Summertime has finally arrived! This is the perfect time to take a moment to think about your short-, medium- and long-term projects!
Are you planning a move or renovations? Looking to build an emergency fund? Have you reached a stage in life where you’re hoping to accelerate your retirement plans?
Whatever your situation, you can keep all your projects on track this summer by completing these 4 actions directly in the MY ACCOUNT secure section and on our website:
- Take the time to carefully review your financial statement. It helps you take stock by providing key information about your savings, investments and retirement.
- Set your retirement goals. We offer you On Target Retirement®, a simple tool to help you plan and track progress toward your retirement goals. No matter your age, by answering a few questions, you’ll receive a plan to help you get there.
- Complete your investor profile. Did you know it’s considered best practice to review it every two years? Your situation may have changed, which could affect your risk profile. You can complete or update it online and see where you stand.
- Finally, download our mobile app from the App Store or Google Play* to track your savings anywhere, anytime.
Wishing you a wonderful summer!
®Registered trademark owned by Desjardins Financial Security Life Assurance Company.
*Apple and the Apple logo are trademarks of Apple Inc., registered in the United States and other regions. App Store is a service mark of Apple Inc.
Google Play and the Google Play logo are trademarks of Google LLC.