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Investments and Retirement

Welcome to the Investments and Retirement section!
 
Let’s get started!

Follow this easy 3-step process to help your clients get the financial guidance they need.


1. Get to know your client by completing our simple Investor Profile Questionnaire. Click here
to download PDF version

2. Based on your client’s investor profile, decide between building a suitable portfolio yourself or choosing among our pre-established Assumption Life portfolios. Click here

3. Fill out our quick and simple application, send it to us by fax: 1-855-577-3864, by e-mail investments.retirement@assumption.ca, or to your MGA, and watch your business grow!

Our Fund Managers

 


 




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