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

to download our portfolios options 

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!

You want to learn more about how we stand out? Click here!

 

What's new?

Since September 2017, we have added new funds!

Learn more >>>


Our Fund Managers

 

 




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