Articles
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.
4 great reasons to set up automatic transfers
Some projects are more motivating than others. When your goals are well defined, all you need is an action plan to achieve them. What are your goals? Maybe you want to go back to school, buy a new car, or take that dream vacation. Make your dreams a reality by setting realistic savings goals and sticking with them. Automatic transfers are a great way to help you achieve the things that matter most to you.
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.
Emergency Fund – because life happens
Unexpected turns in the road keep life interesting. But when it comes to an unexpected job loss or a leaky roof, it’s really no fun at all. To be prepared for whatever life might throw your way, it’s a great idea to have an emergency fund. So keep this in mind: the more you set aside, the easier it will be to get back on your feet when life throws a curve ball.
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 situation as of March 31, 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 first quarter.
Markets at a glance: The economic impact of tariffs
Bâtirente’s Investment Strategy Manager, Jean-François Dumais, comments on the threat of tariffs from the United States.
The Trump administration’s threat to impose a 25% tariff on Canadian exports to the US is creating uncertainty in the markets. Here are the key impacts and some tips on how to manage your portfolio in this context.