of Philemon Wright, the founder of Hull. Debby’s husband Michael served as a member of the Canadian Forces until his recent retirement.
Investment Advisor, joined Tradex in May 2007 upon graduating with a Bachelor of Commerce degree, with a major in Finance, from the University of Ottawa. Luc became a licensed Investment Advisor in September 2007. He works closely with Blair and Brien in providing service to Tradex members. Luc was born and raised in Ottawa and is a proud Franco-Ontarian.
Director of Finance and Compliance, joined Tradex in July 2019. Natalya has a diverse background managing corporate functions and professional services for Canadian and International companies and firms. She brings over 25 years of operational management and finance expertise to Tradex. Born and raised in Russia, she moved to Canada in 2003. She holds a Bachelor degree of Commerce with a major in Corporate Finance and Corporate Governance from the Financial University under the government of the Russian Federation, Moscow, Russia and holds a CPA designation.
Trading Associate, joined Tradex in March 2012. Jane is a graduate of the University of Waterloo with an Honours Bachelor of Arts. Born in Slovakia, Jane moved to Canada with her family in 2000.
Financial Advisor Assistant, joined Tradex in January 2018. Isabelle holds an MBA in Finance from the University of Wales, United Kingdom and Currently studying for CFP certification. Her passion for finance grew from helping her dad manage his business at a very young age. Given the experience acquired while working in the finance industry, her greatest desire has always been to assist people in achieving their financial goals.
Financial Advisor Assistant, joined Tradex in April 2018. Jorn graduated from the University of Ottawa with a Bachelor of Commerce degree, majoring in Finance. Born and raised in Germany, Jorn moved to Ottawa in 2008. He is currently completing the CFA program.
Administrative Assistant, joined Tradex in February 2020. Lisa holds a Master’s Degree in Publishing from the Université de Strasbourg, in France. Born and raised in France, Lisa moved to Canada in 2019.