5 tips to save for your projects

15 Nov 2024 | Your goals

5 tips to save for your projects
November is Financial Literacy Month and at Bâtirente we take to heart our mission to support you in all your projects. Regardless of your age, it's never too early or too late to start saving and planning for your projects or your retirement! 1. Plan The best way to make your projects a reality is to start with a financial plan. If you already have one, now is a great time to make sure it’s up to date. If not, it’s the perfect time to create one. 2. Save This means always putting money aside for your projects, even if you start small. Use payroll deductions, which will make this task easier. By investing your savings in your Bâtirente plan, you benefit from the strength of the group and therefore, from lower management fees thanks to the pooling of savings. 3. Invest First, determine the kind of investor you are by completing the investor profile questionnaire in the  secure section. Then, take the time to review the investment options we offered and select those that correspond to your needs. Trajectory offers members the peace of mind of being invested in an investment strategy that evolves with them over time and that continuously and automatically optimizes their investments to align with their risk profile based on their age. 4. Bring your savings together Consolidating means bringing all your savings together in one place, and there are many advantages to doing so: lower management fees, access to a diversified, high-performance range of investments or having a complete picture of your assets at a glance. 5. Follow your plan No matter what your dreams and plans are, you need to check your investments regularly to make sure you're on the right path. Several tools are available in the secure section, which offers you, right on the home page and in one look the status of your situation! Through the section, you also have access to your quarterly financial statements and to On Target Retirement®. Log in to the  secure section today to get started and to follow your projects! ® Registered trademark owned by Desjardins Financial Security Life Assurance Company

November is Financial Literacy Month and at Bâtirente we take to heart our mission to support you in all your projects. Regardless of your age, it’s never too early or too late to start saving and planning for your projects or your retirement!

1. Plan
The best way to make your projects a reality is to start with a financial plan. If you already have one, now is a great time to make sure it’s up to date. If not, it’s the perfect time to create one.

2. Save
This means always putting money aside for your projects, even if you start small. Use payroll deductions, which will make this task easier. By investing your savings in your Bâtirente plan, you benefit from the strength of the group and therefore, from lower management fees thanks to the pooling of savings.

3. Invest
First, determine the kind of investor you are by completing the investor profile questionnaire in the  secure section. Then, take the time to review the investment options we offered and select those that correspond to your needs. Trajectory offers members the peace of mind of being invested in an investment strategy that evolves with them over time and that continuously and automatically optimizes their investments to align with their risk profile based on their age.

4. Bring your savings together
Consolidating means bringing all your savings together in one place, and there are many advantages to doing so: lower management fees, access to a diversified, high-performance range of investments or having a complete picture of your assets at a glance.

5. Follow your plan
No matter what your dreams and plans are, you need to check your investments regularly to make sure you’re on the right path. Several tools are available in the secure section, which offers you, right on the home page and in one look the status of your situation! Through the section, you also have access to your quarterly financial statements and to On Target Retirement®. Log in to the  secure section today to get started and to follow your projects!

® Registered trademark owned by Desjardins Financial Security Life Assurance Company

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