New Investment Line-up Featuring an Exclusive Fidelity Option

Assumption Life is enhancing its Segregated Fund (SEG) and low-fee Registered Investment Account (RIA) offerings with innovative Fidelity investment solutions, including ETF and ESG-focused options, and broader access to fixed income and global equity across its line-up.

To learn more about our new investment options, click here.

A Response to Industry Trends and Client Demand

The expansion of the investment line-up is a direct response to the growing demand for diversified and sustainable investment solutions. The addition of new ETF and ESG-focused options not only aligns with industry trends but also equips clients and advisors with more tools to meet long-term financial goals.

“These changes reaffirm our commitment to providing our clients and advisors with the highest-quality investment products. With these new additions, we’re ensuring that our line-up remains competitive and aligned with today’s most pressing investment priorities, including sustainability and efficient portfolio management.”  - Luc Bossé, Vice President of Sales and Marketing at Assumption Life.
 

Focused on a Full Spectrum of Investment Solutions

The updated product line-up emphasizes diversification and underrepresented sectors helping clients build resilient portfolios. For example, new fixed income options in the low-fee RIA line-up provide stability and income for clients seeking lower-risk investments. Additionally, the introduction of ETF and ESG options offers cost-effective, sustainable and globally diversified investment opportunities. 

 

How to Get Started

These new investment options are now available on Vesta, Assumption Life’s Investment platform.