Understanding your financial goals is our top priority. Our client service team are seasoned pros who are ready to listen, ultra-accessible, and focused on providing clear-cut advice.
Our world-class fund managers are focused on making you money, not chasing indexes or the flavour of the month. Just tried-and-true investment management.
You have confidence knowing we’re invested alongside you—over 80% of our team’s own financial assets are invested in our funds. Indeed, we eat our own cooking.
You’ll always get the straight goods, from total transparency in our reporting and communications to how we run our business. We’ve built our reputation on being an open book.
Let's Chat. We're Here To Help.
You can reach us at 1 (888) 888-3147 7am to 5pm PST Mon-Fri. We answer all calls
within 10 seconds, over 90% of the
time. Or, book a meeting with one of our Investor Specialists.
An increasing number of investment managers and brokerages have raised their minimum investment requirements in recent years, resulting in more investors becoming 'non-profile' clients and being asked to find a new home. We explain.
With the American election just three weeks away, we explore the historical patterns of stock market performance under Democratic and Republican presidents, and the relationship between elections and market volatility.
Join us on November 13 in Toronto for a lunchtime discussion with our Equity Fund manager, Nessim Mansoor. Learn what Nessim and his team look for in a business, where they’re seeing opportunities, and areas of the market they’re approaching with caution.
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.
Advice is an integral part of our offering and is included as part of our all-in fund fees. We encourage you to take us up on it.
The first step we take is to explore your personal financial situation and objectives. We aim to get a good grasp of your unique circumstances
by asking about things such as your financial goals, tolerance for risk, and debt, among others. After we get to know you, we
move on to building a custom portfolio. We’ll recommend a Strategic Asset Mix (SAM) for you. This is simply a long-term mix of stocks
and bonds that we feel will provide you with the best opportunity to meet your objectives. Next, we’ll suggest a mix of our funds to
get you to your SAM. Once your portfolio is set up, the market will do its thing. And we’ll do ours. We’re here to provide a steady hand
through our ongoing communications and reporting. To read more about our advice offering, click here.
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.
Our fund fees range from 0.45% to 1.78% (our most popular fund, the Founders Fund, has a fee of 1.34%). These costs are all-in.
We do not charge any transaction fees, administrative fees, or exit fees in the event you choose to close your account.
In addition to our low base fees, we offer reductions based on the size of your assets with Steadyhand and your
tenure with the firm. Fee reductions are made in the form of special distributions of additional fund units at month-end. Our Fee
Reduction Program is designed to reward investors who have entrusted significant assets with Steadyhand, as well as long-standing investors in our funds.
Our average client’s fee is around 1.0%, which is among the lowest in our industry and considerably less than the fees charged by the big banks.
Many, although not all, discount brokerages and advisory firms offer our funds. We do not pay trailing commissions to third parties and as a
result, some firms choose not to offer our funds. Unfortunately, we have no control over which firms choose to include us on their platform.
The Fund codes for the Steadyhand funds are as follows:
Steadyhand Savings Fund - SIF110
Steadyhand Income Fund - SIF120
Steadyhand Founders Fund - SIF125
Steadyhand Builders Fund - SIF128
Steadyhand Equity Fund - SIF130
Steadyhand Global Equity Fund - SIF140
Steadyhand Small-Cap Equity Fund - SIF150
Steadyhand Global Small-Cap Equity Fund - SIF160