Online Investment
Sales Platform

• Online application platform with built-in investor profile
• Integrated electronic signature
• Segregated Funds and Registered Investment Accounts are available
• Available account types are TFSA, RRSP, spousal RRSP, non-registered, and locked-in

The low-fee investment account

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.

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

• 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