Savings Fund
A place to park your money
Income Fund
A steady source of income
Founders Fund
A balanced mix of stocks and bonds
Builders Fund
A one-stop solution for growth-oriented investors
Equity Fund
North American-focused stocks to grow your wealth
Global Equity Fund
The scope to go anywhere in the world
Small-Cap Equity Fund
Small companies with big potential
Global Small-Cap Equity Fund
Global small companies with big potential
Most people who save consistently are doing the hard part. But there's a difference between having a portfolio and knowing what it can actually do for you — whether you're approaching retirement, already in it, or planning a major purchase. That gap is more common than you'd think. In this piece, we explore how having a full picture of your plan can take you from 'I think I'm on track' to 'I know I am.'
The biggest challenge in investing isn't picking the right fund. It's staying invested when things get uncomfortable. Som Seif explains why behaviour matters more than most people think — and what good financial advice really looks like.
Tom Bradley's quarterly letter to clients.
Recent geopolitical developments have contributed to increased market volatility, with equities declining across regions and fixed income providing less of a buffer than expected. Tom Bradley reviews how the Founders Fund is positioned, the role of diversification, and how we are approaching portfolio decisions amid ongoing uncertainty.
Fraudulent websites designed to mimic legitimate investment firms are becoming more sophisticated — and harder to spot. Here are simple, practical steps you can take to help ensure you're logging into the correct site and keeping your information secure.
The recent U.S.–Iran conflict has drawn a muted response from markets. Is a wait-and-see approach warranted, and what factors should investors keep monitoring?
Managing money across multiple accounts can add unnecessary complexity over time. This article explores why consolidation can make decisions clearer and easier.
Word is getting out that there’s a real benefit to having a steady hand on your portfolio! We’re excited to share that we are currently hiring an Investor Specialist in our Vancouver or Toronto office.
As we look back on 2025, Tom, Salman, and Lori share their reflections on a year that turned out to be stronger than expected. In this short year‑end video, Tom provides an update on our integration with Purpose, Salman walks through market results and recent portfolio moves, and Lori highlights the real‑life decisions that you (our clients) made that helped keep their plans on track.
Tax season doesn’t have to be confusing. This quick guide breaks down the Steadyhand tax documents you’ll receive—what each slip is for, who gets it, and when it’ll be available in the client portal—so you know exactly what to expect before you file.
Most investors don’t plan to end up with scattered accounts—it just happens over time. This blog looks at the hidden cost of fragmentation and why bringing everything together can make a real difference.
A colourful look at the benefits of diversification.
Your GIC may have renewed automatically without you realizing it, potentially at a lower rate. Here’s why that matters—and what options you may want to consider when it matures.
As we do every year, it is time to highlight a few important financial numbers for this year.
Same fund, different structure. Here’s a brief explanation of a small change we made behind the scenes.
When your investments are spread across multiple institutions, it can be hard to see how everything fits together. Bringing your accounts together can help you manage your investments more efficiently—and for a limited time, Steadyhand is offering a 1% bonus on eligible transfers.
See your total investment costs more clearly. Starting this year, we’re combining fund management fees (MER) and trading costs (TER) into one simple view—the Fund Expense Ratio (FER). Nothing is changing in what you pay, just more transparency and clarity.
All you need to know about distributions, and the estimated year-end figures for our funds.
The sparkle of the season isn’t spontaneous — it’s compounded. Traditions are the dividends of time, and nostalgia is the interest earned. Just like investing success where the real magic is in the slow burn, not the big event.
Transfer fees are gone—finally, Canadians can move their money freely, just like Steadyhand clients always could.
A quick look at how much of our own money we invest in the Steadyhand funds — and what that says about alignment, conviction, and shared purpose.
See how the Savings Fund is evolving to deliver higher yields, lower fees, and the same investor-first experience you trust.
Some financial advice is more profitable for the advisor than it is for you. In this eye-opening Steadyhand Coffee Break, David Toyne and Steve Bridge reveal the uncomfortable truths behind sales quotas, hidden fees, and poor withdrawal strategies that could be draining your retirement savings. Watch now to avoid costly mistakes.
Even the steadiest portfolios can fall under the spell of fads, memes, and overconfidence. Here are three market “monsters” to watch this Halloween.
Higher yields, lower fees, and the same steady simplicity. This update marks a major step forward for Steadyhand investors as the Savings Fund evolves under Purpose Investments’ expertise — combining disciplined money-market management with a shared commitment to clarity, trust, and long-term value.
