Consolidating means bringing all your savings together in one place, and there are many advantages to doing so!
Are there any fees for transferring my investments? Why consolidate, given that we’re often told not to put all our eggs in one basket? How do I transfer my accounts to Bâtirente? Here are answers to the questions you’ve been asking us on this topic.
How about making 2024 the year you start saving for your dreams? Start by asking yourself the right questions to reach your short-, medium- or long-term goals. What would you like to do? Buy your first home? Travel the world? Go back to school? Enjoy a quiet retirement? Whatever your reasons, they’re yours to guide you there! As a Bâtirente member, you get direct access to our expertise, our online tools, and a responsible investment platform. You’re in the right place to make your plan and bring your dreams to life!
How about making 2024 the year you start saving for your dreams? Start by asking yourself the right questions to reach your short-, medium- or long-term goals. What would you like to do? Buy your first home? Travel the world? Go back to school? Enjoy a quiet retirement? Whatever your reasons, they’re yours to guide you there! As a Bâtirente member, you get direct access to our expertise, our online tools, and a responsible investment platform. You’re in the right place to make your plan and bring your dreams to life!
From gifts to gatherings, the holidays can put additional financial strain on your budget. Sound planning can help prevent your year-end shopping from causing financial stress.
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.
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.