Retirement income planning: when and how to withdraw from your registered accounts

What’s the best way to draw down your assets in retirement? In this Coffee Break episode, we’re joined again by Steve Bridge from Money Coaches Canada to explore the most effective strategies for withdrawing funds from your retirement and investment accounts in Canada. Steve shares insights on how to access your savings in the right order and at the right time—helping you reduce taxes and make your money last longer.

It's official: Steadyhand is now proudly part of the Purpose family

by Tom Bradley

We’re thrilled to share some exciting news. As of June 10, Steadyhand is officially part of the Purpose Unlimited family!

Back in March, we announced that we had accepted an offer to join Purpose, subject to regulatory and unitholder approval. Today, we’re pleased to report that everything is finalized, and we’re entering this new chapter.

This is a significant step forward for Steadyhand in our mission to deliver better investing outcomes and a simpler, more personalized experience for Canadians. By joining forces with Purpose, we’re gaining access to a broader range of expertise, tools, and resources, all of which will help us serve you better.

Over the past few months, we’ve been working closely with the team at Purpose to ensure a smooth transition and to identify aspects of our business that we can improve. One of the developments we’re most excited about is the progress we’ve made on our client portal, and we hope to roll out the enhancements later this year.

In the meantime, it’s business as usual across our investment, client service, and operations teams. While we have some exciting ideas in the pipeline, most are medium-term initiatives that we’ll share more about in due course.

As always, your feedback is important to us. If you have any questions or thoughts, we’d love to hear from you. Feel free to reach out at 1-888-888-3147.