Glance at performance and 2020 looks like any other year. But the numbers don't tell the full story. Our Q4 Report provides some perspective.

Read Q4 Report

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Latest News

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January 18, 2021

Divergent Returns

When Canadians open their account statements over the next few weeks, the range of returns for 2020 will be as wide as ever. Here are some of the reasons for the huge disparity.

January 11, 2021

Q4 Report

If you just glance at the final performance numbers, 2020 looks like any other year. Yet, the numbers don't tell the full story. Our Q4 Report provides some perspective.

Upcoming Events

February 16, 2021

Intro to Steadyhand (webinar)

Want to learn more about Steadyhand? Tune into our webinar for a rundown of what we're all about on Tuesday, February 16!

Advice: a key part of our offering

Learn More

01

We explore your objectives and situation. Then we recommend the mix of stocks and bonds best suited for you—what we call a Strategic Asset Mix (SAM).

02

We construct a portfolio with you using a mix of our funds that best reflects your SAM. And we help you manage it over time.

03

When the markets act up, we’re here to provide a steady hand.

Our Approach

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

The Globe and Mail

You can't find active management with this level of service at such a low fee anywhere else.

MoneySense

Firmly committed to transparency... a rare and welcome occurrence in this industry.

Financial Post

In many ways, the firm has provided the very things we’ve been screaming for in a fund company.

Morningstar

Timely and informative communications, and the personal touch [of] a small firm.

Toronto Star

A simpler, more rewarding way to invest.

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