Tradex Management Inc.
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.
๐ก ๐ง๐ต๐ถ๐ป๐ธ๐ถ๐ป๐ด ๐๐ฏ๐ผ๐๐ ๐๐๐๐ถ๐ป๐ด ๐ฎ ๐๐ผ๐บ๐ฒ? ๐ ๐ฎ๐ธ๐ฒ ๐๐ต๐ฒ ๐ ๐ผ๐๐ ๐ผ๐ณ ๐ฌ๐ผ๐๐ฟ ๐๐๐ฆ๐ ๐ฎ๐ป๐ฑ ๐ฅ๐ฅ๐ฆ๐ฃ ๐๐ผ๐บ๐ฒ ๐๐๐๐ฒ๐ฟ๐' ๐ฃ๐น๐ฎ๐ป (๐๐๐ฃ)!
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.
โ
๐๐ถ๐ฟ๐๐ ๐๐ผ๐บ๐ฒ ๐ฆ๐ฎ๐๐ถ๐ป๐ด๐ ๐๐ฐ๐ฐ๐ผ๐๐ป๐ (๐๐๐ฆ๐)
1. Tax-deductible contributions
2. Tax-free growth
3. Tax-free withdrawals for qualifying home purchases
โ
๐๐ผ๐บ๐ฒ ๐๐๐๐ฒ๐ฟ๐' ๐ฃ๐น๐ฎ๐ป (๐๐๐ฃ)
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 ๐๐๐ฆ๐ and ๐๐๐ฃ may fit into your financial plan, Tradex Advisors would be happy to help you explore your options.
๐
Set up your ๐ณ๐ฟ๐ฒ๐ฒ, ๐ป๐ผ-๐ผ๐ฏ๐น๐ถ๐ด๐ฎ๐๐ถ๐ผ๐ป meeting with a Tradex Advisor to learn how the FHSA and HBP may help support your home purchase plans.
๐๐ผ๐ผ๐ธ ๐ฎ ๐บ๐ฒ๐ฒ๐๐ถ๐ป๐ด ๐๐ผ๐ฑ๐ฎ๐: https://go.tradex.ca/sp/36153158eb1
๐๐ผ๐ป๐๐ฎ๐ฐ๐ ๐๐ ๐ฏ๐ ๐ฝ๐ต๐ผ๐ป๐ฒ: (613) 233-3394
๐๐ผ๐ป๐๐ฎ๐ฐ๐ ๐๐ ๐ฏ๐ ๐ฒ๐บ๐ฎ๐ถ๐น: [email protected]
๐ฉ๐ถ๐๐ถ๐ ๐๐: 340 Albert Street, Suite 1604, Ottawa, Ontario, K1R 7Y6
๐ช๐ต๐ฒ๐ป ๐๐ฎ๐ ๐๐ต๐ฒ ๐น๐ฎ๐๐ ๐๐ถ๐บ๐ฒ ๐๐ผ๐บ๐ฒ๐ผ๐ป๐ฒ ๐๐ผ๐ผ๐ธ ๐ฎ๐ป ๐ต๐ผ๐ป๐ฒ๐๐ ๐น๐ผ๐ผ๐ธ ๐ฎ๐ ๐๐ผ๐๐ฟ ๐ถ๐ป๐๐ฒ๐๐๐บ๐ฒ๐ป๐ ๐ฝ๐ผ๐ฟ๐๐ณ๐ผ๐น๐ถ๐ผ?
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.
๐ 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.
๐๐ผ๐ผ๐ธ ๐๐ผ๐๐ฟ ๐ณ๐ฟ๐ฒ๐ฒ ๐ฟ๐ฒ๐๐ถ๐ฒ๐ ๐ป๐ผ๐: https://go.tradex.ca/sp/36153158eb1
.1960
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 โ with no minimum balance required.
๐ผ Salaried advisors. No sales targets.
๐ฐ At-cost structure โ savings go back to you.
๐ 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.
๐ Visit tradex.ca or call 1-800-567-3863
๐Book 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 โ 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.
๐ 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 โ they'll be shared with panelists before the session, plus there's a live Q+A.
๐
Thursday, May 14 | 12:00 PM EST
๐https://community.applaudpublicservice.ca/c/online-events/estate-and-advanced-care-planning-panel-db9a7de5-ba23-44a8-bf67-f04e19fbd306
๐ 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.
๐
Wednesday, May 20: 12:00 PM EST
๐https://us02web.zoom.us/webinar/register/WN_nVWYYDVRThaAs3pNKKv7lg
04/17/2026
๐ Our 66th Annual General Meeting is almost here โ and YOU'RE invited!
๐
Wednesday, April 22, 2026 | 7:00 PM
๐ RBC Foundry, 7 Bayview Station Rd, Ottawa, ON
Come meet the Tradex team, hear from our portfolio managers, and get insights from special speakers:
โ
Philips Hager & North
โ
Foyston Gordon & Payne
โ
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! ๐ฟ
Click here to claim your Sponsored Listing.
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Telephone
Website
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 |
