Tradex

Tradex’s mission is to provide current and former public servants and their families, trustworthy, professional financial advice and high-quality mutual funds and other investments at lower cost.

Founded in 1960 by employees of the Departments of Trade and Commerce and External Affairs for their colleagues, we remain Canada’s only not-for-profit provider of mutual funds and financial advice. Since its founding, Tradex has had a Board of Directors comprised of active and retired public servants.

DISCOUNT OFFER

Regardless of account size, our Fee-Based accounts charge maximum 0.70% per annum (0.5% if over $100,000, in contrast with typical 1.0% – 1.5%) on assets in portfolios of F-series funds. Our experienced, salaried professional advisors can assist you in portfolio creation/customization. Tradex will absorb up to $200 annual administration fee and up to $2,000 in transfer fees and does not charge any additional fees.

Disclaimer
Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performances may not be repeated. The Tradex Fund family is registered in all 13 provinces/territories and available through select quality investment dealers and brokers, including all major discount brokers. However, Tradex as Dealer only provides direct* access and our fee-based accounts to members in Ontario, Quebec and British Columbia. *Provincial securities regulators permit some accommodation for members that move from these jurisdictions to one of the other 10 jurisdictions. Please contact Tradex to confirm if we’re able to assist in purchases or merely provide advice.