News
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?
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.
5 tips to celebrate the holidays without breaking the bank
From gifts to gatherings, the holidays can put additional financial strain on your budget. Sound planning can help prevent your year-end shopping from causing financial stress.
3 tips for budgeting like a pro!
Creating a budget isn’t as scary or difficult as you think. All you have to do is sit down and look at your numbers, evaluate how much you earn and what your expenses are. A budget will help make sure you don’t spend more than you earn, and it creates excellent spending habits for the future – because debt and bad credit is a pitfall we should all try to avoid.
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 2023.
Online tools to bring your projects to life and for a successful retirement!
Online tools to bring your projects to life and for a successful retirement! At Bâtirente, we’re focused on providing solutions tailored to your needs and your retirement savings projects. What’s more, we know that you need information and practical tips to optimize...
Markets at a glance
To help you better understand the funds in which you’ve invested, Bâtirente’s Investment Strategy Manager, Jean-François Dumais, offers his analysis here of the economic conditions for the third quarter of 2023.
Investing: the two golden rules of success
Approximately 5% of Canada’s labour force works in the financial sector. For the other 95%, the topic of investing might be intimidating. Deciding where to invest is an important part of financial planning, and there’s no shame in admitting, “Umm, I’m not sure where I should invest my money”. The good news is there are a number of resources that can help you!
How to plan your retirement?
One of the fundamental steps to ensuring a successful retirement is to develop a plan. There are no good or bad moments to start thinking about what you will do at this point in your life. Where will your income come from, how much do you need to save for your dream retirement? Here are 4 tips to start your thinking.
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 2023.