Meet the Capstone Team

Experience & Expertise

Capstone is a Portfolio Manager, Investment Fund Manager and Exempt Market Dealer active in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, Quebec, New Brunswick, Nova Scotia, Prince Edward Island, and Newfoundland & Labrador.

Our team consists of highly qualified professionals including five Portfolio Managers, three of whom hold the prestigious CFA Charter. With a diverse range of industry experience, our team has the knowledge and expertise to achieve excellent investment outcomes.