Tradex offers a number of other services for the benefit of its members. See below each of the following headings for more information:
Free Portfolio Evaluations
Our financial advisors have a wealth of knowledge and are available to offer expert, unbiased financial advice and portfolio reviews on a free, no-obligation basis. Start Now
Pre-Authorized Savings Plans
The Tradex Systematic Savings Plan allows you to save a little at a time through pre-authorized automatic withdrawals from your bank account. You decide how much you want to save on a regular basis. Also, you have a great choice in how to invest your savings, including the Tradex mutual funds, our high-yield Tradex Investment Savings Account, and mutual funds offered by almost all other mutual fund companies in Canada.
Through this beneficial savings program, you can invest systematically in your RRSP account, Tax-Free Savings Account, a Registered Education Savings Plan or an open account (or any combination of these accounts).
Electronic Funds Transfer
Tradex offers the ability to transfer funds electronically from your regular bank account to any of the investment products that we distribute. Also, when you want funds transferred back to your regular bank account, we’ll see that they get there in a timely manner (the normal settlement time for most mutual fund transactions is three days). This arrangement saves everyone a great deal of time and effort. If you don’t already have electronic funds transfer at Tradex, it’s very easy to set up this arrangement.
Socially Responsible Investing
Socially responsible investing, also known as sustainable investing or ethical investing, is an investment strategy which seeks to maximize both financial return and social good. In general, socially responsible investment funds favour corporate best practices that promote environmental stewardship, consumer protection, human rights and diversity.
Tradex offers a number of socially responsible investing options.
Some conditions may apply.
Mortgages
There are many financial considerations when preparing to buy a home. Tradex can help you save for your first home and maximize your tax benefits. We offer the ability to access various mortgage options through Manulife Financial. We invite you to sit down with a Tradex advisor to customize a plan that will help you move into your new home sooner.
Qtrade Direct Investing
You’ve got goals. For your future. For your family’s future. Pursue them with the confidence that comes from expanded investor knowledge and expert insights. And from tools that help guide your investment decisions.
We’ve partnered with Qtrade Direct Investing™ to give you the confidence to buy and sell stocks, bonds, ETFs, and mutual funds – with low trading fees.
- Execute with ease on an award-winning trading platform. Qtrade has consistently been ranked Canada’s #1 online investing platform.
- Realize opportunity with industry-leading tools. Whatever your level of investment experience, build, evaluate and test your portfolio with calculators, and tools like Portfolio Creator™, Portfolio Score™ and Portfolio Simulator™, which feature the industry’s most advanced risk analysis and portfolio-building technology.
- Move forward with Canada’s best online trading support. You can count on Qtrade. Friendly and responsive client service. Online self-help. How-to videos. An extensive library of articles and learning resources. And more.
The key to investing confidence is in your hands. Qtrade can help you work toward your financial goals today. Open an account.
Not ready to commit? Take Qtrade for a spin with a 30-day free trial account. Sign up.
Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade, Qtrade Direct Investing, and Write your own future are trade names and/or trademarks of Aviso Wealth Inc.
