Tradex’s mission is to provide public servants and their families, trustworthy, professional financial advice and high-quality mutual funds and other investments at a low cost. Founded in 1960 by employees of Trade and Commerce and External Affairs, we remain Canada’s only not-for-profit provider of mutual funds and financial advice. Please note the Tradex Funds are available across Canada in all provinces and territories. However, Dealer Services and the Fee-based Accounts are currently only available to residents of Ontario, Quebec and British Columbia.
Our Fee-Based accounts charge a maximum of 0.70% per annum (contrast with typical 1.0% – 1.5%) of assets for portfolios of F-series funds customized for each individual regardless of account size by an experienced advisor with the $200 annual administration fee reimbursed for NAFR members. Tradex charges no additional fees.
As of 2019, Tradex is proud to be a reward partner for QCC members. As per below, we offer low-cost fee-based accounts with full human advice and access to most F series mutual funds available in Canada and some ETF options.
Get in touch with one of our advisors now for more information or for your free, no-obligation portfolio review.