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Tradex Management Inc.

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Canada
Ottawa, ON
Tradex Management Inc.

To provide past and present public sector employees and their families with an unbiased, cost-effect

VISION:
Excellence in financial services and advice to public servants and their families. MISSION:
To provide public servants and their families trustworthy, professional financial advice and high-quality mutual funds and other investments at low cost.

06/03/2026

🏡 𝗧𝗵𝗶𝗻𝗸𝗶𝗻𝗴 𝗔𝗯𝗼𝘂𝘁 𝗕𝘂𝘆𝗶𝗻𝗴 𝗮 𝗛𝗼𝗺𝗲? 𝗠𝗮𝗸𝗲 𝘁𝗵𝗲 𝗠𝗼𝘀𝘁 𝗼𝗳 𝗬𝗼𝘂𝗿 𝗙𝗛𝗦𝗔 𝗮𝗻𝗱 𝗥𝗥𝗦𝗣 𝗛𝗼𝗺𝗲 𝗕𝘂𝘆𝗲𝗿𝘀' 𝗣𝗹𝗮𝗻 (𝗛𝗕𝗣)!

Whether you're purchasing your first home or helping a family member navigate the process, understanding the available tax-advantaged savings programs can make a significant difference.

✅ 𝗙𝗶𝗿𝘀𝘁 𝗛𝗼𝗺𝗲 𝗦𝗮𝘃𝗶𝗻𝗴𝘀 𝗔𝗰𝗰𝗼𝘂𝗻𝘁 (𝗙𝗛𝗦𝗔)
1. Tax-deductible contributions
2. Tax-free growth
3. Tax-free withdrawals for qualifying home purchases

✅ 𝗛𝗼𝗺𝗲 𝗕𝘂𝘆𝗲𝗿𝘀' 𝗣𝗹𝗮𝗻 (𝗛𝗕𝗣)
1. Withdraw $60,000 from your RRSP for a qualifying home
2. No immediate tax on the withdrawal
3. Repay the amount gradually over time

Many Canadians are surprised to learn how these strategies can work together to help increase their down payment while potentially reducing their tax bill.

If you're considering buying a home and want to understand how the 𝗙𝗛𝗦𝗔 and 𝗛𝗕𝗣 may fit into your financial plan, Tradex Advisors would be happy to help you explore your options.

📅 Set up your 𝗳𝗿𝗲𝗲, 𝗻𝗼-𝗼𝗯𝗹𝗶𝗴𝗮𝘁𝗶𝗼𝗻 meeting with a Tradex Advisor to learn how the FHSA and HBP may help support your home purchase plans.

𝗕𝗼𝗼𝗸 𝗮 𝗺𝗲𝗲𝘁𝗶𝗻𝗴 𝘁𝗼𝗱𝗮𝘆: https://go.tradex.ca/sp/36153158eb1
𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝘂𝘀 𝗯𝘆 𝗽𝗵𝗼𝗻𝗲: (613) 233-3394
𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝘂𝘀 𝗯𝘆 𝗲𝗺𝗮𝗶𝗹: [email protected]
𝗩𝗶𝘀𝗶𝘁 𝘂𝘀: 340 Albert Street, Suite 1604, Ottawa, Ontario, K1R 7Y6

05/25/2026

𝗪𝗵𝗲𝗻 𝘄𝗮𝘀 𝘁𝗵𝗲 𝗹𝗮𝘀𝘁 𝘁𝗶𝗺𝗲 𝘀𝗼𝗺𝗲𝗼𝗻𝗲 𝘁𝗼𝗼𝗸 𝗮𝗻 𝗵𝗼𝗻𝗲𝘀𝘁 𝗹𝗼𝗼𝗸 𝗮𝘁 𝘆𝗼𝘂𝗿 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼?

Not a sales pitch nor a "let me show you our new fund." but a real, unbiased review.

Here at Tradex, we believe everyone deserve an unbiased, low-cost, and quality advice.

🔍 A portfolio review with a Tradex advisor includes fees comparison, review of asset allocation and location, risk, and tax-efficiency.

No commissions. No sales targets. No obligation. Just clarity.

𝗕𝗼𝗼𝗸 𝘆𝗼𝘂𝗿 𝗳𝗿𝗲𝗲 𝗿𝗲𝘃𝗶𝗲𝘄 𝗻𝗼𝘄: https://go.tradex.ca/sp/36153158eb1

.1960

05/20/2026

Missed our latest webcasts? Here's what we covered 👇

✅ Estate & Advanced Care Planning: cash flow, charitable giving, and when to get professional advice.

✅ Tax-Efficient Strategies in Retirement: TFSA vs. RRSP, pension income splitting, CPP/QPP timing, and more.

These topics matter whether you're approaching retirement or already planning ahead. Our advisors are here to help you figure out what applies to your situation — for free, and with no pressure.

