Open an Account

We encourage investors to deal with us directly.  In doing so, you pay no sales charges, commissions, transaction costs or administration fees.  You may also purchase our funds through a third party dealer, such as a discount broker, if you prefer. View details

Here are the steps to follow to open an account directly with Steadyhand:

1.
Download and complete the applicable application form. View forms.
2.
Photocopy or print an extra copy of the application form for your records.
3.
Attach a personal cheque made payable to "Steadyhand Investment Funds in Trust" for the dollar amount of the funds you wish to purchase, or for $1 if you are transferring funds from another institution in lieu of an initial purchase.
4.
Mail the completed application and all accompanying documents to:

Steadyhand Investment Funds Inc.
1747 West 3rd Avenue
Vancouver, BC  V6J 1K7

If you have any questions at any step in the process, give us a call at 1.888.888.3147.  We're here to help.

Purchases Through Third Party Dealers

Our funds are available through a number of dealers and discount brokers (see updated list). Note, however, that you may be charged a fee by the dealer for purchasing our funds. The same minimum investment requirements apply to all purchases. Accounts held through dealers are eligible for our Fee Reduction Program, but multiple accounts within the same household cannot be consolidated for fee reduction purposes, as they can be if they are held directly with Steadyhand.

For purchases made through discount brokers, our fund codes are as follows:

Steadyhand Savings Fund - SIF110
Steadyhand Income Fund - SIF120
Steadyhand Founders Fund - SIF125
Steadyhand Equity Fund - SIF130
Steadyhand Global Equity Fund - SIF140
Steadyhand Small-Cap Equity Fund - SIF150

Video: Getting Started

Wondering what you need to do to get started with Steadyhand? This short video explains it all.

Play Video (2:20 min, 10.7 Mb)

Minimums

Initial Investment:
$10,000 per fund. If your aggregate investment exceeds $50,000, the minimum investment per fund is waived.

Subsequent Purchases:
$1,000 per fund for funds in which you already own units; or $10,000 per fund for funds in which you don't currently own units.

Client Reporting

Sample Statement
A snapshot of the kind of quarterly reporting you'll receive as a Steadyhand client.