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, including the mutual funds managed by the Northwest and Ethical Investments (NEI) Company, Canada’s oldest and best known company in the socially responsible investing industry.
Some conditions may apply.
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 Investor Online Brokerage
We are pleased to partner with Qtrade Investor – Canada’s leading independent online brokerage (click here for Best Online Brokerage Review by MoneySense).
Whether you currently use an online broker or are interested in doing so, Qtrade Investor is our online brokerage of choice. Among other things, Qtrade Investor offers you:
Market-leading service and support
A full range of investments including stocks, options, and fixed income securities
Comprehensive investment tools and research, news, real-time quotes, portfolio watchlists, email alerts and more
Low trading commissions
Easy electronic funds transfer to and from your chequing account
To open an account or to login to an existing account, click on the following button:
Online brokerage services are offered through Qtrade Investor, a division of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.