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 is a recap of 2021.
Advantages of the Bâtirente RRSP: register to our information session!
The RRSP season is in full swing. Sign up for our free virtual information session! Whether it’s to save for retirement, buy or build your first home or finance a return to school, we can help you plan your future with the Bâtirente RRSP.
RRSP: 6 mistakes to avoid
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 6 mistakes to avoid if you want to get the most from your plan.
Year-end statement: is your file up to date?
Financial statements as of December 31 will be deposited in the My account secure section at the beginning of the year. This statement provides a comprehensive financial picture of the past year. You will receive an email when your statement will be available online if you have checked the Electronic or Electronic and paper option in the communication preferences of your profile.
Positive performance of the Diversified funds in the third quarter
As in the first semester, the Bâtirente Diversified Funds performed positively in the third quarter, posting returns of between 0.8% and 1.3%, based on the risk profile. The positive track record of these Diversified funds has been largely due to the performance of our various equity portfolios and our ESG-listed real assets portfolio.
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.