Achieve Financial Success with
Tradex by Your Side
Whether you’re new to investing or looking to fine-tune your portfolio, our team of experts is here to provide you with the guidance and support you need. With our personalized approach and wealth of experience, we make navigating the complexities of investing straightforward and accessible for you.
Don’t leave your financial future to chance – Invest with us and gain the peace of mind that comes with tailored financial advice designed to help you achieve your goals.
Learn How We Make Investing
Simple and Personal
Choose Between Zero Fee and
Fee-Based Accounts
Zero Fee Accounts
At Tradex, we don’t charge any account fees or transfer fees. There is no cost to join and move your financial products to Tradex, and we’ll even cover your transfer out fees. Tradex fund investors additionally participate in annual rebates.
When you invest in mutual funds through Tradex, you pay no upfront sales commissions. Instead, Tradex collects a trailing commission from the fund company for managing your investment, which is included in the overall cost of the fund.
Fee Based Account (F Series)
Alternatively, Tradex offers access to a fee-based account that provides access to F series funds from over 40 mutual fund companies. Generally, for F series funds, fund companies remove the trailer fee paid to dealers and reduce the management expense ratio by the same amount. For equity funds the reduction is typically 1.0%. The fee charged by Tradex & the intermediary will total maximum 0.7% + HST. This contrasts with other companies that typically collect 1.0-2.5%.
Transferring Funds Made Easy
Tradex simplifies the process of transferring funds electronically between your regular bank account and our investment products. When you need to transfer funds back to your bank account, we ensure they arrive promptly, typically within three days, saving everyone valuable time and effort.
Don’t worry – setting up electronic funds transfers with Tradex is a straightforward process that we can help you with.
Ready to Take the Next Step?
Book a consultation today to discuss your goals with one of our experts, or take some time to explore all the ways Tradex can support you on your journey to financial success.