CBIUEF Series I declined -5.05% in March vs. -4.8% for the S&P 500. Read our latest commentary on energy volatility, AI disruption, and disciplined portfolio positioning.
Capstone Asset Management
CBICEF Series I returned -2.9% in March, with YTD performance of 6.8% since inception. Review our market commentary, sector analysis, and portfolio positioning amid global volatility.
RRSP deadline March 1, 2026. Learn how our biblically informed funds fit in retirement planning with biblical values alignment and professional management.
Tax season is approaching, and understanding where you hold your investments and what tax documents to expect can help you prepare properly and efficiently. Whether you're reviewing your current account structure or preparing tax documents, the process can be streamlined if you know the fundamentals of tax location strategy and what to expect from your investment accounts. This guide provides general tax education. Tax treatment depends on individual circumstances; therefore, we advise you consult a qualified tax professional regarding your specific situation.
.jpeg?tx=f_auto,q_auto:good,c_fill,g_auto,w_515,h_291,ar_1)
