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
I use the word “diversification” a lot. I know the idea’s a bit basic, even boring, but over four decades I’ve watched clients with diversified portfolios build their wealth and achieve their goals.
What do gold, bitcoin and Elon Musk have in common? They’re all chameleons. Merriam-Webster describes chameleon as, “A person who often changes their beliefs or behaviour in order to please others or to succeed.” In the investment context, a chameleon is something or someone who can easily shift their story to fit the theme of the day. They offer something to investors one day and something else the next, without missing a beat. Here are some of them.
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 a Senior Wealth Advisor in our Vancouver or Toronto office.
Ever since the great financial crisis in 2008, I’ve thought that risk management departments at big financial institutions should have a grizzled old investor sitting on a stool in the corner. Someone taking it all in: the computer screens, the PhDs, and the supreme confidence.
A friend was telling me that his adviser is making a big shift out of U.S. stocks and into Canada. He couldn’t articulate the reasoning but knew the S&P/TSX Composite Index was up more than 30 per cent in the last year and was doing far better than the S&P 500, the most popular U.S. equity index. The conversation lined up with reports I’ve seen recommending that now is the time to invest at home. For sure, Canada should be a part of a well-diversified portfolio, but this “all-in” narrative needs further analysis. Let’s look more closely at the reasons for buying Canadian stocks now.
We're not big on urgency for its own sake. But there are moments in the year when the timing genuinely makes sense, and this is one of them. Tax season just wrapped up. You have a clear snapshot in front of you: what you earned, what you saved, what you spent. That makes this a good time to step back and ask whether your plan still reflects where you want to go.
Salman Ahmed is stepping down as Chief Investment Officer after 11 years at Steadyhand, and he will be missed for the care and thoughtfulness he brought to his work on behalf of clients. The firm's approach and values remain unchanged, with Tom continuing in an active advisory role and the broader Purpose team committed to building on the foundation Steadyhand was built on.
Most people are better savers than they give themselves credit for. But saving well and planning well are not the same thing.
It comes up in every conversation. Why is the stock market hitting new highs with all that’s going on in the world? There seems to be a long list of things that should hold it back.
TD Direct Investing recently announced that it has increased the number of free trades it offers from 50 to 100 per year. Other discount brokers are doing the same. Both numbers sound high to a person committed to steady, long-term investing such as me.
Tom Bradley's quarterly letter to clients.
After 18 years and over 700 blog posts, Steadyhand bids farewell to Scott Ronalds—the voice behind the firm's distinctive communications.
Tom Bradley's quarterly letter to clients.
7 steadyhand-picked books for the summer.
We’re excited to share that Steadyhand is now officially part of the Purpose Unlimited family! This marks a new chapter in our mission to deliver better investing outcomes and a more personalized experience for Canadians.
Scott Armstrong, author of <em>Retire and Aspire</em>, highlights how mindset, purpose, and social connection can shape both your experience and longevity in retirement.
On May 9, Steadyhand clients voted overwhelmingly in favor of two key proposals regarding our partnership with Purpose Unlimited during a virtual unitholder meeting.
We delve deeper into what our partnership with Purpose Unlimited means for you, from the benefits it will bring to investors to the core aspects of our business that won’t change.
Retirement expert Don Ezra discusses how to confidently transition from saving to spending using a practical, pension-style approach.
Tom Bradley's quarterly letter to clients.
In our latest <em>Coffee Break</em>, we chat with Dr. Riley Moynes, author of The Four Phases of Retirement and TEDx speaker with over 4.5 million views, to unpack the deeper realities of retirement.
Steadyhand Co-founder Tom Bradley chats with Purpose CEO Som Seif about Purpose's mission, the anticipated benefits our partnership will bring to Steadyhand clients, and the next steps in this exciting new chapter.
Steadyhand is excited to announce that we have accepted an offer to join Purpose Unlimited, subject to regulatory and unitholder approval. This partnership aims to expand our wealth management capabilities and enhance our ability to serve Canadians’ investment needs.
Financial expert and author Don Ezra explains the fascinating concept of the U-Curve of Happiness.
In our year-end video, we update you on the firm, share our market outlook, review our performance, and explain how your portfolios are built to handle today's market dynamics.
