Consolidating your assets, it’s worth it!

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.

4 pitfalls to avoid to get the most from your RRSP

4 pitfalls to avoid to get the most from your RRSP

An RRSP is an excellent retirement savings tool. Still, you should be aware of the rules and other good practices that come with it.

Here are 4 pitfalls to avoid if you want to get the most from your plan and achieve what’s most important to you.

Achieve your goals by contributing to your RRSP by February 29, 2024!

Achieve your goals by contributing to your RRSP by February 29, 2024!

How about making 2024 the year you start saving for your dreams? Start by asking yourself the right questions to reach your short-, medium- or long-term goals. What would you like to do? Buy your first home? Travel the world? Go back to school? Enjoy a quiet retirement? Whatever your reasons, they’re yours to guide you there! As a Bâtirente member, you get direct access to our expertise, our online tools, and a responsible investment platform. You’re in the right place to make your plan and bring your dreams to life!

A new year, a new start!

A new year, a new start!

How about making 2024 the year you start saving for your dreams? Start by asking yourself the right questions to reach your short-, medium- or long-term goals. What would you like to do? Buy your first home? Travel the world? Go back to school? Enjoy a quiet retirement? Whatever your reasons, they’re yours to guide you there! As a Bâtirente member, you get direct access to our expertise, our online tools, and a responsible investment platform. You’re in the right place to make your plan and bring your dreams to life!

RRSP or TFSA: What are the differences?

RRSP or TFSA: 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. In other words, we have two plans with two different sets of goals. Choose the one that best suits your needs and goals or combine them to maximize their benefits.