Customized retirement income plan
INCLUDED SERVICE
Can I retire next year? In three years? Will I have enough money to fulfill my retirement projects? And what if I work part time?
When these questions come to mind, you can contact a Bâtirente advisor who can provide you with a customized decumulation plan for your retirement capital.
With information on your lifestyle, your retirement projects, the income from public pension plans and your other sources of income, the group-annuity advisors will evaluate with you different scenarios to structure your retirement income efficiently.
With this plan, you will be able to retire with your mind at ease.
This service is mainly designed for members who wish to retire in the next few years. To take advantage of this service, simply make an appointment. A Bâtirente advisor will contact you at your convenience.
When your advisor will contact you, you will need the following documents for you and your spouse, if applicable:
- The statements from your investments held outside Bâtirente (pension funds, RRSPs, SPPs, TSFAs, non-registered savings, etc.)
- Your most recent statement from Retraite Québec (to receive a copy, call 1 800 463-5185)
If you wish, you can complete the Monthly Budget document before your first meeting.
You can also consult the document on the options available when you retire, as well as other useful references concerning your Old Age Security (OAS) pension, your Guaranteed Income Supplement (GIS), your Quebec Pension Plan (QPP), etc.
To contact us
1 800 463-6984