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What is Vesta?
Vesta is Assumption Life’s new electronic application platform for investments. 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.



How do I install Vesta?
No installation is required! Vesta is a web-based platform that can be accessed by visiting vesta.assumption.ca.



How do I sign in to Vesta?
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.



How do I reach technical support?
By email: vesta@assumption.ca, or by telephone: 1-855-853-6040.



How do I reach sales support?
By email: investments.retirement@assumption.ca, or by telephone: 1-888-577-7337.

Are all Assumption Life products on Vesta?
All our fund options are featured on Vesta, including our exclusive Wrap portfolios, SmartSeries target-date funds, and Registered Investment Account (RIA).

For now, available account types are TFSA, RRSP, spousal RRSP, non-registered, and locked-in.


Where do I find product information and forms?
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.


What is the Registered Investment Account (RIA)?
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.



What are Segregated Funds?
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. 

Assumption Life offers a lineup of nearly 30 segregated funds, 4 pre-established portfolios ranging from conservative to growth, and a full lineup of 9 target-date portfolios.

Click here
for more information.



What is SmartSeries?
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.



I prefer to build my own portfolio – can you help?
We have resources to help you build your own portfolio. Ask your Assumption Life Business Development Manager, consult the Correlation Coefficient, Fund Facts, or other documents available on Producer’s Corner.



What guarantees are available?
The Registered Investment Account (RIA) guarantee is 75/75, and the Segregated Fund guarantee is 75/100. 

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).



Where can I find information about fees and MERs?
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).



Where can I find information about returns?
Information about returns can be found on Refinitiv Lipper, and in our Fund Facts and Segregated Funds Summary.



Where can I find information about commissions and chargebacks?
Consult the Compensation Guide or contact our compensation team by email at commissions@assumption.ca or by telephone at 1 (800) 455-7337.



Which fund managers do you work with?
Assumption Life partners with several highly specialized portfolio managers such as Louisbourg Investments, CI Investments, Fidelity Investments and Black Creek Investment Management.



How do I reach sales support?
By email: vesta@assumption.ca, or by telephone: 1 (855) 853-6040.

How do I complete and submit an application?

  • Access vesta.assumption.ca, log in with your Assumption Life username and password, click on New Application to get started, and complete each section of the application:
    a. Non-financial information (annuitant, owner, beneficiaries)
    b. Investor profile
    c. Funds selection
    d. Deposit information
    e. Application summary
    f. Advisor declaration
    g. Signature
  • Once all mandatory fields are completed, finalize your application by clicking on Proceed with e-Signature or View and Print Application, depending on which signature type you selected.
  • If you selected the electronic signature option, submitting the signature automatically sends the signature invitation, by email, to each signer.
  • Once all signatures are completed, your application is automatically delivered to our investment team, who will contact you if they have any questions or require additional information.
  • You will receive an email to confirm your submitted application’s status, and the status on your Vesta Dashboard will update to “Completed.”

Can I save my unfinished application?
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.



Do I need to provide additional paperwork after submitting my application?
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.



Can my clients access their account online?
Yes, clients can visit Client Corner to view statements and account details, find forms, or reach Customer Service.



How do I reach sales support?
By email: vesta@assumption.ca, or by telephone: 1 (855) 853-6040.

How does the electronic signature process work?
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.


Can we sign with any device?
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.


Is an email address required to use the electronic signature process?
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.


What happens if multiple signers share the same email address?
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.


What happens if, for any reason, a signer does not complete the non-face-to-face electronic signature process?
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.


When do I have to sign?
You will receive your own email invitation to sign, after all signers have completed their signature process.


Can I resend the email invitation to sign?
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.



Can I make changes to an application after it has been submitted?
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.


Can I download a copy of the signed form?
Yes, it can be downloaded after every signer, including the advisor, has completed the signature process.


Is the paper application still available?
Yes, using Vesta or electronic signatures is not mandatory. Our paper versions are still available in the Document Centre of our Advisor Corner.


How do I reach technical support?
By email: vesta@assumption.ca, or by telephone: 1 (855) 853-6040.

How do I sign in to Vesta?
Visit vesta.assumption.ca/en/ 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.




How do I change my username and password?
Usernames cannot be changed.

Passwords can be changed by accessing Change User Profile in Advisor Corner.



How do I install Vesta?
No installation is required! Assumption Life’s Vesta is a web-based platform that can be accessed by visiting vesta.assumption.ca/en/.



Does Vesta run on all browsers?
Assumption Life supports Microsoft Internet Explorer 11, and the most recent versions of Safari, Microsoft Edge, Mozilla Firefox, and Google Chrome.



Which devices are compatible?
Assumption Life recommends using a desktop computer or a tablet for the Vesta platform.



Can I begin an application on Vesta and complete it by paper?
Yes, you can print your pre-filled application and submit the paper copy.



Do you have a demo account?
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




I have a FundSERV code and an Assumption Life code, which one should I use?
Both codes work, but use your FundSERV code if you have one.



Why can’t I submit my application?
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.



How do I reach technical support?
By email: vesta@assumption.ca, or by telephone: 1 (855) 853-6040.

Is my information secure?
Yes! Assumption Life uses the latest security practices to ensure your data is safe. All sensitive information is encrypted, and accounts are password-protected.




How do I verify my client’s identity?
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.



Where can I find Assumption Life’s compliance documents?
Legal & compliance documents are available in our Document Centre, of our Advisor Corner.

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