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 your savings, reach your retirement goals or even be prepared to deal with life events like a home purchase or arrival of a baby. That’s why we’re constantly improving our range of online services. Discover them now!
Enhanced online enrolment experience
Penny, our virtual guide, is there to assist you as soon as you open a session in the MY ACCOUNT secure section. She’ll steer you through the entire enrolment process, which includes, among other things: confirmation of personal information, setting of financial goals or choice of investment instructions.
Retirement income simulator
Still in this secure section, the On Target Retirement® tool shows you at a glance the impact of your current financial decisions on your projected retirement income. You’ll be guided with personalized recommendations for achieving your retirement goal. By trying out different scenarios, you can immediately see the effect of a contribution increase, a change in planned retirement age and addition of other savings on your retirement target. Have you tried it yet? Find out how!
Your investor profile online
To achieve your retirement savings goals with complete peace of mind, your investment instructions need to match your investor profile. In fact, the way you choose to invest your contributions has to reflect your personal situation and your risk tolerance level. Thanks to the Investor profile questionnaire available in the MY ACCOUNT secure section, you’ll be able to determine your risk tolerance level and be better equipped to choose your investment instructions. What do you think your profile is?
Discover all these tools today for a successful retirement and to make your projects a reality!
®Registered trademark owned by Desjardins Financial Security Life Assurance Company.