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.

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.

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“It was the right decision”

Hélène's story about her decision to invest with Steadyhand

Latest News & Views

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Inside Steadyhand·October 14, 2026

Five rules for investors drowning in AI news

You can read articles and reports about artificial intelligence every minute of every day. I feel like I am. AI has it all. It’s exciting, confusing, mind-blowing, complicated, and of course, scary. And given its newness, AI’s potential is limited only by one’s imagination. Bill Gates said in a recent interview: “There’s never been a product less understood in terms of what its capabilities are.” No matter what AI means to you, it’s worth thinking about how you’re consuming all this information.

Inside Steadyhand·October 8, 2026

A New Option – The Purpose Active Suite

We have some exciting news to share. We’re adding to the investment options at Steadyhand. The Purpose Active Suite, managed by Craig Basinger (Chief Market Strategist, Purpose Investments), is now available to our clients. Craig has been running these three funds – the Purpose Active Conservative, Active Balanced and Active Growth Funds – since 2023, and the same strategies as separately managed accounts since 2015. And now we are introducing the Steadyhand Class, versions of these funds specifically for Steadyhand clients.

Inside Steadyhand·September 28, 2026

Investors can’t control the markets. Here are six things they can.

Are you doing all you can to control the things that you can control? As I wrote recently, there are plenty of factors in the investment landscape you can’t control, such as the AI revolution, geopolitical dysfunction and seemingly unchecked speculation. It feels worse right now, but the fact is, the path of investment returns is always unknowable and beyond your control. There are strategies and habits, however, that will give you the best chance of success, no matter what AI or U.S. President Donald Trump do, or how your portfolio gets to its destination.

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.

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A simpler, more rewarding way to invest.

Get started with as little as $10,000.

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“I can't think of anyone I would trust more with my money.”

Frequently Asked Questions

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Steadyhand 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.