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Why Choose Steadyhand?

We created Steadyhand to provide you with a better investing outcome and a simpler, more human experience. We’ve helped thousands of Canadians achieve their financial goals through:

  • Customized advice and actual client care: We’re here to guide you with personalized advice and an easy-to-follow plan. And we’re proud to have earned a top Google rating for the quality of our service.
  • Refreshingly low fees: Our fees are amongst the lowest in the business. What’s more, they go down as your portfolio grows and the longer you're a client.
  • Tried-and-true investment management: Our world-class money managers focus on buying good businesses, not trading stocks or chasing fads.

We specialize in partnering with mid-life professionals and retirees, but welcome investors of all ages. With a minimum investment requirement of $10,000 and a broad range of account types, we’re here to meet your needs every step of the way.

Get to know us better, in less than 15 minutes

Discover how we work with clients and provide actionable, tailored advice.

Retirement Income

Learn about our Retirement Withdrawal Program that helps retirees draw a steady income from their portfolio.

Learn More

Sample Client Statement

See why clients rave about our transparent, easy-to-read reporting.

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Tools and Calculators

Explore our popular personal finance calculators.

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Google Reviews

Hear why our clients give us a top rating of 4.9 out of 5 stars.

See Reviews

Read our Blog

Discover our latest thoughts and insights on all things investing.

Read Here

Watch us on YouTube

Tune in to our timely discussions with industry experts.

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Get your transfer fees reimbursed!

Transfer an account(s) to Steadyhand worth $50,000 or more and we'll reimburse the transfer fees, up to $150 (plus tax).

A few reasons why thousands of Canadians are leaving the big banks or brokerages and trusting us to manage their investments.

80%+

of our own money is invested in our funds (and we pay the same fee you do).

< 1%

is the all-in fee that our average client pays.

94%

of phone calls are answered within the first 3 rings by a live professional.
Call us 1-888-888-3147!

5Y/10Y

We're the only firm in Canada that lowers your fees after 5 years as a client. And then lowers them further after 10 years! 

Ready to have a meeting or to join? Pick an option below:

Meeting Preparation Form

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Client Onboarding Form

Fill this out if you are ready to join Steadyhand

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Ready for a simpler, more rewarding way to invest?

Talk to us and find out just how easy we can make investing: 

The first investment firm you’ll actually enjoy working with! 

$0

We don't charge transfer out fees. We think it's a horrible practice. 

$150*

How much we can reimburse you per account if you transfer over $50,000

$1.3M

Fees rebated back to our clients. We reward loyalty!

0.9%

Average fee
paid by our clients.
No hidden fees, taxes included.

Frequently asked questions

Who owns Steadyhand & what measures are in place to safeguard my assets?

Steadyhand is 100% employee owned.

There are several measures in place to protect mutual fund investors in Canada. It's crucial to note, however, that the safeguards do not protect investors against the decline of an investment due to market fluctuations.

Investors’ primary line of defense comes from the way mutual funds are structured. The assets in our funds (e.g., stocks, bonds, cash) are held by a third-party custodian (CIBC Mellon) and cannot be accessed by us for any business purposes or activities other than the purposes related to fulfilling the investment objectives of the funds. As well, neither Steadyhand nor any of the companies involved in providing services to our funds have any claim to the funds’ assets. They belong to the funds themselves, and, in turn, the unitholders of the funds. This segregation of ownership ensures that the unitholders of our funds are the only individuals (or entities) that have access or claim to the assets within them. 

No sales targets? How do you put your clients interests before your own?

By being an independent, employee-owned company. We have no sales targets and no commissions (our advisors are paid by salary).

As owners, we can take a long-term view while growing a fair, transparent, and honest investment company.

Who are your clients, and what type of investor is Steadyhand a good fit for?

Steadyhand is licensed to offer our funds to Canadian residents of legal age in British Columbia, Alberta, Saskatchewan, Manitoba, and Ontario. We have clients from the ages of 18 to 90+, with portfolios that range from $10,000 to $10 million. Our average client is in their mid-50’s and has approximately $300,000 invested with us.

Steadyhand was built for investors looking for a firm that offers clear-cut advice, crisp & friendly service, low fees, and a well-defined investment approach. Our offering has attracted many mid-life professionals that were unhappy with their previous firm, often a bank or brokerage. We feel we offer ‘high-net-worth investing’ for everyday Canadians. 

Read our Google Reviews:

“The service is amazing, the investment approach suits my own style and I do not feel like just another 'number'. This is about performance, yes, but also about the relationship with the team, the personalized advice I have received over the years and the entire philosophy that Steadyhand, as a company, has been built on. I cannot recommend Steadyhand enough."