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*
* 1.888.888.3147
* Forms & Documents
* Open an Account
* Login
* Funds
* Lineup
* Fees
* Daily Prices
* Performance
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
* Company
* Overview
* Origin
* Client Experience
* Philosophy
* People
* In the News
* Tools
* Overview
* Advice
* Portfolio Builder
* Asset Mix Look-through
* Fee Calculator
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* FUNDS
* COMPANY
* TOOLS
* THINKING
* Contact
* Forms & Documents
* FAQ
* Login
* Open an Account
* 1.888.888.3147
Learn more
OUR SOLE PURPOSE IS MANAGING MONEY FOR CANADIANS
Your time is valuable, and you want to invest it in your family, career, and
passions. Navigating the market’s ups and downs isn’t one of them. Totally
understandable. It’s what we live for though; in our DNA you might say. We’re
here to take the wheel and get you where you deserve to be financially. With a
steady hand.
Thousands of investors have made the switch from the big banks and brokerages.
Isn’t it time you joined them?
Watch Video
×
HOW WE CAN HELP YOU ACHIEVE YOUR GOALS
* Actual client care and clear-cut advice
Understanding your investment goals is our top priority. Our client service
team are seasoned pros who are ready to listen, ultra-accessible, and focused
on providing clear-cut advice.
* We focus on buying good businesses, not trading stocks
Our world-class fund managers are focused on making you money, not chasing
indexes or the flavour of the month. Just tried-and-true investment
management.
* Refreshingly low fees
Our fees are among the lowest in Canada, about half of what you’ll pay at a
bank. And we reward client loyalty—because it’s the right thing to do.
* We put our money where our mouth is
You have confidence knowing we’re invested alongside you—over 90% of our
team’s own financial assets are invested in our funds. Indeed, we eat our own
cooking.
* No beating around the bush
You’ll always get the straight goods, from total transparency in our
reporting and communications to how we run our business. We’ve built our
reputation on being an open book.
LET'S CHAT.
WE'RE HERE TO HELP.
You can reach us at 1 (888) 888-3147 7am to 5pm PST Mon-Fri. We answer all calls
within 10 seconds, over 90% of the time. Or, book a meeting with one of our
Investor Specialists.
Book meeting
“IT WAS THE RIGHT DECISION”
Hélène's story about her decision to invest with Steadyhand
Watch Video
×
LATEST NEWS & VIEWS
July 22, 2024
2024 MID-YEAR REVIEW VIDEO
The first six months of the year was a strong period for stocks. That said,
returns continue to be driven by a narrow group of equities, the 'Magnificent
7'. We provide additional context on the current environment and offer advice
for investors in our mid-year review video.
Read more
July 15, 2024
TELLING EXPERTS FROM IMITATORS
Managing money is one of those things in life where many people rely on a
specialist to take care of things. The problem is how to be sure you're dealing
with an investment professional and not just a salesperson. Tom Bradley walks
through how you can tell experts from imitators in his Globe and Mail column.
Read more
ON-DEMAND WEBINAR
GET TO KNOW STEADYHAND
We think the world needs more steady. Watch our on-demand webinar to discover
how you can benefit from our unique investment approach and unwavering
commitment to client care.
Register here
A SIMPLER, MORE REWARDING WAY TO INVEST.
Get started with as little as $10,000.
Open an Account Get a free portfolio review
> “I can't think of anyone I would trust more with my money.”
> “You can't find active management with this level of service at such a low fee
> anywhere else.”
> “Firmly committed to transparency... a rare and welcome occurrence in this
> industry.”
> “In many ways, the firm has provided the very things we’ve been screaming for
> in a fund company.”
> “Timely and informative communications, and the personal touch [of] a small
> firm.”
FREQUENTLY ASKED QUESTIONS
* Who owns Steadyhand & what measures are in place to safeguard my assets?
Steadyhand is 100% employee owned.
There are several measures in place to protect mutual fund investors in
Canada. It's crucial to note, however, that the safeguards do not protect
investors against the decline of an investment due to market fluctuations.
