Our Company

We created Steadyhand to provide you with a better investing outcome and a simpler, more human experience.

It goes without saying that you want to achieve your investment goals. You may also want help setting up a plan to get you there. Crisp service, low fees, candid reporting, and a tried-and-true investment approach are must-haves on your list. And you want a money manager that can help you weather the ups and downs of the markets with confidence. We built Steadyhand for you.

Our only business is managing money. We've been doing so since 2007 and oversee more than $1 billion in investments for over 3,500 Canadians. Our clients enjoy access to world-class fund managers and a level of financial stewardship that you just don't find at the big banks and brokerages. And rest assured that our interests are well aligned: over 90% of our team’s financial assets are invested in our funds alongside our clients.

What you can expect

A portfolio built for you
We help you build a customized portfolio that’s best suited for your objectives by using our own investment funds. Or you can use our simple tools to construct a portfolio on your own.
View Tools

No fads
Our focus is on making you money, not tracking an index or chasing fads. This means our fund lineup is tight and our managers concentrate on a limited number of investments. We've coined our philosophy 'undexing’.
All about Undexing

Clear and reasonable fees
Importantly, there's no middleman or commissions to add to the cost or muddy the waters when you deal with us directly. Our all-inclusive fees are low, clearly reported and best of all, they go down as your portfolio grows and the longer you're a client thanks to our unique Fee Reduction Program.
More on Fees

Top-notch service
Along the way, our team of experienced Investor Specialists are readily available to assist with any questions, account inquiries, or specific advice on all things investing.

If you'd like to further explore whether Steadyhand may be a good fit for you, we’d love to have a conversation. You can reach us at 1-888-888-3147 from 7am — 5pm PST Mon-Fri. Or, book a video, phone, or in-person meeting with a member of the team.
Book a meeting

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