Blog

Cutting Through the Noise


November 7, 2024

By Scott Ronalds

Advice 2.0: Redefining the scope of our advisory services

You may not have been aware that we offer personalized advice on important issues such as asset mix, tax efficiency, and retirement income planning. This is now laid out more explicitly on our site.

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October 23, 2024

By Scott Ronalds

Are you a ‘non-profile’ client? The changing face of investment management

An increasing number of investment managers and brokerages have raised their minimum investment requirements in recent years, resulting in more investors becoming 'non-profile' clients and being asked to find a new home. We explain.

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October 10, 2024

By Scott Ronalds

Bonds on the rise: Understanding the recent surge

It might surprise you to hear that bonds are up 13% over the past year (ending September 30). Even better, our Income Fund is up nearly 15%. To understand this welcome turnaround, a little recent history is helpful.

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October 3, 2024

By Scott Ronalds

Putting our money where our mouth is: Co-investment update 2024

At Steadyhand, we believe in investing alongside our clients — what we like to call “eating our own cooking.” Here's what it means in real money.

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October 1, 2024

By Scott Ronalds

How long will my money last?

It’s a question we get often, ‘How long will my money last in retirement?’ Check out our simple calculator — aptly named Will the Money Last? — to estimate the longevity of your portfolio.

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September 26, 2024

By Scott Ronalds

Join us for an exclusive lunchtime discussion with our Equity Fund manager, Nessim Mansoor, in Toronto

Join us on November 13 for a conversion with our Equity Fund manager on a range of timely topics.

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September 11, 2024

By Scott Ronalds

The power of your referrals

Four out of five clients come to us through word of mouth. We greatly appreciate these introductions, and to make referring us easier, we’ve added a new feature on our website. And for every new client you refer, we’ll plant 10 trees in partnership with Tree Canada.

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August 6, 2024

By Scott Ronalds

CPP Timing Tips

We speak with independent financial planner Jason Evans about some of the intricacies of the Canada Pension Plan, including the best time to start taking benefits.

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July 25, 2024

By Scott Ronalds

Moves like Jagger: A few thoughts on retirement investing

It's hard to believe that Mick Jagger and Keith Richards are octogenarians. They blew the roof off BC Place earlier this month, proving that age is just a number — and the old thinking on retirement is, well, old. Same goes for investing during this phase of life.

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July 8, 2024

By Scott Ronalds

Saving for a home: Comparing the RRSP, TFSA, and FHSA

If you're saving for a first home, you might be wondering which account type makes the most sense. We take you through the various benefits and drawbacks of the RRSP, TFSA, and FHSA.

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June 25, 2024

By Scott Ronalds

Our Transfer Fee Reimbursement Program Returns!

From July 1 to September 30, move an account to us from another financial institution and say goodbye to those dreaded transfer fees — we’ve got them covered, up to $150.

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June 24, 2024

By Scott Ronalds

Wondering what your CPP and OAS payments will be, and when to take them? Check out these calculators

If you're nearing retirement or planning for this phase of your life, you're probably wondering how much you can expect annually from the CPP and OAS. Enter our two handy calculators.

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June 10, 2024

By Scott Ronalds

Demystifying mortgage life insurance and property title insurance

Vancouver mortgage specialist Ray Macklem explains what you need to know about mortgage life insurance and property title insurance.

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June 5, 2024

By Scott Ronalds

Summer Reading 2024

8 steadyhand-picked books for the summer.

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May 30, 2024

By Scott Ronalds

Where to From Here? — The Video

A recording of our recent client presentation in Toronto, where we share our thoughts on the current investment landscape, discuss a handful of portfolio holdings, and provide an update on our advice offering.

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May 27, 2024

By Scott Ronalds

Inflation survival tips: Managing rising costs in Canada

We dive into the rising cost of living, and its impact on financial planning and expense management, with Christine White, a Certified Financial Planner with Money Coaches Canada.

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May 13, 2024

By Scott Ronalds

Mortgages in Canada - Everything you need to know

We demystify the process of securing a mortgage in Canada, a crucial step towards achieving the dream of home ownership. Whether you're a first-time buyer or looking to refinance, you'll find this discussion invaluable.

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April 29, 2024

By Scott Ronalds

Strategies for drawing income from your retirement portfolio

A key concern for investors in or nearing retirement is the question of how to best draw a reliable and steady income from your portfolio. We dive into the topic with financial planner Janet Gray.

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April 16, 2024

By Scott Ronalds

Investing in the EV race: Why our money is on the wheels that make it go round

Electric vehicles are the future, making the industry a compelling investment opportunity. Yet many of the manufacturers generate inconsistent profits and their stocks are highly volatile. Michelin represents another way to participate in the industry's growth. Here's why we own the stock.

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April 11, 2024

By Scott Ronalds

10 tax tips to optimize your return

Tax expert Joe Collins shares his top 10 tips to get the most out of your return.

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April 2, 2024

By Scott Ronalds

The ins and outs of cross-border financial planning

If you're a Canadian living in the U.S. or an American working in Canada, you're bound to run into some financial and tax planning complexities. Cross-border expert Andrea Thompson shares valuable insights into navigating these challenges and ensuring financial peace of mind.

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March 20, 2024

By Scott Ronalds

Let's talk about the Costco hot dog. And why investment firms should take note

Costco's iconic hot dog combo is the epitome of a good deal that gets better over time. We take this concept to heart with our fee structure.

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March 13, 2024

By Scott Ronalds

Steadyhand tax documents: All you need to know

To assist with your tax filing, we review the tax documents you've received from us this year along with a brief explanation of their purpose.

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February 20, 2024

By Scott Ronalds

What is an Advice-Only Planner? A conversation with Julia Chung

David Toyne and Julia Chung discuss the evolving landscape of financial planning and why you might consider working with an AOP.

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February 7, 2024

By Scott Ronalds

One woman's story about her decision to invest with Steadyhand

Meet Hélène, a remarkable woman who shares her story about investing with Steadyhand.

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