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3 tips for budgeting like a pro!

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.

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Our funds at a glance

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.

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Markets at a glance

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.

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Investing: the two golden rules of success

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!

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How to plan your retirement?

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.

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Our funds at a glance

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.

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Markets at a glance

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 second quarter of 2023.

read more
4 steps to take this summer!

4 steps to take this summer!

Summertime has finally arrived! This is the perfect time to take a moment to think about your short-, medium- and long-term projects! Considering a move or renovations? Do you want to build an emergency fund? Have you reached a point in your life where you are thinking about moving up your retirement plans? Whatever your situation, you can keep track of all your projects by completing these 4 steps this summer.

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