Bringing your savings together is easier than ever!

11 Sep 2024 | Your goals

Bringing your savings together is easier than ever!
Consolidating means bringing all your savings together in one place, and there are many advantages to doing so! Lower management fees By pooling our members’ savings, we’re able to offer you substantially lower management fees than what you’ll get on the retail market. In practice, this means you’ll have more money for your retirement, you’ll be able to benefit from it longer or even retire earlier. Access to a diversified, high-performance range of investments Diversifying your investments involves spreading your money in various types of investments to reduce risks. But you don’t need to have many accounts with different providers to diversify your portfolio. With your Bâtirente group plan, you get access to a large selection of high-calibre managers to manage your savings. Consolidating your savings with Bâtirente ensures you maintain a diversified portfolio that could help mitigate losses due to market fluctuations. A complete picture of your assets Having all your savings with Bâtirente gives you a global overview of the total amount of your savings set aside for your retirement. With On target retirement® available in the  secure section and quarterly financial statements, a member can immediately see the impact of their decisions on their projected retirement income. Your financial statement makes it a breeze for you to see the impact of your decisions on your projected income in retirement. Online account transfer You can now benefit from an account transfer functionality available through our batirente.com website or our mobile app. Bâtirente members who have plans at another institution can now submit their account transfer request to us 100% electronically. This paperless feature also enables you to fully enjoy your group plan benefits, including advantageous pricing and a comprehensive investment offering.
  • Simplified experience: A simplified experience, since the request is made in a digital, self-service format.
  • Reduced processing time: The request can be completed in 5 minutes and forwarded almost immediately to the other financial institution (compared to an average of 10 business days for paper requests).
  • Tracking of request status: With automatically sent emails based on request progress, which will also display in your online account.
  ® Registered trademark owned by Desjardins Financial Security Life Assurance Company.

Consolidating means bringing all your savings together in one place, and there are many advantages to doing so!

Lower management fees
By pooling our members’ savings, we’re able to offer you substantially lower management fees than what
you’ll get on the retail market. In practice, this means you’ll have more money for your retirement, you’ll be able to benefit from it longer or even retire earlier.

Access to a diversified, high-performance range of investments
Diversifying your investments involves spreading your money in various types of investments to reduce risks. But you don’t need to have many accounts with different providers to diversify your portfolio. With your Bâtirente group plan, you get access to a large selection of high-calibre managers to manage your savings. Consolidating your savings with Bâtirente ensures you maintain a diversified portfolio that could help mitigate losses due to market fluctuations.

A complete picture of your assets
Having all your savings with Bâtirente gives you a global overview of the total amount of your savings set aside for your retirement.

With On target retirement® available in the  secure section and quarterly financial statements, a member can immediately see the impact of their decisions on their projected retirement income. Your financial statement makes it a breeze for you to see the impact of your decisions on your projected income in retirement.

Online account transfer
You can now benefit from an account transfer functionality available through our batirente.com website or our mobile app. Bâtirente members who have plans at another institution can now submit their account transfer request to us 100% electronically. This paperless feature also enables you to fully enjoy your group plan benefits, including advantageous pricing and a comprehensive investment offering.

  • Simplified experience: A simplified experience, since the request is made in a digital, self-service format.
  • Reduced processing time: The request can be completed in 5 minutes and forwarded almost immediately to the other financial institution (compared to an average of 10 business days for paper requests).
  • Tracking of request status: With automatically sent emails based on request progress, which will also display in your online account.

 

® Registered trademark owned by Desjardins Financial Security Life Assurance Company.

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