For more than two years now, many of us have experienced changes to our personal or professional circumstances. Our lifestyles have transformed, and we had to modify our short-, medium- or long-term plans. Fortunately, the light is showing at the end of the tunnel and summer has arrived!
At Bâtirente, we remain faithful to our primary mission of being a trusted partner for your savings geared to retirement or other goals. We continue to support you, through our efficient and secure online tools available on the MY ACCOUNT secure section.
Considering a move or renovations? Do you want to build an emergency fund? Have you reached a point in your life where you are thinking about moving up your retirement plans? Whatever your situation, you can keep track of all your projects by completing these three steps this summer in the secure section:
1. Carefully read your financial statement as of June 30, which will be filed online in July. It provides you with key information about your savings, investments, and retirement. You will receive an email notifying you of its online availability.
2. Set your retirement goal: Bâtirente also offers you On Target Retirement, a simple tool for planning and tracking your progress toward achieving your retirement goals. Whatever your age, by answering a few questions, you will get a plan to get there.
3. Complete your investor profile: did you know that it’s good practice to review your profile every two years? Your situation may have changed, which could impact your risk profile. You may want to complete or update your investor profile online to see where you stand.
We wish you a nice summer!