Capstone Asset Management Inc.

09/01/2026

It is a question many Christian investors carry quietly. And Scripture has more to say about it than most people expect.

In Psalm 112:5, lending (making capital available for another's need) is described as an act of just living. The Parable of the Talents commends the servants who put their resources to work. The servant who was rebuked was not punished for a lack of profit. He was rebuked for refusing to take on risk.

Stock investing follows this logic. When we invest, we make our capital available to enterprises in exchange for a share of their returns. Resources are provided for businesses to create goods, provide jobs, and support economic growth.

Read our full answer to this important question: https://bit.ly/4xBbxtg

08/28/2026

What does it actually take to build a portfolio aligned with Christian values?

Sign up for our upcoming recorded webinar where Maria Dawes from Capstone and Tim Macready of Brightlight, Capstone's independent third-party research partner, discuss the thoughtful research and governance behind Capstone's biblically informed investment process.

▶ Sign Up For Our Pre-recorded Webinar: https://bit.ly/46xTXu4

Together, they explore:
- Why biblically informed investing asks for more than automated research tools.
- How independent research strengthens investment decisions.
- The role of human judgment when evaluating difficult or nuanced issues.
- How Capstone and Brightlight work together to apply biblical principles consistently and thoughtfully.
- Why transparency, accountability, and constructive debate are essential to the process.

▶ Sign Up For Our Pre-recorded Webinar: https://bit.ly/46xTXu4

Thanks for being part of the conversation.

Important Disclosures: A preliminary prospectus for the Capstone Biblically Informed Bond Fund, dated July 22, 2026, has been filed with certain Canadian securities commissions or similar authorities. You cannot buy units of the Funds until the relevant securities commissions or similar authorities issue receipts for the prospectus of the Funds.

Commissions, trailing commissions, management fees, and expenses may be associated with investments in mutual funds and exchange-traded funds. Please read the prospectus before investing. Mutual funds and ETFs are not guaranteed; their values change frequently, and past performance may not be repeated. The simplified prospectus, fund facts, and ETF facts are available on SEDAR+ at https://bit.ly/4gBLSsZ or consult with a registered investment dealer or advisor.

08/25/2026

73% of Canadian investors want their adviser to ask about values alignment. Only 28% say their adviser ever has.

For advisers serving Christian clients, that is a real opportunity sitting in your book right now.

Capstone Asset Management built the Capstone Biblically Informed Canadian Equity and U.S. Equity Funds to give you something concrete to bring to that conversation. Canadian-domiciled. Canadian-dollar denominated. Available as both ETF and mutual fund series so you can access them regardless of your registration category.

Behind the funds is a research process with real accountability. A dedicated analyst conducts ongoing biblical research on every holding. Brightlight Impact, an independent third-party research firm, performs independent analysis to support the decision-making process. And every stock selection is reviewed and approved by Capstone's Biblically Informed Overlay (BIO) Committee, composed of four members with over 100 years of combined investment experience, including one independent member external to the firm.

The investment strategy is tied to the Capstone Canadian Equity Strategy, managed by the same experienced team. The research criteria are documented in the publicly available Biblically Informed Overlay Policy, anchored in four guiding principles: 1) Valuing Human Life, 2) Stewarding Creation Responsibly, 3) Encouraging Human Flourishing, and 4) Applying Biblical Wisdom.

Your clients who are seeking portfolios aligned with Christian values are waiting for you to start the conversation. Now you have something worth bringing to it.

Visit https://bit.ly/3U7IqPi to learn more or request due diligence materials.



Important Disclosures: Commissions, trailing commissions, management fees, and expenses may be associated with investments in mutual funds and exchange-traded funds. Please read the prospectus before investing. Mutual funds and ETFs are not guaranteed; their values change frequently, and past performance may not be repeated. The simplified prospectus, fund facts, and ETF facts are available on SEDAR+ at www.sedarplus.ca or consult with a registered investment dealer or advisor.

08/18/2026

Over 20 million Canadians identify as Christian.

Until October 2025, there was no Canadian-domiciled biblically informed ETF available through a standard brokerage account.

Capstone Asset Management changed that with the launch of the Capstone Biblically Informed Canadian Equity Fund (TSX:BIVC) and the Capstone Biblically Informed U.S. Equity Fund (TSX:BIVU), Canada's first biblically informed ETFs on the Toronto Stock Exchange. Both funds are also available as mutual fund series through registered dealers across the country.

The ETF series are TSX-listed and accessible through any brokerage account. The mutual fund series provide the only broadly available and accessible biblically informed investment options through adviser channels nationwide.

For those seeking portfolios aligned with Christian values, the option is here.

