Articles
Thinking about consolidating your savings? We’ve got answers!
Wondering if there are benefits to bringing all your investments together? Are there any fees for transferring your assets? Why consolidate when we’re often told not to put all our eggs in one basket? And how do you go about moving your accounts to Bâtirente?
Find clear answers to the questions we hear most often on this topic.
Online tools to bring your projects to life!
At Bâtirente, we’re focused on providing solutions tailored to your needs and your retirement savings projects. What’s more, we know that you need information and practical tips to optimize your savings, reach your retirement goals or even be prepared to deal with life events. That’s why we’re constantly improving our range of online services. Discover them now!
Our funds at a glance
Each quarter, Bâtirente’s Investment Strategy Manager, Jean-François Dumais, shares our funds’ performance results with you and offers his comments regarding financial markets. This issue looks at the third quarter of 2025.
Markets at a glance
To help you better understand the performance of funds presented in your quarterly statement, Bâtirente’s Investment Strategy Manager, Jean-François Dumais, shares the economic and market highlights of 2025’s third quarter.
FHSA: Are you eligible?
The First Home Savings Account (FHSA) is an attractive savings solution that helps facilitate access to homeownership. Contributions to the plan are deductible, earnings grow tax-free, and withdrawals are not taxed if you are considered a first-time home buyer for an eligible property. Whether or not you are a first-time buyer, it is important to review the different eligibility criteria to see if you are entitled to open an FHSA.
Bringing your savings together is easier than ever!
Consolidating means bringing all your savings together in one place, and there are many advantages to doing so: lower management fees, access to a diversified, high-performance range of investments or having a complete picture of your assets at a glance.
Our funds at a glance
Each quarter, Bâtirente’s Investment Strategy Manager, Jean-François Dumais, shares our funds’ performance results with you and offers his comments regarding financial markets. This issue looks at the second quarter of 2025.
Markets at a glance
To help you better understand the performance of funds presented in your quarterly statement, Bâtirente’s Investment Strategy Manager, Jean-François Dumais, shares the economic and market highlights of 2025’s second quarter.
4 steps to take this summer!
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.
3 good reasons to contribute to a TFSA
With retirement coming up, maybe you’ve cut back on your work hours and have a better idea of what to expect when the time comes. You also realize that you don’t have as many financial commitments. And if you have kids, they’ll soon be leaving the nest, if they haven’t already. Your home might already be paid off or about to be, which takes a huge financial load off your shoulders. You might have more funds at your disposal, which you could use to save for retirement and beyond—money to make the most of those proverbial golden years and reduce the chances of outliving your savings.