Client Experience

We take pride in offering first-rate service and clear-cut advice. And when you call 1-888-888-3147, you’ll get a live professional within the first few rings — no phone trees or robots!

We work with Canadians at all stages of life, with portfolios ranging from $10,000 to well over $1 million. Understanding your investment goals is our top priority. Our client service team are seasoned pros who are ready to listen and ultra-accessible, whether by phone, video, or in-person. Meet some of the team and learn more about the client experience in our short video below.

What you can expect

At Steadyhand, our goal is to provide you with a simpler, more human experience. Here’s what this means.

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

Straightforward communications

We know that markets can be irrational, euphoric, and frustrating at times. Our communications aim to be timely, candid and thoughtful, so that you can make informed decisions.
Read our Blog

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

First-rate service

We're gratified to have earned a top Google rating for the quality of our service. 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 PT Monday to Friday. Or, book a video or phone call, or in-person meeting with a member of the team.
Book a call or meeting

We're not a bank.

Which means we don't have to communicate like one (phew!). Sign up for our Newsletter and Blog and join the thousands of other Canadians who appreciate the straight goods on investing.