Summertime has finally arrived! This is the perfect time to take a moment to think about your short-, medium- and long-term projects!
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 4 steps this summer in the MY ACCOUNT secure section:
- Carefully read your financial statement, it provides you with key information about your savings, investments, and retirement.
- Set your retirement goal: we also offer 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.
- Complete your investor profile: did you know that it’s good practice to review your profile every two years? Your situation may have changed and impacted your risk profile. You may want to complete or update your risk profile online to see where you stand.
- Finally, download now the Bâtirente mobile app: your savings, anywhere, anytime!
We wish you a nice summer!