Everyone can use a little steady.

At Steadyhand, we offer expert advice and a personalized plan to help you achieve your financial goals. Below, you’ll discover how we work with clients and the planning services we provide.

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We specialize in partnering with mid-life professionals and retirees, but welcome investors of all ages. Our minimum investment requirement is $10,000.

While low fees and top-notch client care are essential to your experience with us, the true value lies in the guidance of a financial partner who understands your unique situation.

Meet your Investor Specialists

Our dedicated team of advisory professionals is here to be your steady hand and help you achieve your financial goals. We’re a diverse group that collaborates closely, and you can choose to work with one Investor Specialist or benefit from the expertise of our entire team.

Every investor is unique. We want to know about you.

We start by understanding your individual circumstances and goals. What line of work are/were you in? Do you have a family? What are your retirement goals? How comfortable are you with investment risk? What financial challenges do you want to overcome? Do you have any charitable or legacy ambitions?

We also aim to incorporate any other financial assets, income streams, pensions, debt, and insurance plans you may have into your plan and will explore these topics with you. And if you’ve got a favourite Dad/Mom joke, we need to hear it.

Crafting a customized plan

Once we have a clear understanding of your situation and goals, we craft a personalized plan. This involves advising you on the best account types for your objectives and tax considerations, recommending a Strategic Asset Mix (a target breakdown of stocks, bonds, and cash), and discussing any automated purchase plans or withdrawal strategies that can simplify your financial life.

Putting the plan into action

With a strategy in place, we put it into action by helping you construct a portfolio using our family of investment funds. We’ll discuss fees and performance expectations to ensure you fully understand what to expect from our partnership. We aim to make the process hassle-free by assisting with the paperwork and taking the lead on any assets being transferred from other institutions.

Ongoing advice and support

This is where we live up to our name. We provide clear-cut advice to keep you informed and confident about your plan and investments. Our Investor Specialists are always available to guide you on financial matters, address portfolio concerns, or answer any questions you might have.

We also offer continuous support through our communication channels, which include easy-to-read account statements and quarterly reports, regular blogs and videos on investment matters of interest, a popular monthly newsletter, and periodic special events.

The next step

We’d love to connect to learn about your personal financial story and discuss how we can help you achieve your financial goals. Whether meeting face-to-face in our offices in Vancouver and Toronto, or through virtual meetings across Canada, we’re highly accessible.

Book a meeting with one of our Investor Specialists or call us at 1-888-888-3147 from 7am to 5pm PT Mon-Fri. We answer all calls (with a live professional) within 10 seconds, over 90% of the time.

We encourage you to check out our Google Reviews for a firsthand look at how we’re providing a better investing outcome and a simpler, more human experience to thousands of Canadians.