Blog

Cutting Through the Noise


July 5, 2023

By Scott Ronalds

Meet Samantha Warszawski, our Newest Investor Specialist

Born and raised in Toronto, our newest Investor Specialist has a love for numbers, nature, news, fashion, coffee, and dogs. Meet Samantha Warszawski.

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June 22, 2023

By Scott Ronalds

She moves in mysterious ways

The stock market moves in mysterious ways. Lately, just seven tech-related stocks have been propelling the U.S. index higher and opinions abound on whether this is healthy or not. We weigh in with our take on the current situation.

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June 14, 2023

By Scott Ronalds

Introducing the Steadyhand Retirement Withdrawal Program

We're excited to launch a new program designed to help retirees draw a steady income from their portfolio — a paycheque, in essence — without having to worry about selling their investments at the wrong time (i.e., when markets are down).

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June 1, 2023

By Scott Ronalds

Transfer Fee Reimbursement Program

Steadyhand will reimburse all transfer fees (up to $150 plus tax) for existing clients who move an account(s) to us worth $5,000 or more from another financial institution between July 1 and August 31, 2023.

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May 30, 2023

By Scott Ronalds

Summer Reading

Summer is just around the corner. We've got your literature needs covered.

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May 23, 2023

By Scott Ronalds

FHSA explained: New account type for Canadian first-time home buyers

All you need to know about the First Home Savings Account (FHSA), a new account type for prospective first-time home buyers.

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April 27, 2023

By Scott Ronalds

Steadyhand Savings Fund: Fee Increase

A fee increase is never a popular decision for a firm that prides itself on being highly investor-centric. But in the case of our Savings Fund, it’s time. We explain.

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April 24, 2023

By Scott Ronalds

Tax tips for the home stretch — and the long run

With the tax filing deadline fast approaching (Monday, May 1), we offer up some tips and strategies to keep more money in your pocket in the near term and over the long run.

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April 13, 2023

By Scott Ronalds

Estate Planning, Part 2: Passing your wealth to the next generation, probate tips, and understanding trusts

Estate planning experts Lucy Main and Julia Chung discuss probate tips, passing your wealth to the next generation, and a primer on trusts.

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March 30, 2023

By Scott Ronalds

Coming to Saskatchewan, May 2-5

Two of our senior Investor Specialists, Evan Parubets and Lori Norman, will be in Saskatoon and Regina in early May to meet with clients and investors interested in learning more about Steadyhand.

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March 16, 2023

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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March 9, 2023

By Scott Ronalds

Retirement seemed further away back then

With the proper investment footing, there’s no reason the last third of your life can’t be as vibrant as the first third. If you've got questions on retirement, we're here to help.

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February 16, 2023

By Scott Ronalds

Video: Tax Planning Tips With the A-Team

Subject experts Tim Cestnick and Cynthia Kett provide tax-related tips and insights on debt and leverage, trusts and corporations, life insurance, charitable giving, and more.

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February 13, 2023

By Scott Ronalds

Video: The 3 main types of investments (Investing 101)

Lisa breaks down the three fundamental types of investments — stocks, bonds, and cash.

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January 30, 2023

By Scott Ronalds

Tax Planning Tips With the A-Team: Webinar, February 9

You work hard for your money. And you deserve to keep more of it. Learn savvy tax tips from two subject experts, Tim Cestnick and Cynthia Kett, at our complimentary webinar.

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January 26, 2023

By Scott Ronalds

Video: 10 ways to meet and keep your new year money goals

Associate Investor Specialist Lisa Guo shares some tips to help you stay on track with your financial goals.

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January 19, 2023

By Scott Ronalds

Year-end Review and Investment Outlook (Video)

A recap of 2022 and a discussion on interest rates, inflation, and when things will get better.

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January 16, 2023

By Scott Ronalds

The benefits of diversification — 2022

A colourful look at the benefits of diversification.

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January 2, 2023

By Scott Ronalds

Important TFSA & RRSP Numbers for 2023

As we step into a new year, it’s timely to highlight a few important financial numbers for 2023.

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December 29, 2022

By Scott Ronalds

The big stories of 2022

It can be helpful to reflect back on some of the year’s biggest stories and events when thinking about the outlook for your portfolio. Here, we walk through some of the key happenings that 2022 will be remembered for.

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December 22, 2022

By Scott Ronalds

Saga of the Cariboo Camels

What the story of 23 camels brought to the Cariboo in the 1860's can teach us about culling an investment.

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November 30, 2022

By Scott Ronalds

Year-end distributions

All you need to know about distributions, and the estimated year-end figures for our funds.

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November 3, 2022

By Scott Ronalds

Savings Fund yield on the rise

Savers haven’t had much to cheer about over the last decade, with short-term interest rates at rock-bottom levels. Well, no longer. Rates have risen significantly this year, and the yield on our Savings Fund has followed suit.

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October 31, 2022

By Scott Ronalds

Chris Stephenson recognized as one of Canada’s top financial advisors

We’re pleased to announce that Investor Specialist Chris Stephenson has been recognized as one of the country’s best financial advisors in the 2022 Report on Business ranking of Canada’s Top Wealth Advisors.

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October 26, 2022

By Scott Ronalds

Stocks are down a lot, is it time to 'start the car'?

Is it time to back up the truck on stocks? I’d say no. But it’s a decent sale, nonetheless.

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