📞 Call us or book a meeting at the link below:

https://go.tradex.ca/widget/bookings/tradex-team

04/30/2026

Your public service career is built on dedication. Your finances deserve the same.
Tradex Management Inc. was founded in 1960 by public servants, for public servants. We offer professional, commission-free investment advice and a full range of investment accounts — with no minimum balance required.
💼 Salaried advisors. No sales targets.
💰 At-cost structure — savings go back to you.
📋 RRSP, TFSA, RRIF, RESP, FHSA & more.
Ready to see how your money could work harder for you? Start with a free, no-obligation portfolio review.
👉 Visit tradex.ca or call 1-800-567-3863
👉Book a meeting: https://go.tradex.ca/widget/bookings/tradex-team

Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

04/21/2026

We're excited to be part of two upcoming webcasts — and we'd love for you to join us!

These sessions are open to Tradex members, their families, and anyone who wants to make more informed financial decisions. No matter where you are in life, there's something here for you.

📘 Session 1: Advanced Care & Estate Planning Panel
A panel of experts will answer your questions on care directives and estate planning. Submit your questions ahead of time — they'll be shared with panelists before the session, plus there's a live Q+A.
📅 Thursday, May 14 | 12:00 PM EST
🔗https://community.applaudpublicservice.ca/c/online-events/estate-and-advanced-care-planning-panel-db9a7de5-ba23-44a8-bf67-f04e19fbd306

📘 Session 2: Tax Efficient Strategies in Retirement
Learn how different income sources are taxed in retirement and how to build a more efficient plan. We'll cover TFSA vs. RRSP, CPP/QPP timing, pension income splitting, and recent tax updates.
📅Wednesday, May 20: 12:00 PM EST
🔗https://us02web.zoom.us/webinar/register/WN_nVWYYDVRThaAs3pNKKv7lg

04/17/2026

🎉 Our 66th Annual General Meeting is almost here — and YOU'RE invited!

📅 Wednesday, April 22, 2026 | 7:00 PM
📍 RBC Foundry, 7 Bayview Station Rd, Ottawa, ON

Come meet the Tradex team, hear from our portfolio managers, and get insights from special speakers:
✅ Philips Hager & North
✅ Foyston Gordon & Payne
✅ City of London

Light refreshments will be served. All are welcome!

https://www.eventbrite.ca/e/tradexs-66th-annual-general-meeting-tickets-1982886085660?aff=ebdssbdestsearch

See you there! 🌿

03/19/2026

You've heard about the Early Retirement Incentive. But what does it actually mean for YOU? 👇

Knowing you might be eligible is just the first step. The bigger question is whether retiring early actually makes sense for your financial situation.

Here's what most federal public servants are wondering right now:

✅ Can I afford to retire earlier than I planned?
✅ When should I start collecting CPP or QPP?
✅ What happens to my taxes the year I retire?
✅ Will my money last as long as I need it to?

These are exactly the questions a Tradex advisor can help you answer — for free.

Tradex has been helping Canadian public servants and their families manage their finances since 1960. Our advisors are salaried with no commissions and no sales pressure. Just honest, personalized advice built around your retirement goals.

📅 Book a free, no-obligation meeting today and get a complete picture of your retirement — before you make any decisions.

https://go.tradex.ca/widget/otl/HqybGQLFK?slug=tradex-team

This information has been provided by Tradex Management Inc. (TMI) and is for informational purposes only. It is not intended to provide legal, accounting, tax, investment, financial or other advice and such information should not be relied upon for providing such advice. Each individual's circumstances are unique; we recommend consulting with one of our advisors to determine what is appropriate for your situation. TMI takes reasonable steps to provide up-to-date, accurate and reliable information, and believes the information to be so when printed.

03/19/2026

Tradex is proud to announce our participation in the Applauding Women in Public Service event in Toronto on March 27, in celebration of International Women’s Day! Our representatives will be on hand to engage with attendees, exchange ideas, and honor the exceptional women who are shaping the future of public service. Don’t miss this opportunity to connect with us—we can’t wait to meet you!

Applaud - People in Public Service

03/07/2026

𝗗𝗶𝗱 𝘆𝗼𝘂 𝗸𝗻𝗼𝘄 … because of their pension plan, public servants may have less RRSP room — and that makes tax-efficient investing outside the RRSP especially important?

✅Public servants with a Defined Benefit pension receive a Pension Adjustment every year that reduces their RRSP contribution room.
✅That means more of their long-term savings may end up in a taxable non-registered account — where the type of fund they hold can have a real impact on their annual tax bill.
✅Corporate Class mutual funds are specifically designed to minimize taxable distributions, keeping more money invested and compounding rather than going to the CRA each spring.

Book a meeting today to explore tax-efficient investing
👉 https://go.tradex.ca/sp/39ded51ee95

This information has been provided by Tradex Management Inc. (TMI), a mutual fund dealer, and is for informational purposes only. It is not intended to provide legal, accounting, tax, investment, financial or other advice. Each individual's circumstances are unique; we recommend consulting with one of our advisors to determine what is appropriate for your situation

Address

340 Albert Street # 1604
Ottawa, ON
K1R7Y6

Opening Hours

Monday	8am - 4pm
Tuesday	8am - 4pm
Wednesday	8am - 4pm
Thursday	8am - 4pm
Friday	8am - 4pm

Telephone

+16132333394

Website

http://www.tradex.ca/

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