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?
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 low, and straightforward. And we reward 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.
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 low, and straightforward. And we reward 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.
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.
Hélène's story about her decision to invest with Steadyhand
This October, Steadyhand took The Commons across the country, seven cities, from Victoria to Ottawa. Lori Norman and I led the session on financial planning, and one question came up in almost every room: how much do you actually need to retire? We're going to keep answering some of your questions here over the next few posts, starting with this one.
The Oklahoma City Thunder came out of nowhere to go to the NBA finals in 2012. Unfortunately, this small-market franchise couldn’t keep its three superstars (Kevin Durant, Russell Westbrook and James Harden) and the team was gradually dismantled. In exchange for the stars, the Thunder acquired a slew of future draft picks.
This October, The Commons made its way across the country. Seven cities, one conversation, running from Victoria to Ottawa. If you were in the room, thank you. If you weren’t able to join us, here’s a look back at our conversations.
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.
Get started with as little as $10,000.
“I can't think of anyone I would trust more with my money.”
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. Our average client fee is around 1.15%, well below what you'd typically pay at a big bank.
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.
Active Conservative Fund
Global diversification with a tilt towards bonds
Active Balanced Fund
A balanced global mix of stocks and bonds
Active Growth Fund
A growth-focused global mix, heavily weighted toward stocks
Savings Fund
A place to park your money
Income Fund
A steady source of income
Founders Fund
A balanced mix of stocks and bonds
Builders Fund
A one-stop solution for growth-oriented investors
Equity Fund
North American-focused stocks to grow your wealth
Global Equity Fund
The scope to go anywhere in the world
Small-Cap Equity Fund
Small companies with big potential
Global Small-Cap Equity Fund
Global small companies with big potential
Global High Income Fund
Macro-focused, globally diversified equity income. Coming soon
Active Equity Fund
All-stock exposure, anywhere in the world. Coming soon
Longevity Pension Fund
Built to turn retirement savings into income for life. Coming soon
