Blog: Cutting Through the Noise
Postings
Job Opportunity: Investor Specialist
Excerpt from Neil Jensen's blog on April 30, 2013
We are currently seeking candidates for a permanent, full-time Investor Specialist. As part of this diverse role, the team member will work directly with clients to help them achieve their investment objectives. Direct industry experience is a requirement...Read More
Job Opportunity: Office Manager/Admin Assistant
Excerpt from Neil Jensen's blog on January 7, 2013
We are currently seeking candidates for a permanent, full-time Office Manager/Administrative Assistant. As part of this diverse role the team member will be involved in many facets of our business, including maintaining the office, managing...Read More
Job Opportunity: Office Manager
Excerpt from Neil Jensen's blog on May 10, 2012
We are currently seeking candidates for a permanent, part-time or full-time Office Manager. As part of this diverse role, the team member will be involved in many facets of our business, including maintaining the office, managing vendors, coordinating client...Read More
Job Opportunity: Mutual Funds Operations
Excerpt from Neil Jensen's blog on March 12, 2012
We are currently seeking candidates for a permanent, full-time operations position. As part of the role, the team member will process account applications and trade documents, manage the account transfer process, reconcile daily valuations, and take...Read More
Experience with Self-publishing Tom's New Book
Excerpt from Neil Jensen's blog on December 10, 2010
We've compiled four years of Tom's articles and blogs into a new book titled It's Not Rocket Science: Plain-English Advice for Managing Your Investments. The pieces are short narratives that reinforce some of the basic, yet most important, principles of investing...Read More
How We Calculate and Pay Out Fee Rebates
Excerpt from Neil Jensen's blog on November 4, 2010
As I outlined in an earlier post, we feel that our fee reduction program is unique in rewarding clients who entrust more of their money with us, and who keep it with us for an extended time. In this posting, I’ll delve in to some of the gory details of how we...Read More
Our Clients Refer us the Old Fashioned Way - Because they Want to
Excerpt from Neil Jensen's blog on June 23, 2010
Last week I published our deliberations on whether to launch a client referral program. We had good response via the blog’s comments, email, and in person. In part this was because we asked for feedback, and in part it was because our clients were...Read More
Musings on a Possible Customer Referral Program
Excerpt from Neil Jensen's blog on June 14, 2010
Everyone in the investment industry knows that summer is a slow time for opening new accounts. It's a given that we should accept that investors go on holiday and the last thing they want to think about is retirement planning, let alone the perceived headache...Read More
The Power of Checklists
Excerpt from Neil Jensen's blog on July 6, 2008
I've long had an interest in formal business rules specifications and systems for managing enterprise business rules. Despite seeing the value in managing business rules explicitly, I've never been able to see how relatively small organizations like Steadyhand would have the ...Read More
Steadyhand Wins Coveted Lippy Awards
Excerpt from Neil Jensen's blog on April 16, 2008
Vancouver, April 16, 2008 - Steadyhand Investment Funds is proud to announce that they are the recipient of two Lippy Awards. The prestigious awards are presented for excellence in the fields of mutual fund performance and marketing. The firm is particularly ...Read More
Our T3 Mess
Excerpt from Neil Jensen's blog on March 31, 2008
One of our promises to our clients is that we will reduce or eliminate paper mailings. Unfortunately we have to deliver tax documents (contribution receipts and T3's) to our clients via paper. The problem is that each of our mutual funds ...Read More
Tom on The Wealthy Boomer
Excerpt from Neil Jensen's blog on February 18, 2008
Jonathan Chevreau of the Financial Post interviews Tom about Steadyhand (part 1) and five myths of investing (part 2). See the videos here . ...Read More
