Our Company

Steadyhand offers a better way to invest. Our funds, investment strategy and advice are focused on producing higher client returns and a simpler, more human experience.

We believe that investing doesn't have to be as painful and stressful as it often is. Our straightforward lineup of funds, easy-to-follow investment advice and candid reporting enable our clients to weather the ups and downs of the markets with confidence.

We've been around nine years now and manage more than half a billion dollars in investments for nearly 3,000 Canadians. Our clients enjoy direct access to world-class fund managers and a level of genuine financial stewardship that you just don't find at the big banks and brokerages.

Approach

We help our clients build customized portfolios using our own equity and fixed income funds. Our focus is on making money, not tracking an index or chasing fads. This means our fund lineup is tight and our managers concentrate on a limited number of holdings. Read more on our investment philosophy below – we call it ‘undexing’.

Importantly, we put our money where our mouths are: over 85% of our financial assets, on average, are invested in our funds alongside our clients.

Further, there's no middleman or commissions to muddy the waters or add to the cost 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've been a client thanks to our Fee Reduction Program.