FRANÇAIS

Your Investment Toolkit

  1. VESTA
  2. Fund returns
  3. Strategy Guide (INVESTOR PROFILE)
  4. Calculators
  5. RRSP Loans
  6. MOMENTUM FUND

Save Time, Earn More.

Sell with Vesta and earn an extra $450 this RRSP season.

PROMOTION DETAILSDISCOVER VESTA

Time to Earn More.

Sell in Vesta and earn up to $450.

Promotion runs from April 25 to June 15, 2022.

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REGISTERED INVESTMENT ACCOUNT (RIA)

A choice as easy as binge watching your favorite show.

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PRE-PACKAGED SOLUTIONS

Investing made as easy as forgetting to water your houseplant.

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ONLINE APPLICATION PLATFORM

Submitting apps with Vesta is as easy as making your coffee.

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PRE-AUTHORIZED CONTRIBUTIONS

Saving for retirement is as easy as hitting the snooze button.

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Investment solutions that go together like peanut butter and jelly!

Find out why investing with Assumption Life is as easy as a making a sandwich.

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LOW-FEE INVESTMENT ACCOUNT

Registered Investment Account (RIA)

The RIA is an investment product, in the form of an annuity contract, similar to a segregated fund contract, except that the premiums are deposited and kept in the Assumption Life’s general account. The return on investment mirrors the return made by the reference funds or strategy selected by the client. This allows us to offer highly competitive management fees.

RIA GUIDEFund performanceFREQUENTLY ASKED QUESTIONSNew RIA Leaflet
  • Earn more than 5.6% in the first year! Gross compensation of 5.2 % with a trailer of 0.45% starting after the first month.*
  • Lower MERs - similar to mutual funds.
  • 75/75 and 75/100 garanties.
  • Pre-packaged solutions available - Target date funds and portfolios.
  • Can only be offered and sold by licensed insurance advisors in Canada.
  • Available for RRSP, RRIF, LIF, LIRA, and TFSA.

*Gross compensation payable by Assumption Life. Net compensation could vary as per MGA. The information herein is accurate at the time of publication refer to the compensation guide most up-to-date information. First year and renewal (trailers) commissions are reduced by half on the following funds: Canadian Bond Fund, Assumption Conservative (Wrap portfolio) and SmartSeries Income Fund.

PRE-PACKAGED SOLUTIONS

Portfolios & Target Date Funds

For the busy investor who needs one less thing to think about. Our pre-packaged investment options offer a low-maintenance approach to investing. Fill out our investment strategy guide to help you choose the portfolio or target date fund that best suits your client's needs and our expert fund managers will take care of the investment strategy.

Find out what’s under the hoodNew Pre-packaged solutions leafletStrategy Guide (INVESTOR PROFILE)
DISCOVER OUR PRE-PACKAGED SOLUTIONS
PORTFOLIOS
SMARTSERIES
  • Accessibility: The initial investment begins at only $500 or a pre-authorized contribution of $25.
  • Peace of mind with guarantees: With maturity and death benefit guarantees, you can rest assured your assets will have a degree of protection.
  • The potential for fee reductions: Individuals who have $50,000 or more in assets in an account will automatically benefit from fee reductions up to 0.10%!
  • Available with Vesta or paper application.
TARGET RISK APPROACH

Traditional & Select Portfolios

Simply choose the portfolio that best suits the clients risk tolerance and our expert portfolio manager, Louisbourg Investments, will take care of the fund selection and will implement the investment strategy.

Portfolio Leaflet
  • 9 portfolios to choose from - including 5 new Select portfolios.
  • 5 Select portfolios - these funds have a more global approach and include more passive investments through the use of exchange traded funds (ETFs).
  • 4 traditional portfolios - these funds are focused on Canadian markets and active management.
  • Segregated Funds and Registered Investment Accounts are available.
  • Available with Vesta or paper application.
TARGET DATE APPROACH

SmartSeries

SmartSeries follow a glide path that adjusts the underlying mix of investments and risk over time. The fund’s investment allocation becomes more conservative over time, thereby minimizing risk as your target date approaches.

Smartseries Leaflet
  • Professionally managed portfolios, offering a hassle-free investment with excellent diversification.
  • Low maintenance - as the funds are constantly monitored by our team to ensure optimal performance.
  • 9 funds to choose from - Income, 2020, 2025, 2030, 2035, 2040, 2045, 2050 and 2055.
  • Well diversified - multi-manager, multi-asset class, and active and passively managed.
  • Available with Vesta or paper application.

With Vesta, you have access to our complete investment offerings.

GET STARTEDHOW TO SUBMIT AN APPLICATION

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