Articles
Consolidating your assets with Bâtirente, 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.
Good fund performance in the second quarter
As in the first quarter, the Bâtirente Diversified Funds performed well in the second quarter, posting returns of between 2.8% and 5.6%, based on the risk profile.
Take advantage of our online tools to make your life a lot easier
At Bâtirente, we are deeply committed to the mission of being the partner in your projects. We understand your need for information and practical tips for optimizing your savings, reaching your retirement goals, or simply being better prepared to face your life events along the way. Therefore, we are continually improving the online tools available in the My account secure section of our website.
The financial statement: a great way to track your savings and help make your plans a reality
Since 2018, Bâtirente has been providing quarterly financial statements so you can track the progress of your savings efforts. These statements are available in the My account secure section of our website. Additionally, at the beginning of the year, a statement with a complete financial picture of the previous year is mailed to your home.
3 important steps to take before this summer!
Over the past year, many of us have experienced changes to our personal or professional circumstances. The way we live our lives has been transformed, requiring us to change our plans for the short-term, medium-term, and long-term. At Bâtirente, we have continued to...
2020 taxes: answers to your questions
Tax season is now in full swing and you may have some questions. Among questions that come back to us often, there is the one about the time it takes to receive your RRSP receipt for the first 60 days of 2021. Please note that it is now available in the My account secure section. In addition, it will be mailed to you at the end of March.
5 arguments for TFSAs
With a more promising year in store than the last, you are feeling more confident and are determined to boost your savings. That is a great goal, and the tax-free savings account (TFSA) could be the perfect way to help you achieve it. Since a TFSA allows you to build...
Emergency funds: save for a rainy day without giving up your dreams
We often hear how important it is to have an emergency fund, but for many people, it is not always a top priority. But having a financial cushion to fall back on when something unexpected happens means you will not have to dip into your savings and sacrifice what is...
Sustained Fund Performance in the Last Quarter
Continuing their results trend from Q2 and Q3, the Bâtirente Diversified Funds experienced sustained performance in Q4 of 2020, posting absolute returns of between 3.0% and 9.3%, based on the risk profile.
Canada Emergency Response Benefit: What’s the impact on your tax bill?
Since January 11, 2021, the Canada Revenue Agency (CRA) has been sending out T4A statements to individuals who received the Canadian Emergency Response Benefit (CERB) in 2020. Accordingly, Revenu Québec will be issuing RL-1 slips to CERB recipients. These particular...