REGISTERED INVESTMENT ACCOUNT (RIA)
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ONLINE APPLICATION PLATFORM
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Find out why investing with Assumption Life is as easy as a making a sandwich.Learn more
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
*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.
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)
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
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
With Vesta, you have access to our complete investment offerings.GET STARTEDHOW TO SUBMIT AN APPLICATION