Blog

Cutting Through the Noise


April 9, 2024

By Tom Bradley

Bradley's Brief — Q1 2024

Tom Bradley's quarterly letter to clients.

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March 13, 2024

By Scott Ronalds

Steadyhand tax documents: All you need to know

To assist with your tax filing, we review the tax documents you've received from us this year along with a brief explanation of their purpose.

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February 7, 2024

By Scott Ronalds

One woman's story about her decision to invest with Steadyhand

Meet Hélène, a remarkable woman who shares her story about investing with Steadyhand.

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January 22, 2024

By Salman Ahmed

Year-end review and investment outlook video

A recap of 2023 and a discussion on our investment outlook, return expectations, and the advice we're giving clients.

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January 9, 2024

By Tom Bradley

Bradley's Brief — Q4 2023

Tom Bradley's year-end letter to clients.

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December 20, 2023

By Neil Jensen

Salman Ahmed recognized as one of B.C.’s top ‘Forty under 40’ leaders

We’re pleased to announce that our Chief Investment Officer, Salman Ahmed, has been recognized by Business in Vancouver as one of B.C.’s top ‘Forty under 40’ executives.

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November 30, 2023

By Scott Ronalds

Year-end distributions

All you need to know about distributions, and the estimated year-end figures for our funds.

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November 23, 2023

By Scott Ronalds

Steadyhand Equity Fund: Manager Update

Gord O’Reilly, the lead manager of the Steadyhand Equity Fund since its inception, will be retiring at the end of the year. While Gord has done a great job for our clients, we're nonetheless excited to introduce the new lead manager, Nessim Mansoor.

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November 16, 2023

By Scott Ronalds

Steadyhand partners with Tree Canada to celebrate client referrals

We're grateful for the support our clients have shown our business by spreading the word about Steadyhand. In recognition, we’ve partnered with Tree Canada to plant 10 trees for each new investor that is referred to us by an existing client.

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November 3, 2023

By Scott Ronalds

Tom's column returns to the Globe and Mail

After writing a bi-weekly investment column in the National Post for the past six years, Tom Bradley is returning to the Globe and Mail.

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October 17, 2023

By Scott Ronalds

Investing alongside you since 2007. Here's just how much

One of our key business tenets is co-investment, or investing alongside our clients. Here's what it means in real money.

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October 10, 2023

By Tom Bradley

Bradley's Brief — Q3 2023

Tom Bradley's quarterly letter to clients.

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October 5, 2023

By Scott Ronalds

The corporate video is dead. Long live the corporate video

There are conflicting views around corporate videos and whether they still serve a purpose. At their core, though, they can help tell a story, explain a product/service, and bring you inside the tent. There’s value in that, in our opinion. So, we're excited to introduce 'The Steadyhand Story'.

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October 2, 2023

By Scott Ronalds

First Home Savings Accounts (FHSA) now available at Steadyhand

We’re pleased to announce that we now offer First Home Savings Accounts (FHSA)! Here's how they work and what's required to open one.

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September 21, 2023

By Neil Jensen

Evan Parubets Promoted to Head of Advisory Services Team

We’re pleased to announce that Evan Parubets has been promoted to the role of Head of Advisory Services Team.

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September 19, 2023

By Scott Ronalds

Note from an octogenarian: What can you do for me?

A self-directed investor in his mid 80's doesn't want to leave his wife in a bind if something happens to him. So he's seeking a firm he can trust to take over his portfolio. Here's how, and why, we'd love to help.

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September 14, 2023

By Scott Ronalds

Q: How much exposure do I have to China?

China is in the hot seat and confidence in its stock market is eroding. It has some clients asking what investments we own in the country. We break down our exposure and approach to investing in the region.

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September 7, 2023

By Scott Ronalds

Nvidia: Why we don't own the stock

Nvidia is a great business and has quickly grown to become the fifth most valuable company in the world. But there are many risks to consider with the stock. We elaborate on why we don't own it.

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August 24, 2023

By Scott Ronalds

Why your Steadyhand portfolio is focused on sleep-at-night companies

With parts of the market once again seeing dramatic moves, steady companies are increasingly the focus of our funds. Here are a few examples.

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July 10, 2023

By Tom Bradley

Bradley's Brief — Q2 2023

Tom Bradley's quarterly letter to clients.

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July 5, 2023

By Scott Ronalds

Meet Samantha Warszawski, our Newest Investor Specialist

Born and raised in Toronto, our newest Investor Specialist has a love for numbers, nature, news, fashion, coffee, and dogs. Meet Samantha Warszawski.

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June 14, 2023

By Scott Ronalds

Introducing the Steadyhand Retirement Withdrawal Program

We're excited to launch a new program designed to help retirees draw a steady income from their portfolio — a paycheque, in essence — without having to worry about selling their investments at the wrong time (i.e., when markets are down).

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June 1, 2023

By Scott Ronalds

Transfer Fee Reimbursement Program

Steadyhand will reimburse all transfer fees (up to $150 plus tax) for existing clients who move an account(s) to us worth $5,000 or more from another financial institution between July 1 and August 31, 2023.

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May 30, 2023

By Scott Ronalds

Summer Reading

Summer is just around the corner. We've got your literature needs covered.

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April 27, 2023

By Scott Ronalds

Steadyhand Savings Fund: Fee Increase

A fee increase is never a popular decision for a firm that prides itself on being highly investor-centric. But in the case of our Savings Fund, it’s time. We explain.

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