Assumption Life Portfolios - WRAP funds
Retirement planning. Education Costs. Tax reduction strategies. The list goes on.
Your clients will face many financial hurdles during their lifetime.
They need your help to build a financial plan and keep them on the right path. With the Assumption Life Portfolios you can count on us to take care of your client’s money while you take care of them. With the combined expertise of CI, Fidelity and Louisbourg Investments, rest assured that your client’s investments are in good hands.