The Tradex Difference

60 Years of Experience

All employees are salaried and not paid commission, which ensures you are receiving unbiased advice at all times. We offer low Management Expense Ratios (MERs). We offer a wide range of reputable, no load, low cost financial products. There is no cost for new members to move their financial products to Tradex. We annually rebate surplus revenues to Tradex funds. This reduces the funds’ expenses, thus increasing members’ returns. Nine of our
ten directors are former public servants and independent of management.

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.

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. We’re 100% investor-owned and our service keeps growing year after year. Our board remains 90% public servants, Our advisors are very familiar with the Public Service Superannuation Plan (PSSP) and can help you build a plan that supplements it.

Members’ News

Tradex Management Inc.’s response to the COVID-19 Pandemic

It has been a little more than two months since the COVID-19 crisis landed here in Canada created difficulties and uncertainties for families and communities. We continue to work closely with our staff, Directors, and service providers to ensure that the information and assets of our members will be safeguarded, no matter the circumstance. There…

Portfolio Managers’ Update Presentations for the First Quarter of 2020

Due to the ongoing restrictions on public meetings, the Tradex Funds portfolio managers' presentations normally held in conjunction with the Annual General Meeting will be rescheduled, as well as Tradex 60th anniversary celebration. Tradex will mail the invitations one month in advance once Health authorities provide guidance to permit. In the meantime, please find the…

Fund Performance and Financial Statements

The 2019 Annual 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 info@tradex.ca

HAVE ANY QUESTIONS?

We’re here to help. Send us an email or call us at 1-877-492-3863.
Please feel free to contact our experts.