Capstone Asset Management Inc.

Most people say yes. But most portfolios have never been checked.

Every mutual fund and ETF holds dozens or hundreds of companies. Without looking at those holdings, it is difficult to know whether your money is supporting businesses whose practices conflict with what you believe.

At Capstone, we built the Biblically Informed Canadian Equity and U.S. Equity Funds, available as both mutual funds and ETFs, so investors can own a portfolio where every holding has been researched against biblical principles by a dedicated analyst and approved by our BIO Committee.

If knowing matters to you, we can help: https://bit.ly/49YseFf



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 https://bit.ly/3QhlUSI or consult with a registered investment dealer or advisor.

Dividend-paying Canadian equities do something most investments cannot: they generate regular income while offering preferential tax treatment for Canadian investors.

Canadian dividends benefit from the dividend tax credit in non-registered accounts, which reduces the tax burden on that income compared to interest or foreign dividend income. For investors focused on building long-term wealth while managing their tax position, that distinction matters.

Beyond the tax advantage, companies with sustainable dividend payouts tend to demonstrate financial discipline. Consistent distributions require strong cash flow, manageable debt, and a business model built to last. For active managers, dividend sustainability is one indicator of underlying business quality, and as a bonus, these investments are often more resilient during recessionary periods.

The Capstone Biblically Informed Canadian Equity Fund focuses on dividend-paying securities within its biblical research framework, combining income generation with a values-driven approach to stock selection.

Read more about how dividends fit into a well-constructed Canadian equity portfolio: https://bit.ly/4v8hOLN



Disclosure: 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/4efVAlb.