Origin

Steadyhand was born out of frustration and a desire for something better. After dipping his toes into early retirement, Tom Bradley, a seasoned industry veteran, wanted to find a firm that would manage his family's money. But it wasn’t that easy. This is our story.

It was 2006 and the investment industry was increasingly dominated by the banks. Over two decades of experience taught Tom that their bottom line is much more important than his. They were off the list.

To complicate matters, he was really picky. Tom didn’t want firms that were too big, too greedy (through high fees) or too hung up on tracking an index. This meant most traditional mutual fund managers didn’t make the cut. He was looking for stock pickers who had a proven approach, excellent track record, and deep passion for investing—true ‘investment geeks’.

So, he turned to his rolodex and hit the road. Along the way he came across some great firms, but they each excelled at one specific discipline. There were leaders in North American stocks, small-cap experts, savvy global stock pickers, and shrewd bond managers. Finding a shop that covered the waterfront was a challenge, and Tom came to the realization that he would need to go with a stable of managers, which meant dealing with multiple relationships, numerous levels of reporting, varying fee arrangements, and no clear snapshot of his overall holdings and performance.

Then it hit him. Wouldn’t it be great to offer this caliber of money management—which was geared towards high-net-worth individuals—to all investors? Putting it under one umbrella would mean clear reporting and enough scale to keep fees low.

Enter the tech guy, Neil Jensen. In his previous life at PH&N, Tom had worked with Neil and the two had kept in touch. Tom always wanted to work again with Neil, so he shared his vision for a new kind of investment firm. Jensen was intrigued. He saw the potential of the internet to level the playing field between the Goliaths and the Davids, and being a tech geek, he saw an opportunity to do some cool things that others couldn’t … or wouldn’t.

The juices started flowing and the passion project gained steam. Its code name—steadyhand—reflecting their belief that an investor’s behaviour is the most critical factor in achieving strong long-term returns.

Starting an investment firm with a fresh sheet of paper had a lot of allure. If it was to work, though, it would have to offer other features that were noticeably lacking in the industry: transparency, simplicity, friendly fees, crisp service, a human touch, and of course, a unique investment philosophy (which would later become known as undexing).

As the project gained momentum, Tom and Neil figured an important part of the firm’s DNA would be an emphasis on promoting good investing practices, offering honest, clear-cut advice, and a steady hand when needed.

With the support of their spouses, the two took the entrepreneurial leap, and Steadyhand was born in the summer of 2006. The rest, as they say, is history.

In 2025, we joined forces with Purpose Unlimited, an independent Canadian-owned financial services firm. This provides us with the resources to enhance your investing experience and expand our reach to serve the many Canadians who are poorly served by traditional financial institutions.