Covenant Planning Group
Capstone Asset Management, located in Langley Township, British Columbia, specializes in innovative investment strategies tailored to help clients meet their financial goals while aligning with their values. Catering to individual investors, financial advisors, and institutional investors, the company focuses on personalized wealth management and offers a variety of investment funds, including equity, fixed income, and impact-focused products.
With a commitment to purpose-driven investing, Capstone seeks to elevate the financial journeys of those with $500,000 or more of investable assets, fostering strong client relationships through a dedicated and knowledgeable team. The firm emphasizes stewardship and impact through its diverse fund offerings, catering to the unique needs of their clients.
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