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Junior Achievement
StoneCastle Investment Management Inc. is pleased to work with Junior Achievement.  Junior Achievement uses hands-on experiences to help young people understand the economics of life. In partnership with business and educators, Junior Achievement brings the real world to students, opening their minds to their potential. For more information, please visit


The Central Okanagan Foundation – Okanagan Chartered Financial Analysts Fund
The Central Okanagan Foundation is a charitable organization that provides an ongoing contribution to the quality of life in our community through the stewardship of entrusted funds, grant making and community leadership.  The COF encourages all citizens to participate through the establishment of or contributions to endowment funds.

Stonecastle adheres to a strict code of ethics and conduct.

Our code of ethics

Four principles guide the operation of Stonecastle.

Guiding Principals

Monthly Fund Commentary