Blog

Cutting Through the Noise


March 20, 2024

By Scott Ronalds

Let's talk about the Costco hot dog. And why investment firms should take note

Costco's iconic hot dog combo is the epitome of a good deal that gets better over time. We take this concept to heart with our fee structure.

Read More

March 13, 2024

By Scott Ronalds

Steadyhand tax documents: All you need to know

To assist with your tax filing, we review the tax documents you've received from us this year along with a brief explanation of their purpose.

Read More

February 20, 2024

By Scott Ronalds

What is an Advice-Only Planner? A conversation with Julia Chung

David Toyne and Julia Chung discuss the evolving landscape of financial planning and why you might consider working with an AOP.

Read More

February 7, 2024

By Scott Ronalds

One woman's story about her decision to invest with Steadyhand

Meet Hélène, a remarkable woman who shares her story about investing with Steadyhand.

Read More

February 5, 2024

By Scott Ronalds

3 key retirement tax credits you should know about

In our latest Coffee Break, Owen Winkelmolen, an independent advice-only financial planner, shares some valuable insights on how to lower your tax bill in retirement.

Read More

January 17, 2024

By Scott Ronalds

The benefits of diversification — 2023

A colourful look at the benefits of diversification.

Read More

January 1, 2024

By Scott Ronalds

Important TFSA & RRSP Numbers for 2024

As we step into a new year, it’s timely to highlight a few important financial numbers for 2024.

Read More

December 27, 2023

By Scott Ronalds

5 big stories in 2023 that impacted the world and investment portfolios

A look at five big stories that impacted the world and investment portfolios in 2023: interest rates, war, artificial intelligence, the Magnificent Seven, and medical breakthroughs.

Read More

December 12, 2023

By Scott Ronalds

How to protect yourself, and your finances, from frauds and scams

Financial frauds and scams have become increasingly sophisticated, and the consequences of taking the bait can be severe. In our latest Steadyhand Café, two subject matter experts provide tips and insights on how to protect yourself from being a victim.

Read More

November 30, 2023

By Scott Ronalds

Year-end distributions

All you need to know about distributions, and the estimated year-end figures for our funds.

Read More

November 27, 2023

By Scott Ronalds

Thinking of opening a First Home Savings Account (FHSA)? Here’s a few reasons to consider doing it before the end of the year

The newly-launched First Home Savings Account has some unique features that can make it beneficial to open an account before the end of the year. We explain.

Read More

November 23, 2023

By Scott Ronalds

Steadyhand Equity Fund: Manager Update

Gord O’Reilly, the lead manager of the Steadyhand Equity Fund since its inception, will be retiring at the end of the year. While Gord has done a great job for our clients, we're nonetheless excited to introduce the new lead manager, Nessim Mansoor.

Read More

November 16, 2023

By Scott Ronalds

Steadyhand partners with Tree Canada to celebrate client referrals

We're grateful for the support our clients have shown our business by spreading the word about Steadyhand. In recognition, we’ve partnered with Tree Canada to plant 10 trees for each new investor that is referred to us by an existing client.

Read More

November 14, 2023

By Scott Ronalds

November 23 Webinar: How to protect yourself, and your finances, from frauds and scams

Financial frauds and scams have become increasingly sophisticated, and the consequences of taking the bait can be severe. At our November 23 webinar, two experts on the topic will discuss valuable insights and tips on how to protect yourself.

Read More

November 3, 2023

By Scott Ronalds

Tom's column returns to the Globe and Mail

After writing a bi-weekly investment column in the National Post for the past six years, Tom Bradley is returning to the Globe and Mail.

Read More

October 30, 2023

By Scott Ronalds

Cash isn't king, but it's princely at least

You can now get a yield of 5% or more on your cash by investing in a GIC or money market fund. But here's why the return on cash is still no substitute for assets better geared to provide your portfolio with long-term growth — namely stocks, and yes, bonds.

Read More

October 23, 2023

By Scott Ronalds

What you can expect from the Canada Pension Plan (CPP), and why it won't run dry anytime soon

A look under the hood of the CPP, what you can expect to collect in retirement, and why the Plan is on sold footing for the foreseeable future.

Read More

October 17, 2023

By Scott Ronalds

Investing alongside you since 2007. Here's just how much

One of our key business tenets is co-investment, or investing alongside our clients. Here's what it means in real money.

Read More

October 5, 2023

By Scott Ronalds

The corporate video is dead. Long live the corporate video

There are conflicting views around corporate videos and whether they still serve a purpose. At their core, though, they can help tell a story, explain a product/service, and bring you inside the tent. There’s value in that, in our opinion. So, we're excited to introduce 'The Steadyhand Story'.

Read More

October 2, 2023

By Scott Ronalds

First Home Savings Accounts (FHSA) now available at Steadyhand

We’re pleased to announce that we now offer First Home Savings Accounts (FHSA)! Here's how they work and what's required to open one.

Read More

September 19, 2023

By Scott Ronalds

Note from an octogenarian: What can you do for me?

A self-directed investor in his mid 80's doesn't want to leave his wife in a bind if something happens to him. So he's seeking a firm he can trust to take over his portfolio. Here's how, and why, we'd love to help.

Read More

September 14, 2023

By Scott Ronalds

Q: How much exposure do I have to China?

China is in the hot seat and confidence in its stock market is eroding. It has some clients asking what investments we own in the country. We break down our exposure and approach to investing in the region.

Read More

September 11, 2023

By Scott Ronalds

The Guaranteed Income Supplement (GIS)

The Canadian Guaranteed Income Supplement (GIS) can provide over $12,000 per year of tax-free retirement income. We walk through how the government program works.

Read More

September 7, 2023

By Scott Ronalds

Nvidia: Why we don't own the stock

Nvidia is a great business and has quickly grown to become the fifth most valuable company in the world. But there are many risks to consider with the stock. We elaborate on why we don't own it.

Read More

August 24, 2023

By Scott Ronalds

Why your Steadyhand portfolio is focused on sleep-at-night companies

With parts of the market once again seeing dramatic moves, steady companies are increasingly the focus of our funds. Here are a few examples.

Read More