Articles
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.
Our funds at a glance – 2024 Highlights
Bâtirente’s Investment Strategy Manager, Jean-François Dumais, provides these economic and markets highlights for 2024.
Markets at a glance : US elections special edition
Bâtirente’s Investment Strategy Manager, Jean-François Dumais, shares his comments following the US elections. Donald Trump’s election prompted an immediate response from the financial markets, marked by heightened volatility. Here are the main impacts and some tips for managing your portfolio in this context.
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 2024.
RRSP, TFSA or FHSA: What are the differences?
An RRSP is a tax-deferral tool that helps you save for retirement. A TFSA is a savings tool that you can also use for retirement, as well as the other projects you have going on. An FHSA is a tax saving tool that helps you save towards the purchase of your first home. In other words, we have three plans with three different sets of goals.
Frequently Asked Questions about the FHSA
What are the FHSA eligibility requirements? What is the FHSA contribution limit? Can I use both the FHSA and the HBP to buy a first home?
Here are answers to some of the most frequent questions about the FHSA.
Consolidating your assets, it’s worth it!
Consolidating means bringing all your savings together in one place, and there are many advantages to doing so!
Are there any fees for transferring my investments? Why consolidate, given that we’re often told not to put all our eggs in one basket? How do I transfer my accounts to Bâtirente? Here are answers to the questions you’ve been asking us on this topic.