If you've ever felt that your finances are more complicated than they need to be, you're not alone.

Most people accumulate accounts over time—an RRSP from a former employer, a TFSA at the bank, investments spread across different institutions. Each one made sense at the time. But collectively, it becomes hard to see what you actually own or whether your portfolio is working together.

Bringing everything into one place changes that. You see your full asset mix clearly. You understand your diversification. You make decisions with the complete picture—not fragments of it.

To make that easier this year, we're offering a 1% bonus when you transfer (or contribute) $25,000CAD or more (per account) by May 31, 2026.

That's $500 on $50,000. $1,000 on $100,000. $2,500 on $250,000.

We'll also cover your reasonable transfer fees (of up to $150 plus HST), and we handle most of the paperwork. You just need to register first—assets only qualify after you're registered.

Important Information:

• All investments with us are in Steadyhand proprietary mutual funds.
• The bonus is paid in two installments (July 2026 and February 2027) directly into your account.
• You must register for the offer before transferring assets.
• This offer is intended to help offset transfer costs and is not a recommendation to consolidate. Please consider whether this is suitable for your financial situation.
• Consolidating accounts may have tax implications or affect your investment strategy. We encourage you to speak with a qualified advisor before making changes.

Register Now

Questions? Call us at 1-888-888-3147.

Steadyhand

P.S. The bonus is paid in two installments (July 2026 and February 2027) directly into your account. Full details on the program page.