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Tradex Management Inc.

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Ottawa, ON
Tradex Management Inc.

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To provide professional financial advice to public sector employees and their families. To provide high-quality mutual funds and other investments at low cost.

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.

10/12/2026

Happy Thanksgiving from all of us at Tradex! 🍂

This weekend, we’re taking a moment to reflect on what we’re grateful for, and at the top of that list are the people we serve. For over 65 years, we’ve had the privilege of helping Canada’s public servants and their families plan for the future, and we don’t take that trust for granted.

Whether you’re gathering around a big table or enjoying a quiet long weekend, we wish you a restful and joyful Thanksgiving with the people who matter most.

From our team to yours. 🧡

09/30/2026

Today, on the National Day for Truth and Reconciliation, we pause to honour the children who never returned home from residential schools, the Survivors, and their families and communities.

This day is a time for reflection, and also a call to action. At Tradex, we're committing to keep learning about the history and ongoing impacts of residential schools, and to support meaningful steps toward reconciliation.

We encourage everyone to take time today to listen to Survivors' stories, read the Truth and Reconciliation Commission's 94 Calls to Action, and learn more through the National Centre for Truth and Reconciliation (nctr.ca).

Every Child Matters. 🧡

09/28/2026

"Am I actually on track for retirement?"

It's one of the most common questions we hear, and most people genuinely aren't sure of the answer. That's completely normal. Between saving, investing, government benefits, and changing goals, it can be hard to see the full picture on your own.

That's where we come in. A Tradex advisor will walk through your numbers with you and help build a retirement plan you actually understand, with no jargon and no pressure.

Ready to find out where you stand? Call 613-233-3394 or email [email protected] to book a conversation.

https://go.tradex.ca/sp/39ded51ee95

09/24/2026

Markets have faced plenty of scary moments: the 1973–74 oil crisis, the early '80s recession, the dot-com crash, the Global Financial Crisis, and more recently, inflation and rising interest rates.

Each one felt uncertain at the time. But looking back over 50+ years, the S&P 500 has recovered from every one of these downturns and continued to grow.

The lesson? Patience has historically outperformed panic. 📈

If market headlines have you feeling uneasy, we're here to talk it through. Reach out to a Tradex advisor at 1-800-567-3863 or [email protected].

07/31/2026

🎓 Give your kids the gift of education!

Here's a parent hack: Start a RESP for your children or grandchildren TODAY.

Here's why it works:
💰 Government matches your money – Free money for education!
📚 Tax-deferred growth – Your savings grow faster
⏰ Time = More money – The earlier you start, the bigger the fund

Small contributions now = BIG education funds later. Help cover tuition, books, residence—whatever they need.

Ready to start? Chat with a Tradex advisor about opening an RESP. It's easier than you think!

Book a meeting with an advisor: https://go.tradex.ca/sp/39ded51ee95

📞 (613) 233-3394 | www.tradex.ca | [email protected]

07/28/2026

OAS clawback doesn't have to blindside you.

Your Old Age Security benefit is part of your retirement plan - but only if you keep it.

Without a strategy, clawback can quietly reduce your income when you need it most.
Keep more of what you've earned. Our advisors can help you develop a personalized OAS strategy.

Talk to a Tradex advisor to see what you can do to protect your OAS benefits:
🔗https://go.tradex.ca/sp/39ded51ee95

06/23/2026

Thank you, NAFR, for having us at your Annual Member Meeting.

It was a genuine pleasure to connect with so many familiar faces and to meet new ones. Gatherings like these are a meaningful reminder of why we do what we do at Tradex — serving the financial needs of public servants and their families, just as we have since 1960.

We always value the conversations, the thoughtful questions, and the chance to see our community in person. Thank you for the warm welcome, and we look forward to continuing the relationship in the years ahead.

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

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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Credit Club
116 Albert Street suite 300

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