Learn more here: https://bit.ly/45lk7Qu



Important Disclosures: Commissions, trailing commissions, management fees, and expenses may be associated with investments in mutual funds and exchange-traded funds. Please read the prospectus before investing. Mutual funds and ETFs are not guaranteed; their values change frequently, and past performance may not be repeated. The simplified prospectus, fund facts, and ETF facts are available on SEDAR+ at www.sedarplus.ca or consult with a registered investment dealer or advisor.

08/11/2026

Your clients are asking about values alignment. They may not be using those exact words, but the question underneath is real: does my money reflect what I believe?

For advisers who want to answer that question with a Canadian-built solution, the Capstone Biblically Informed Canadian Equity and U.S. Equity Funds were designed for exactly this conversation.

Both funds are available as ETF and mutual fund series, making them accessible regardless of your registration category. Every stock goes through rigorous research rooted in four guiding principles: 1) Valuing Human Life, 2) Stewarding Creation Responsibly, 3) Encouraging Human Flourishing, and 4) Applying Biblical Wisdom.

The investment strategy is tied to the Capstone Canadian Equity Strategy, managed by the same experienced team led by Chief Investment Officer Paul Carter, CFA charterholder.

If you are an adviser looking to serve clients who are seeking portfolios aligned with Christian values, we built this for you and for them.

Visit https://bit.ly/3TTxiWb or contact us directly to request the adviser due diligence package.



Important Disclosures: Commissions, trailing commissions, management fees, and expenses may be associated with investments in mutual funds and exchange-traded funds. Please read the prospectus before investing. Mutual funds and ETFs are not guaranteed; their values change frequently, and past performance may not be repeated. The simplified prospectus, fund facts, and ETF facts are available on SEDAR+ at www.sedarplus.ca or consult with a registered investment dealer or advisor.

07/28/2026

"For the love of money is the root of all kinds of evil." 1 Timothy 6:10

Wealth is not a problem. Scripture is clear on that. It’s how we relate to our wealth.

The Parable of the Talents commends the servants who put their capital to work. Proverbs 13:11 speaks of gathering wealth "little by little" through honest, disciplined effort. The question Scripture asks is “What is your wealth doing?”

This is why stewardship is a central principle in Scripture.

And at Capstone, that question shapes everything. It is why we built a research process, a BIO Committee, and an investment methodology designed to align portfolios with Christian values.

Read more about our approach: https://bit.ly/4pzvrBu.

07/21/2026

Passive investing works well when markets reward almost everything. Uncertain environments are a different story.

When conditions shift, the ability to make informed decisions about what to own and what to avoid becomes more valuable. Index-based approaches follow the market wherever it goes. Active management means a team of experienced professionals is continuously evaluating companies using both financial fundamentals and a disciplined research process.

At Capstone, the investment team applies rigorous fundamental and value-oriented analysis, drawing on decades of combined portfolio management experience. For the Capstone Biblically Informed Canadian Equity and U.S. Equity Funds, every company is also evaluated against a documented set of research criteria before the Biblically Informed Overlay (BIO) Committee reviews and approves its inclusion.

The result is a portfolio built on judgment, not just exposure.

Learn more about how Capstone approaches active management: https://bit.ly/4asUwrE

07/17/2026

A financial plan is more than just an investment strategy. It’s a personalized roadmap, designed to help you achieve your financial goals and support your peace of mind. But as we all know, it’s impossible to create plans that anticipate or predict life’s ebbs and flows, whether it’s the markets, our careers, or even our shifts in priorities as we age.

In our latest episode of Your Wealth Matters, Maria Dawes and Janet Kim Sing do a great job of clarifying how to think about financial plans, and why regular reviews of your plan are important to keep them aligned with your life circumstances, goals, and values.

07/14/2026

Getting your financial plan back on track isn’t a conversation most people want to have, but it’s one everyone eventually needs.

Whether life knocked your plan sideways or you’re realizing you never really had one to begin with, you’re not behind. You’re at a starting point.

Maria Dawes and Janet Kim Sing recently discussed this for our recent episode of Your Wealth Matters, where we delved into how an important shift in thinking about financial plans can help them better reflect the life and goals you’re working toward.

07/07/2026

Understanding dividend investing: How the Capstone Biblically Informed Canadian Equity Fund approaches income-focused Canadian equity exposure. Our new article covers dividend tax efficiency for Canadians, dividend growth potential, quality metrics that matter, and how biblical research applies to dividend-paying companies. Educational guide for those seeking income with values alignment.

Read more: https://bit.ly/4vZ3c18

Learn how TSX:BIVC combines dividend income focus with biblical research criteria. Understand tax efficiency, dividend growth, and values alignment for Canadian investors.