Calculate Your Bonus
See how much you could earn by transferring your investments to us.
How It Works
Three simple steps to earning your bonus. No complicated paperwork, no hidden catches.
Step 1
Register for the program
Sign up online in minutes. We'll guide you through the simple process.
Step 2
Transfer or contribute $25,000+
Move your assets from another institution or make a lump-sum contribution.
Step 3
Receive your 1% bonus
Get 0.5% in July 2026 and another 0.5% in February 2027.
What Qualifies?
Here's what counts toward your $25,000 minimum.
- External transfers from other institutions
- Lump-sum contributions
- All account types (TFSA, RRSP, LIRA, LIF, RRIF, non-registered, corporate)
- Pre-authorized contributions (PACs)
- Internal transfers between Steadyhand accounts
Important Dates
Mark your calendar. Here's the timeline you need to know.
Registration
Now through May 31
Transfer forms signed or contributions made
By May 31
Assets received
By June 30
First payment (0.5%)
After June 30, 2026
Second payment (0.5%)
After January 31, 2027
Frequently Asked Questions
Everything you need to know about the consolidation bonus.
Any existing Steadyhand client or new prospect who opens an eligible account in BC, AB, SK, MB, or ON.
$25,000 in net new assets per account. Multiple transfers or contributions can combine to reach this threshold.
Yes. Registration is required, and only assets received AFTER your registration date qualify.
Unfortunately, assets transferred before your registration date don't qualify. This can't be applied retroactively.
External transfers from other institutions and lump-sum cash contributions. PACs and internal transfers between Steadyhand accounts don't count.
Transfer forms must be signed by May 31, 2026. Assets must be received by June 30, 2026.
Half (0.5%) after June 30, 2026, and half (0.5%) after January 31, 2027.
Voluntary withdrawals during the 12-month payout period reduce your future bonus proportionally. However, mandatory RRIF/LIF withdrawals don't count against you.
The soft cap is $5,000,000 per client. Amounts above this may qualify at Steadyhand's discretion.
All Steadyhand account types: TFSA, RRSP, Spousal RRSP, LIRA, LIF, RRIF, non-registered, and corporate accounts.
Yes, on any transfer of $25,000 or more. This is a permanent reduction from our previous $50,000 threshold.
Your transfer form must be signed by May 31, and the assets must be received by June 30 to count toward the first bonus calculation.