Blog

Cutting Through the Noise


April 11, 2024

By Scott Ronalds

10 tax tips to optimize your return

Tax expert Joe Collins shares his top 10 tips to get the most out of your return.

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April 2, 2024

By Scott Ronalds

The ins and outs of cross-border financial planning

If you're a Canadian living in the U.S. or an American working in Canada, you're bound to run into some financial and tax planning complexities. Cross-border expert Andrea Thompson shares valuable insights into navigating these challenges and ensuring financial peace of mind.

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March 20, 2024

By Scott Ronalds

Let's talk about the Costco hot dog. And why investment firms should take note

Costco's iconic hot dog combo is the epitome of a good deal that gets better over time. We take this concept to heart with our fee structure.

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March 18, 2024

By Salman Ahmed

Artificial intelligence stocks: An expert's perspective

A rundown on artificial intelligence and some of the investment opportunities in the space.

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March 4, 2024

By Salman Ahmed

What does the Bank of Canada do?

The Bank of Canada does more than just monitor inflation and make interest rate decisions. Here's a rundown of all you need to know about our central bank.

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February 20, 2024

By Scott Ronalds

What is an Advice-Only Planner? A conversation with Julia Chung

David Toyne and Julia Chung discuss the evolving landscape of financial planning and why you might consider working with an AOP.

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January 1, 2024

By Scott Ronalds

Important TFSA & RRSP Numbers for 2024

As we step into a new year, it’s timely to highlight a few important financial numbers for 2024.

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December 27, 2023

By Scott Ronalds

5 big stories in 2023 that impacted the world and investment portfolios

A look at five big stories that impacted the world and investment portfolios in 2023: interest rates, war, artificial intelligence, the Magnificent Seven, and medical breakthroughs.

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December 12, 2023

By Scott Ronalds

How to protect yourself, and your finances, from frauds and scams

Financial frauds and scams have become increasingly sophisticated, and the consequences of taking the bait can be severe. In our latest Steadyhand Café, two subject matter experts provide tips and insights on how to protect yourself from being a victim.

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November 14, 2023

By Scott Ronalds

November 23 Webinar: How to protect yourself, and your finances, from frauds and scams

Financial frauds and scams have become increasingly sophisticated, and the consequences of taking the bait can be severe. At our November 23 webinar, two experts on the topic will discuss valuable insights and tips on how to protect yourself.

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November 9, 2023

By Tom Bradley

Glorianne Stromberg: On the client side of the table

Canadian investors recently lost a great advocate. Glorianne Stromberg passed away in Toronto on October 15th. She will be missed but her legacy lives on.

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October 23, 2023

By Scott Ronalds

What you can expect from the Canada Pension Plan (CPP), and why it won't run dry anytime soon

A look under the hood of the CPP, what you can expect to collect in retirement, and why the Plan is on sold footing for the foreseeable future.

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October 12, 2023

By Tom Bradley

Remembering Tony Hamblin

Tony Hamblin was a little-known giant in our industry. He was a mentor to several of Canada's great investors and had a lasting impact on many.

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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 19, 2023

By Salman Ahmed

A look at inflation over the past 60 years

A visual of how consumer prices have reacted to major financial events over the past 60 years.

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June 5, 2023

By Salman Ahmed

Secret costs: What commission-free trading platforms don't want you to know

When it comes to online stock trading, the phrase 'zero commission' has become a buzzword in recent years. We walk through how it works and bring to light the hidden costs you should be aware of.

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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 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 20, 2023

By Tom Bradley

The ultimate composable brand

A composable brand is one that different people use in different ways. Like Spotify or Starbucks. Everyone has their own playlist and unique coffee order. Steadyhand, too, is a composable company — perhaps the ultimate in our industry. Here's what we mean.

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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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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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October 19, 2022

By Scott Ronalds

Video: Covering your assets — Estate planning tips and insights

Subject experts Julia Chung and Lucy Main provide tips and insights on wills, executors, powers of attorney, family dynamics, and tax planning.

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August 25, 2022

By Salman Ahmed

A proposal shaking up the industry

A major regulatory proposal around enhancing fee disclosures has been making waves, and stirring debate, in the investment industry. We weigh in on the discussion.

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July 20, 2022

By Salman Ahmed

Robo-advisors: Where are they now in 2022? (Video)

Many of the original robo-advisors have pivoted or sold their businesses. In this video, we tell you what happened to the companies that made the biggest splash in Canada and the U.S.

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