Articles
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 situation as of March 31, 2025.
Reinvesting your tax refund really pays off!
Are you receiving a tax refund this year? There are several advantages to reinvesting that money. Of course, you could use it to treat yourself or your family but consider how contributing the tax refund to your Tax-Free Savings Account (TFSA) or your Registered Retirement Savings Plan (RRSP) could work for you.
Markets at a glance
To help you better understand the performance of funds presented in your quarterly statement, Bâtirente’s Investment Strategy Manager, Jean-François Dumais, shares the economic and market highlights of 2025’s first quarter.
7 questions about the TFSA
Is my TFSA deductible for income tax purposes? What is the annual contribution limit? Can I have two TFSA accounts?
Here are answers to the most frequently asked questions in order to take full advantage of this investment vehicle!
Contribute online, it’s simple!
Do you have projects in sight like going back to school, buying your first home or taking a family trip? You can bring these projects to life by setting realistic savings goals. Implementing an automatic savings strategy is a good way to achieve these goals whether they are short, medium or long term like your retirement.
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.
4 RRSP myths
Can an RRSP only be used for retirement? The markets are so volatile, is it worth it to open an RRSP? Having an RRSP is pointless if I have to pay tax on it once I’m retired?
Let’s set the record straight and correct any misconceptions that might be stopping you from making the most of this saving vehicle.
4 pitfalls to avoid to get the most from your RRSP
An RRSP is an excellent retirement savings tool. Still, you should be aware of the rules and other good practices that come with it.
Here are 4 pitfalls to avoid if you want to get the most from your plan and achieve what’s most important to you.
Markets at a glance: The economic impact of tariffs
Bâtirente’s Investment Strategy Manager, Jean-François Dumais, comments on the threat of tariffs from the United States.
The Trump administration’s threat to impose a 25% tariff on Canadian exports to the US is creating uncertainty in the markets. Here are the key impacts and some tips on how to manage your portfolio in this context.
Our funds at a glance – 2024 Highlights
Bâtirente’s Investment Strategy Manager, Jean-François Dumais, provides these economic and markets highlights for 2024.