Capstone Asset Management

Capstone Asset Management Inc. is an Investment Funds Manager, Portfolio Manager and Exempt Market Dealer serving clients in British Columbia, Alberta, Manitoba, Ontario, Quebec, and overseas. 

 

Pool Fund Information

Mortgage Administrator (Fixed Income pools only)
MarshallZehr Group Inc.
465 Phillip St. Suite 206, Waterloo, ON N2L 6C7
Phone: 519.342.0852

 

Custodian

National Bank Independent Network
Suite 3000, PO Box 21, 130 King Street West, Toronto ON M5X 1J9
Phone: 1.844.451.3505

 

Fund Administrator

SGGG Fund Services Inc.
121 King Street West, Suite 300, Toronto ON M5E 3T9
Phone: 416.967.0038 option 1

 

Legal Counsel

Baker & McKenzie LLP
181 Bay Street, Suite 2100, Toronto ON M5J 2T3 
Phone: 416.863.1221

 

Trustee

TSX Trust Company
200 University Avenue, Suite 300, Toronto ON M5H 4H1
Phone: 416.361.0930

 

Auditor

Goodman & Associates LLP
45 St. Clair Avenue West, Toronto ON M4V 1K6
Phone: 416.967.3444

 

GEneral Partner of Capstone Real Estate Pool

GenCap GP Inc.

 

GEneral Partner of the MarshallZehr Mortgage Funds

R3 XL Capital Inc.