Over the past year, many of us have experienced changes to our personal or professional circumstances. The way we live our lives has been transformed, requiring us to change our plans for the short-term, medium-term, and long-term.
At Bâtirente, we have continued to carry out our primary mission of being a trusted partner for your savings geared to retirement or other goals. We have continued to support your efforts, particularly through our efficient and secure online tools.
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 as many of our members did in 2020?
Whatever your situation, you can keep track of all your projects by completing these three steps before the summer! To get started, just log in to the MY ACCOUNT* secure section:
- Review your financial statement: Did you know that your financial statement is posted for you every quarter in the secure section? This statement provides you with key information about your savings, investments, and retirement. Only your December 31 statement is sent to you by mail.
- Set your retirement goal: Bâtirente also offers you Retirement Scope, a simple online tool for planning and tracking your progress toward achieving your retirement goal. Whatever your age, by answering a few questions, you will create a plan to get there.
- Complete your investor profile: Your risk profile may have changed due to the unique situation we are currently living through. You may want to complete or update your risk profile online to see where you stand.
The MY ACCOUNT secure section allows you to follow and stay on top of your projects. But rest assured, we are more than a phone call away! Our Member Services Centre agents are available between Monday and Friday, from 8 a.m. to 8 p.m., to guide you through the secure section or help with any other questions you may have.
*Haven’t set up your online account yet? Do it in 2 easy steps by clicking the MY ACCOUNT button!