Investors’ primary line of defense comes from the way mutual funds are
structured. The assets in our funds (e.g., stocks, bonds, cash) are held by a
third-party custodian (RBC Investor Services) and cannot be accessed by us
for any business purposes or activities other than the purposes related to
fulfilling the investment objectives of the funds. As well, neither
Steadyhand nor any of the companies involved in providing services to our
funds have any claim to the funds’ assets. They belong to the funds
themselves, and, in turn, the unitholders of the funds. This segregation of
ownership ensures that the unitholders of our funds are the only individuals
(or entities) that have access or claim to the assets within them. You can
read more on these measures, and other safeguards, here.
* Do you offer advice, and what is the scope of your offering?
Advice is an integral part of our offering and is included as part of our
all-in fund fees. We encourage you to take us up on it.
The first step we take is to explore your personal financial situation and
objectives. We aim to get a good grasp of your unique circumstances by asking
about things such as your financial goals, tolerance for risk, and debt,
among others. After we get to know you, we move on to building a custom
portfolio. We’ll recommend a Strategic Asset Mix (SAM) for you. This is
simply a long-term mix of stocks and bonds that we feel will provide you with
the best opportunity to meet your objectives. Next, we’ll suggest a mix of
our funds to get you to your SAM. Once your portfolio is set up, the market
will do its thing. And we’ll do ours. We’re here to provide a steady hand
through our ongoing communications and reporting. To read more about our
advice offering, click here.
* Who are your clients, and what type of investor is Steadyhand a good fit for?
Steadyhand is licensed to offer our funds to Canadian residents of legal age
in British Columbia, Alberta, Saskatchewan, Manitoba, and Ontario. We have
clients from the ages of 18 to 90+, with portfolios that range from $10,000
to $10 million. Our average client is in their mid-50’s and has approximately
$300,000 invested with us.
Steadyhand was built for investors looking for a firm that offers clear-cut
advice, crisp & friendly service, low fees, and a well-defined investment
approach. Our offering has attracted many mid-life professionals that were
unhappy with their previous firm, often a bank or brokerage. We feel we offer
‘high-net-worth investing’ for everyday Canadians.
* What are your fees, and how do they compare to others?
Our fund fees range from 0.65% to 1.78% (our most popular fund, the Founders
Fund, has a fee of 1.34%). These costs are all-in. We do not charge any
transaction fees, administrative fees, or exit fees in the event you choose
to close your account. In addition to our low base fees, we offer reductions
based on the size of your assets with Steadyhand and your tenure with the
firm. Fee reductions are made in the form of special distributions of
additional fund units at month-end. Our Fee Reduction Program is designed to
reward investors who have entrusted significant assets with Steadyhand, as
well as long-standing investors in our funds.
Our average client’s fee is around 1.0%, which is among the lowest in our
industry and considerably less than the fees charged by the big banks.
* Can I purchase your funds through my investment advisor or discount broker?
Many, although not all, discount brokerages and advisory firms offer our
funds. We do not pay trailing commissions to third parties and as a result,
some firms choose not to offer our funds. Unfortunately, we have no control
over which firms choose to include us on their platform.
The Fund codes for the Steadyhand funds are as follows:
Steadyhand Savings Fund - SIF110
Steadyhand Income Fund - SIF120
Steadyhand Founders Fund - SIF125
Steadyhand Builders Fund - SIF128
Steadyhand Equity Fund - SIF130
Steadyhand Global Equity Fund - SIF140
Steadyhand Small-Cap Equity Fund - SIF150
Steadyhand Global Small-Cap Equity Fund - SIF160
View all
STAY IN THE KNOW
Stay current on news and views from Steadyhand through our almost-famous monthly
newsletter and blog.
SUBSCRIBE TO:
* Monthly Newsletter
* Blog
* Funds
* Company
* Tools
* Thinking
* Open an Account
* FAQ
* Forms & Docs
* Contact
* Newsletter
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1747 W 3rd Ave.
Vancouver, BC V6J 1K7
1.888.888.3147 info@steadyhand.com
www.mfda.ca
© 2024 Steadyhand Investment Funds Inc.
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STAY IN THE KNOW
Stay current with news and views from Steadyhand through our monthly newsletter.
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Monthly Newsletter Steadyhand Publications Steadyhand Blog
Subscribe
STAY IN THE KNOW
Stay current on news and views from Steadyhand through our almost-famous monthly
newsletter and blog.
SUBSCRIBE TO:
* Monthly Newsletter
* Blog