Our Funds

Assumption Life is committed to supporting licensed insurance advisors with a comprehensive selection of investment solutions, including our versatile segregated funds and Registered Investment Accounts (RIA). 

Our investment line-up offers a range of benefits, such as potential creditor protection, estate planning advantages, and the ability to bypass probate. Whether you are looking to build a custom portfolio tailored to specific financial goals or prefer the convenience of our pre-established solutions, Assumption Life’s offerings are designed to meet your needs. 

Our sales process and investment lineup offer the same great strategies used by most investment professionals in order to give our advisors the tools needed to compete in today’s investment management landscape.

Fund Performance Monthly Returns Codes & MERs Fund Facts Account Facts 

If your clients are looking for an investment strategy to grow their assets over a specified period of time for a certain goal, and not have to worry about all the financial aspects, components and jargon that comes with investing, SmartSeries target date funds is a great option for them.

Based on the target date closest to the year they plan to achieve their goal (i.e. retirement, new home, cottage, and so on), SmartSeries follows a glide path that adjusts the underlying asset allocation over time to ensure capital preservation to achieve the goal. Our expert portfolio manager, Louisbourg Investments, takes care of the mechanics of investing in a funds offering this type of investment strategy.

Ideal for

• Retirement planning
• Goal-oriented savings (i.e., car, vacation, renovations, etc.)
• Education savings strategy (outside RESP)
• Clients who are new to investing, want to start their financial planning journey
• Clients looking for a “set it and forget it” approach
• Clients who have limited time during the day to review and pay attention to everything happening in the markets

• Ease of use and easy to pick an investment strategy
• A unique and exclusive product for Assumption Life 
• Managed by a committee to ensure it meets the fund’s glide path
• Great solution for brokers looking to simplify their compliance process

Your clients need your help to build a financial plan and keep them on the right path. With the combined expertise of CI Global Asset Management, Fidelity Investments, and Louisbourg Investments, rest assured that your client’s investments are in good hands.

We offer two portfolio types, traditional portfolio funds and Select portfolio funds. Our Select portfolio funds have a more global approach and include more passive investments with exchange traded funds (ETFs). Our traditional portfolios are more focused on Canadian markets and active management.

Through our subsidiary Louisbourg Investments and by means of our strategic alliance with Fidelity Investments, CI Global Asset Management, and TD Asset Management, we can help you build a prosperous future.