Assurance Concerning CCMBC Pension Plan Investments
Further to the February 4, 2026 communication sent to our investors and churches regarding
CCMBC Legacy’s/CCMBC Investments’ holdings with Capstone Asset Management, we would
like to provide a brief clarification.
The CCMBC Pension Plan assets are entirely separate from CCMBC Investments, CCMBC
Legacy, and CCMBC. Pension assets are invested exclusively in the ClearPath Index Plus
target-date fund family managed by Fidelity Investments Canada. Canada Life serves as the
record keeper of our pension plan.
As a result, CCMBC pension plan members are not affected in any way by the matters
described in the February 4, 2026 communication. The pension plan has no exposure to
Capstone Asset Management, its funds, or its underlying investments.
We confidently assure you that pension investments remain unchanged and are not connected
to the Capstone developments.
Jason Krueger, CFA
CEO, CCMBC Legacy Fund Inc. and CCMBC Investments Ltd.
