Open an Account
We encourage investors to deal with us directly. In doing so, you pay no sales charges, commissions, transaction costs or administration fees. You may also purchase our funds through a third party dealer, such as a discount broker, if you prefer. View details.
Here are the steps to follow to open an account directly with Steadyhand:
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If you have any questions at any step in the process, feel free to give us a call at 1.888.888.3147. We're here to help.
Purchases Through Third Party Dealers
In order to purchase our funds through a third party dealer, you must place your order directly with the dealer. Note that you may be charged a fee by the dealer for purchasing our funds through this channel. The same minimum investment requirements apply to purchases made through third party dealers as through purchases made directly with Steadyhand. Accounts held through dealers are eligible for our Fee Reduction Program, but multiple accounts within the same household cannot be consolidated for fee reduction purposes, as they can be if they are held directly with Steadyhand.
Our funds are available through a number of discount brokers (see updated list). If your broker does not currently offer our funds, we encourage you to contact them. Your voice is important!
For purchases made through discount brokers, our fund codes are as follows:
Steadyhand Savings Fund - SIF110
Steadyhand Income Fund - SIF120
Steadyhand Equity Fund - SIF130
Steadyhand Global Equity Fund - SIF140
Steadyhand Small-Cap Equity Fund - SIF150
Minimums
Initial Investment:
$10,000 per fund. If your aggregate investment exceeds $50,000, the minimum investment per fund is waived.
Subsequent Purchases:
$1,000 per fund for funds in which you already own units; or $10,000 per fund for funds in which you don't currently own units.
Client Reporting

Sample Statement
A snapshot of the kind of quarterly reporting you'll receive as a Steadyhand client.
