Refer a Friend

Limited time · July – October 2026

Some things are too good not to share.

Someone who trusts us with their own money thought you should meet us. We're a Canadian investment firm — low fees, clear-cut advice, and a team that invests right alongside you.

Earn up to 0.90% on the assets you bring.

Bring $25,000 or more and you'll receive a cash bonus deposited into your Savings Fund. On $300K, that's $2,250. No commitment to register — just a conversation first.

I'm Interested

Short registration form. We'll reach out within two business days.

Your welcome bonus
You bringYou earn
$25K – $99K0.50%
$100K – $249K0.70%
$250K – $499K0.75%
$500K – $999K0.80%
$1M+0.90%
Below $25,000 no bonus is paid to either party. Deposited at month-end after a 45-day funding period. The person who referred you also receives a loyalty bonus from us. Terms and conditions apply.
Calculate your bonus
Combined assets brought to Steadyhand
$250,000
$25K$1M$5M
Your estimated bonus
$1,750
0.70% of $250,000
19 years
In business
$1.4B+
Managed
3,500+
Clients
4 in 5
Came by word of mouth

We grew because of you.

Four out of five of our clients came to us through someone just like you. This promotion is our way of saying thank you.

Earn $150 to $750 for every person you refer.

When your friend or family member opens an account and brings $25,000 or more, you'll both receive a cash bonus. Yours is based on how long you've been with us. Theirs is based on what they bring.

I'm Interested in Referring Someone

Short form — we'll take it from there.

Your referral bonus
Your friend must bring at least $25,000 for either of you to qualify.
Friend brings $25K – $99K $150
Friend brings $100K+ — loyalty multiplier
Your tenureYou earn
Under 5 years$300
5–9 years$450
10–14 years$600
15+ years$750
Up to 10 referrals. Paid into your non-registered Savings Fund at month-end after the 45-day funding period. Terms and conditions apply.
Your friend's bonus
They bringThey earn
$25K – $99K0.50%
$100K – $249K0.70%
$250K – $499K0.75%
$500K – $999K0.80%
$1M+0.90%
Below $25K, no bonus is paid to either party. Both bonuses paid at month-end after the 45-day funding period. Terms and conditions apply.

Bonuses are subject to terms and conditions. Mutual fund investments involve risk. Please read the prospectus before investing.

Questions you might have.

For the referrer: into your non-registered Savings Fund. For the new client: prorated across all your funded accounts, invested in the Savings Fund in each.
At the month-end of the month in which the 45-day funding period ends. Both people are paid at the same time. If the period ends near month-end or on a non-business day, payment may be the following month-end.
You don't need to be a client to submit the referral, but you'll need to become one and open a non-registered account within 45 days of your friend's account opening to receive your bonus. Your friend's bonus isn't affected either way.
Up to 10 during the promotion period. If you'd like to refer more, get in touch and we'll see what we can do.
45 days from account opening. The bonus is based on net contributions (deposits minus withdrawals, measured on trade date) across all your accounts. Minimum $25,000 to qualify.
$150 base bonus multiplied by your tenure at the date of payout: 2x for under 5 years ($300), 3x for 5-9 years ($450), 4x for 10-14 years ($600), and 5x for 15+ years ($750). Applies when your friend brings $100K or more. Under $100K is always $150 flat.
Yes. Your friend can receive both the referral bonus and have their transfer fees reimbursed.
Steadyhand doesn't withhold taxes on bonuses. They may be considered taxable income. We'd recommend checking with your tax advisor.