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Vesta is Assumption Life’s investment platform where advisors can complete a sale entirely on Vesta, from the built-in investor profile questionnaire to the fund selection. Filling out applications has never been so simple!
Visit vesta.assumption.ca to get started.
No installation is required! Vesta is a web-based platform that can be accessed by visiting vesta.assumption.ca.
Visit vesta.assumption.ca to get started, and enter the username and password you were given when you became contracted with Assumption Life.
If you have forgotten your username or password, visit our Advisor Corner and click on Forgot Username or on Forgot Password to recover your credentials.
If you are not contracted with Assumption Life, please contact your MGA to initiate this process.
By email: vesta@assumption.ca, or by telephone: 1-855-853-6040.
Our technical support team want to help you succeed. They can provide demos, assist you during the application process, or cancel applications.
By email: vesta@assumption.ca, or by telephone: 1-855-853-6040.
Our technical support team want to help you succeed. They can provide demos, assist you during the application process, or cancel applications.
All our fund options are featured on Vesta, including our exclusive Wrap portfolios, SmartSeries target-date funds, and Registered Investment Account (RIA).
All account types are available.
Product information, as well as all forms and documents, are available on our Advisor Corner and in our Document Centre. You can also find forms and documents within the Vesta platform.
The Registered Investment Account (RIA) is a unique concept in the industry, ideal for fee-conscious investors who still want guarantees for their peace of mind, while remaining focused on the long-term growth of their assets.
The RIA is an annuity contract offered by Canadian insurance companies. Investor deposits are kept in the insurers’ general funds, and the account mirrors the returns of one or more reference funds or strategies selected by each investor. It is available as a TFSA, RRSP and spousal RRSP, RRIF and spousal RRIF.
Click here for more information.
A segregated fund, or seg fund, is a type of investment administered by Canadian insurance companies. It is a deferred variable annuity life insurance contract that offers certain guarantees to the policyholder, such as reimbursement of capital upon death.
Click here for more information.
SmartSeries is a lineup of 9 target-date segregated funds offered by Assumption Life. It is also available with Registered Investment Account (RIA) plans.
Based on the target date closest to the year your clients expect to achieve their goal, SmartSeries follows a glide path that adjusts the underlying mix of investments and volatility, becoming more conservative over time to minimize risks as you get closer to your goal.
They are ideal for clients who want an investment strategy that grows their assets over a specified period of time and for a specific goal, and which provides the comfort of knowing that all the important aspects of efficient investing are automatically managed according to their goal’s target date.
Click here for more information.
We have resources to help you build your own portfolio. Ask your Assumption Life Director of Business Development, consult the Correlation Coefficient, or view our Fund Facts or RIA Guide. For more investment documentation, go to the Document Centre located on Advisor Corner.
75/75 and 75/100 guarantees are available in both Registered Investment Account (RIA) and segregated funds.
Consult the Information Folder for all details concerning segregated funds, and the Registered Investment Account Guide for all details regarding the Registered Investment Account (RIA).
Consult the Fund Facts and the Information Folder for all details regarding fees and MERs for segregated funds.
Consult the Registered Investment Account Guide for all details regarding fees and MERs for the Registered Investment Account (RIA).
Information about returns can be found on Lipper, an LSEG Company, our Fund Facts, our RIA Guide and our Monthly Fund Performance Sheets.
Consult the Compensation Guide or contact our compensation team by email at commissions@assumption.ca or by telephone at 1 (800) 455-7337.
Assumption Life partners with several highly specialized portfolio managers such as Louisbourg Investments, CI Global Asset Management, Fidelity Investments and TD Asset Management.
By email: vesta@assumption.ca, or by telephone: 1 (855) 853-6040.
Yes, Vesta includes a direct link to the Investment Portfolio to view your existing clients’ investment information. Hover your cursor over “My Account” and click on “Clients’ Investment Information” in the drop-down menu.
Additional deposits are available for existing clients.
Non-financial information for existing clients cannot be changed on Vesta. To communicate a change to a client’s non-financial information, please contact investments.retirement@assumption.ca.
For instructions on how to invest in a GIA with Vesta, click here.
Yes, your application is automatically saved and stored in your Dashboard. You can complete it at a later date, without losing any information.To resume an application, use the filters or the search field to locate it on your dashboard, click on the pencil icon, then select Resume the Application.
Yes, your transaction is automatically saved and stored in your Financial Transaction Dashboard. You can complete it at a later date, without losing any information.
To resume a transaction, use the filters or the search field to locate it on your transaction dashboard, click on the pencil icon, then select “Resume Transaction.”
To resume an application, use the filters or the search field to locate it on your dashboard, click on the pencil icon, then select Resume the Application.
When entering the transfer information on your Vesta application or financial transaction, you can request for Assumption Life to submit the transfer forms on your behalf. In order for Assumption Life to submit the transfer documents, you must provide a copy of the client's statement from the relinquishing institution. If the funds have not been received within 20 business days, Assumption Life will do a follow-up with the relinquishing financial institution.
