Company Summary

Steadyhand is a low-fee investment management firm established in 2006 that offers a straightforward lineup of funds to investors. Steadyhand, an independent firm owned by its employees, was started because Tom Bradley, an industry veteran, wanted to offer a way for Canadians to invest the same way he wanted his own money managed.

Steadyhand offers clear-cut advice through its team of Investor Specialists, along with straight up communications and transparent reporting to help its clients build and manage their portfolios.

The firm has approximately $875 million of assets under management and over 3,000 clients from B.C. to Ontario. Steadyhand’s minimum investment is $10,000 per fund, and it has offices in Vancouver and Toronto. The firm has consistently been recognized by Morningstar (an independent investment research firm) as a leader in investment stewardship.

Unique Value Proposition

Steadyhand’s funds, investment strategy and advice are focused on producing higher client returns and a simpler, more human experience. The firm believes that investing doesn’t have to be as painful and stressful as it often is. Their straightforward lineup of funds, easy-to-follow investment advice and candid reporting enable their clients to weather the ups and downs of the markets with confidence.

Steadyhand’s clients enjoy direct access to world-class fund managers and a level of genuine financial stewardship that you just don’t find at the big banks and brokerages.

Importantly, the firm’s employees put their money where their mouths are: over 85% of their own financial assets, on average, are invested in their funds alongside their clients. Further, the firm’s all-inclusive fees are low, clearly reported and best of all, they go down as your portfolio grows and the longer you’ve been a client.

AUM ($Bil)

$0.9

Year Founded

2006

Key Personnel

David Toyne — Chief Development Officer

Address

Vancouver: 1747 West 3rd Avenue
Toronto: 161 Bay St. (TD Canada Trust Tower), 27th Floor

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