Capstone Asset Management Inc.

10/06/2026

It's easy to assume biblically informed investing is mostly about avoidance—screening out the companies you don't want to own.

But that’s a small part of the picture.

Proper research isn’t just about screening out companies, but applying a rigorous research framework to help build portfolios that direct capital toward companies building and offering goods and services that help people flourish, then keep shaping those companies through proxy votes and ongoing engagement.

It's a bigger vision for investing, one that places your financial goals within the wisdom of God's design for human flourishing.

In Portfolio Manager Maria Dawes, BBA, CIM, CFP, sits down with Tim Macready of Brightlight Impact to explore something more active.

Watch now: https://bit.ly/4d0XTaC

09/30/2026

It's easy to assume applying Christian values to investing comes down to one thing: a master list of companies to avoid.

It's far more complex than that.

Portfolio Manager Maria Dawes, BBA, CIM, CFP, sits down with Tim Macready of Brightlight Impact, who shares what he learned early in his career. He expected the work to be straightforward, sorting companies into good and evil. He quickly realized it would never be that simple.

The real work starts where the easy answers end. Watch the full conversation: https://bit.ly/4d0XTaC

09/29/2026

At Capstone, the biblical research that guides our assessment of possible investments is a dedicated function within our investment process. We don't leave it up to automations and algorithms.

Our team researches every holding and potential holding against biblical principles and the four guiding principles that govern the Capstone Biblically Informed Canadian Equity and U.S. Equity Funds as well as the Capstone Biblically Informed Bond Fund.

That research is then supported by independent analysis from , a third-party partner resource. And every stock selection is reviewed and approved by our Biblically Informed Overlay (BIO) Committee, composed of four members with over 120 years of combined investment experience, including one independent member external to Capstone.

This is what values alignment looks like when it's built into the process from the start.



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.

09/22/2026

Applying Christian values to investing is never as simple as a list of companies to avoid.

Portfolio Manager Maria Dawes, BBA, CIM, CFP, sits down with Tim Macready of Brightlight Impact to talk through what that work really takes.

- Real judgment
- Human analysis at every step
- A willingness to sit with the hard questions instead of reaching for easy answers.

The best answers start with better questions. Watch now: https://bit.ly/4d0XTaC

09/15/2026

You tithe. You give to causes that matter. You make daily choices with your money that reflect what you believe.

But have you looked at what the companies inside your portfolio actually do?

We put together a five step checklist to help Canadian investors audit their holdings for values alignment. It walks through exactly how to do it, and where the process gets harder than most people expect.

Read the full checklist here: https://bit.ly/4h6Dvpz

Audit your Canadian investment portfolio for values alignment. 5-step checklist to review mutual funds, ETF holdings, biblical screening criteria and more.

09/09/2026

Those seeking a portfolio aligned with Christian values have often felt caught between their financial goals and their biblical convictions. Capstone believes that choice shouldn't exist.

The Capstone Biblically Informed Bond Fund is now open to investments, the first prospectus mutual fund in Canada to apply biblically informed research to fixed income.

The Fund brings Capstone's biblically informed research process to the fixed income asset class, giving Canadian investors a way to pursue interest income and capital preservation through a portfolio managed with Christian values at its centre. All stock and issuer selections are reviewed and approved by Capstone's Biblically Informed Overlay (BIO) Committee, four members with over 120 years of combined investment experience, including one independent member.

For investors who want their values reflected across their whole portfolio, and for advisors serving clients who feel the same, this brings biblical stewardship to the fixed-income allocation.

Read the Fund Facts: https://bit.ly/4zYFNjv



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

/CNW/ -- Today, Capstone Asset Management Inc. announced the launch of the Capstone Biblically Informed Bond Fund, a new fixed-income investment solution...

09/08/2026

If you have been waiting for a bond fund option built around Christian values, we are excited to share that tomorrow, September 9, we will be launching Canada’s first public mutual fund applying biblically informed research to fixed income: Capstone’s Biblically Informed Bond Fund.

Follow Capstone Asset Management to stay informed tomorrow as the fund goes live!



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

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.