If you do not choose for Assumption Life to submit the forms on your behalf or are unable to provide the client's statement with the transfer request, you will be responsible for submitting the transfer documents to the relinquishing financial institution.
In the transfer section of your application or financial transaction, click “Yes” under the following statement: “I want Assumption Life to submit the transfer form (T2033) to the other financial institution.” Once you have confirmed your selection, upload your client's statement from the relinquishing institution.
If you have any questions pertaining to the transfer progress, please contact the relinquishing institution.
The additional documents you need to provide are those related to transfer requests or legal documents, such as a copy of a power of attorney.
If you have any questions about the forms or documents you need to provide, please contact our sales support team by email: vesta@assumption.ca, or by telephone: 1 (855) 853-6040.
Yes, clients can visit Client Corner to view statements and account details, find forms, or reach Customer Service.
By email: vesta@assumption.ca, or by telephone: 1 (855) 853-6040.
The process is done entirely by email for both in-person and non face-to-face transactions.
In the Signature section of the application, select E-Signature. Validate the email addresses on the screen and click on the pencil icon to edit the information if required, then click on Proceed with e-Signature.
Read the text in the pop-up and click on Continue with e-Signature to send an email invitation for each of your signers to sign.
In the email invitation, signers must click on Review and Sign to complete their signatures. You will be notified by email once all signers have finalized this step.
Click here for a step-by-step e-signature guide for your clients. [NB1]Link to article
The platform is designed to work on Apple and Android devices, and is compatible with most browsers such as Apple iOS, Chrome, Firefox and Safari.
The transfer document(s) will be included with the e-Signature package. However, please note that not all financial institutions accept electronic signatures.
An email address is required for both in-person and non-face-to-face electronic signatures. For clients who do not have an email address, please use the paper application form.
A unique email address is required for each signer using the electronic signature process. For clients who do not have a unique email address, please use the paper application form.
If the signer has not signed after 2 days, he will receive a reminder email, and if after 7 days the signer has not signed yet, you will receive an email prompting you to follow up with your client.
You will receive your own email invitation to sign, after all signers have completed their signature process.
It is possible to resend the email invitation to sign if your client never received it, accidentally deleted it, or clicked Opt Out.
Locate the application on your Dashboard and click Edit Application, then click Cancel a Signature. This cancels the signature process for all signers.
Make any necessary changes to your application, and re-submit the signature request. All signers need to complete the new email invitation to sign.
You can only make changes if your signers have not yet completed the electronic signature process.
Locate the application on your Dashboard and click Edit Application, then click Cancel a Signature. This cancels the signature process for all signers.
Make any necessary changes to your application, and re-submit the signature request. All signers need to complete the new email invitation to sign.
If your signers have already completed the electronic signature process, please contact our sales support team by email: vesta@assumption.ca, or by telephone: 1 (855) 853-6040.
Yes, it can be downloaded after every signer, including the advisor, has completed the signature process.
Yes, using Vesta or electronic signatures is not mandatory. Our paper versions are still available in the Document Centre of our Advisor Corner.
By email: vesta@assumption.ca, or by telephone: 1 (855) 853-6040.
Visit vesta.assumption.ca to get started, and enter the username and password you were given when you became contracted with Assumption Life.
If you have forgotten your username or password, visit our Advisor Corner and click on Forgot Username or on Forgot Password to recover your credentials.
If you are not contracted with Assumption Life, please contact your MGA to initiate this process.
Usernames cannot be changed.
Passwords can be changed by accessing Change User Profile in Advisor Corner.
No installation is required! Assumption Life’s Vesta is a web-based platform that can be accessed by visiting vesta.assumption.ca.
Assumption Life supports the most recent versions of Safari, Microsoft Edge, Mozilla Firefox, and Google Chrome.
Due to Microsoft retiring Internet Explorer, the Vesta platform no longer supports this browser.
Assumption Life recommends using a desktop computer or a tablet for the Vesta platform.
Yes, you can print your pre-filled application and submit the paper copy.
If you are not currently coded with Assumption Life, you can request access to our demo account by email: vesta@assumption.ca, or by telephone: 1 (855) 853-6040
Both codes work, but use your FundSERV code if you have one.
Review the application to ensure all mandatory fields are completed.
For more help, contact technical support by email: vesta@assumption.ca, or by telephone: 1 (855) 853-6040.
By email: vesta@assumption.ca, or by telephone: 1 (855) 853-6040.
Yes! Assumption Life uses the latest security practices to ensure your data is safe. All sensitive information is encrypted, and accounts are password-protected.
For an in-person transaction, consult an original piece of identification.
For a non-face-to-face transaction, with your client’s consent, obtain a copy of their valid unexpired ID with a visible signature.
For a list of other acceptable methods to obtain valid identification, please contact our investment team by email: vesta@assumption.ca, or by telephone: 1 (855) 853-6040.
Legal & compliance documents are available in our Document Centre, of our Advisor Corner.