FRANÇAIS

Your Investment Toolkit

Everything you need during in one spot!

VESTA
ELECTRONIC sales platform
REGISTERED INVESTMENT ACCOUNTS (RIA)
THE LOW-FEE INVESTMENT ACCOUNT
SMARTSERIES
TARGET DATE FUND
RECORDED JANUARY 19
MARKET UPDATE WITH LOUISBOURG INVESTMENTS

Ready to approach your clients with a efficient sales process?

Our approach includes a concentrated list of sophisticated investment solutions and combines them with a sales process that is both easy, comprehensive and compliant.

STEP 1

Complete the
Investment Strategy Guide

DOWNLOAD

STEP 2

Fill out
application form with Vesta

VIEW VESTA

A unique offering that is sure to impress!

How it works?
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.

  • 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
  • Turn key 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.

SMARTSERIES

Just one question to ask...When do you need the money!

Fund performanceFUND AllocatioN

How it works?
SmartSeries follows 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.

  • 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

Interested in learning more? Lets connect!