Your financial story is unique. Let’s craft a plan for it.

Whether you're building wealth or priming for retirement, we're here to guide you with personalized advice and an easy-to-follow plan.

Our purpose is to provide you with a better investing outcome and a simpler, more human experience — with a steady hand.

Thousands of investors have made the switch from the big banks and brokerages. Isn't it time you joined them?

How we can help you achieve your goals

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 seasoned fund managers are focused on making you money, not chasing indexes or the flavour of the month. Just tried-and-true investment management.

Our fees are among the lowest in Canada, about half of what you'll pay at a bank. And we reward client loyalty—because it's the right thing to do.

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.

Actual client care and clear-cut advice

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.

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 15 seconds, over 90% of the time. Or, book a meeting with one of our Investor Specialists.

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“It was the right decision”

Hélène's story about her decision to invest with Steadyhand

Latest News & Views

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Inside Steadyhand·August 4, 2026

Investing’s most misleading phrases - and a truth you’ll almost never hear

The investment industry is plagued with phrases and sales pitches that are either misleading, don’t tell the whole story or are just plain wrong. They’re embedded in regular conversation because they’ve been used so often. It’s said that if you hear something 30 times (let alone 3,000), it must be true. In the case of the following examples, you need to be alert – though you may never hear the last one uttered by a financial professional.

Inside Steadyhand·July 29, 2026

Summer Reading List 2026

There's something about summer that makes space for reading. The pace slows down a little. The days stretch out. And if you're lucky, you find a book that earns a permanent spot on the shelf. This year's list comes from across our team and, like our clients, we read broadly.

Inside Steadyhand·July 20, 2026

Do you know what you’re diversifying your portfolio for?

I use the word “diversification” a lot. I know the idea’s a bit basic, even boring, but over four decades I’ve watched clients with diversified portfolios build their wealth and achieve their goals.

4 out of 5 clients came to us through someone they trust.

That's not an accident. People send us the ones they care about, because they know they'll be looked after. Through October 31, our Refer-a-Friend Bonus Promotion means you'll both earn a cash bonus.

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A simpler, more rewarding way to invest.

Get started with as little as $10,000.

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“I can't think of anyone I would trust more with my money.”

Frequently Asked Questions

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Steadyhand is owned by Purpose Unlimited, an independent Canadian-owned financial services firm based in Toronto. Purpose's mission is to be the leader in modern, client-focused financial services. Assets in funds are held by third-party custodian (CIBC Mellon) and cannot be accessed for purposes other than fund investment objectives. Neither Steadyhand nor service providers have claim to fund assets—they belong to unitholders only.

Advice is included in all-in fund fees. The process explores your financial situation and objectives, builds a custom portfolio with a recommended Strategic Asset Mix (SAM), suggests fund mix to reach your SAM, then provides ongoing communications and reporting.

Licensed in British Columbia, Alberta, Saskatchewan, Manitoba, and Ontario for residents 18+. Clients range from age 18 to 90+, with portfolios from $10,000 to $10 million. Average client is mid-50s with ~$300,000 invested. Built for investors seeking clear-cut advice, friendly service, low fees, and well-defined investment approach.

Fees range from 0.40% to 1.97% (Founders Fund: 1.37%), all-in with no transaction, administrative, or exit fees. Fee reductions based on asset size and tenure. Average client fee: ~1.15%, among the lowest in the industry.

Many discount brokerages and advisory firms offer our funds. Since our funds don't pay trailing commissions, some firms choose not to include them. Contact us for fund codes for our eight fund options.