Cutting Through the Noise
December 5, 2024
The manager of our Equity Fund shares insights into his investment approach and discusses several of the fund’s holdings.
Read MoreNovember 29, 2024
All you need to know about distributions, and the estimated year-end figures for our funds.
Read MoreNovember 21, 2024
Some fascinating numbers on TFSAs. And why they should be called Tax-Free Investing Accounts instead.
Read MoreNovember 14, 2024
If you’re a do-it-yourself investor and you’re getting up in years, succession planning may be on your mind. Here are some strategies to consider.
Read MoreNovember 7, 2024
You may not have been aware that we offer personalized advice on important issues such as asset mix, tax efficiency, and retirement income planning. This is now laid out more explicitly on our site.
Read MoreOctober 23, 2024
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.
Read MoreOctober 10, 2024
It might surprise you to hear that bonds are up 13% over the past year (ending September 30). Even better, our Income Fund is up nearly 15%. To understand this welcome turnaround, a little recent history is helpful.
Read MoreOctober 3, 2024
At Steadyhand, we believe in investing alongside our clients — what we like to call “eating our own cooking.” Here's what it means in real money.
Read MoreOctober 1, 2024
It’s a question we get often, ‘How long will my money last in retirement?’ Check out our simple calculator — aptly named Will the Money Last? — to estimate the longevity of your portfolio.
Read MoreSeptember 26, 2024
Join us on November 13 for a conversion with our Equity Fund manager on a range of timely topics.
Read MoreSeptember 11, 2024
Four out of five clients come to us through word of mouth. We greatly appreciate these introductions, and to make referring us easier, we’ve added a new feature on our website. And for every new client you refer, we’ll plant 10 trees in partnership with Tree Canada.
Read MoreAugust 6, 2024
We speak with independent financial planner Jason Evans about some of the intricacies of the Canada Pension Plan, including the best time to start taking benefits.
Read MoreJuly 25, 2024
It's hard to believe that Mick Jagger and Keith Richards are octogenarians. They blew the roof off BC Place earlier this month, proving that age is just a number — and the old thinking on retirement is, well, old. Same goes for investing during this phase of life.
Read MoreJuly 8, 2024
If you're saving for a first home, you might be wondering which account type makes the most sense. We take you through the various benefits and drawbacks of the RRSP, TFSA, and FHSA.
Read MoreJune 25, 2024
From July 1 to September 30, move an account to us from another financial institution and say goodbye to those dreaded transfer fees — we’ve got them covered, up to $150.
Read MoreJune 24, 2024
If you're nearing retirement or planning for this phase of your life, you're probably wondering how much you can expect annually from the CPP and OAS. Enter our two handy calculators.
Read MoreJune 10, 2024
Vancouver mortgage specialist Ray Macklem explains what you need to know about mortgage life insurance and property title insurance.
Read MoreJune 5, 2024
May 30, 2024
A recording of our recent client presentation in Toronto, where we share our thoughts on the current investment landscape, discuss a handful of portfolio holdings, and provide an update on our advice offering.
Read MoreMay 27, 2024
We dive into the rising cost of living, and its impact on financial planning and expense management, with Christine White, a Certified Financial Planner with Money Coaches Canada.
Read MoreMay 13, 2024
We demystify the process of securing a mortgage in Canada, a crucial step towards achieving the dream of home ownership. Whether you're a first-time buyer or looking to refinance, you'll find this discussion invaluable.
Read MoreApril 29, 2024
A key concern for investors in or nearing retirement is the question of how to best draw a reliable and steady income from your portfolio. We dive into the topic with financial planner Janet Gray.
Read MoreApril 16, 2024
Electric vehicles are the future, making the industry a compelling investment opportunity. Yet many of the manufacturers generate inconsistent profits and their stocks are highly volatile. Michelin represents another way to participate in the industry's growth. Here's why we own the stock.
Read MoreApril 11, 2024
Tax expert Joe Collins shares his top 10 tips to get the most out of your return.
Read MoreApril 2, 2024
If you're a Canadian living in the U.S. or an American working in Canada, you're bound to run into some financial and tax planning complexities. Cross-border expert Andrea Thompson shares valuable insights into navigating these challenges and ensuring financial peace of mind.
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