Inside Steadyhand·
Steadyhand presents The Commons
We're bringing back "Where to From Here" reimagined as The Commons to a city near you: an event built for those who want more than a market update.
Your financial story is unique. Let’s craft a plan for it.
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?
How we can help you achieve your goals
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.
Actual client care and clear-cut advice
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.
We focus on buying good businesses, not trading stocks
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.
Refreshingly low fees
Our fees are low, and straightforward. And we reward loyalty, because it's the right thing to do.
We put our money where our mouth is
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.
No beating around the bush
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.
Let's Chat. We're Here To Help.
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.
“It was the right decision”
Hélène's story about her decision to invest with Steadyhand
Latest News & Views
View all articlesInside Steadyhand·
As private assets become a commodity, will it diminish returns?
Private assets are becoming a large part of the investment landscape and, like their public brethren, are steadily being commoditized. Funds are available to a broader range of investors, including individuals, and transacting is easier than ever. There’s more change coming, but first let’s look at how public and private markets got to where they are now.
Inside Steadyhand·
Six signs a stock market bubble is ready to burst
The word “bubble” has been bandied around for a few years now. The b-word has been linked to bitcoin, private equity (backlog of businesses for sale), private debt (redemption problems), and of course, the AI buildout. There’s nothing yet to show for all the buzz, but the word continues to be well used.
4 out of 5 clients came to us through someone they trust.
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.
A simpler, more rewarding way to invest.
Get started with as little as $10,000.
“I can't think of anyone I would trust more with my money.”
Frequently Asked Questions
View all FAQsSteadyhand 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.