New Turnkey Investment Strategy2012-01-30
Trajectory is a completely new turnkey investment strategy that automatically adjusts your investment portfolio according to the number of years remaining before retirement.
From year to year, your portfolio is adjusted to reach the targeted allocation between growth focused assets (equity, global real estate, commodities) and capital preservation focused assets (fixed income).
This is how the composition of your portfolio evolves according to your investment horizon. Trajectory lets you benefit from a stringent investment strategy designed by experts, while avoiding the need to adjust your portfolio allocation.
This worry-free solution is also tailored to retired individuals, helping to simplify the management of investments and withdrawals throughout retirement. (See below.)
To learn more about Trajectory, contact our Member Services Department.
Simplicity and Peace of Mind throughout Retirement
The Trajectory investment strategy provides you with the flexibility you need to develop a plan to convert your accrued capital into a retirement “paycheque” tailored to your needs and expectations.
Thus, if you wish to continue managing your capital, Trajectory is designed to let you to pull regular and long-lasting income from it. Furthermore, it maintains at all time the possibility of converting your capital into a life annuity, thus providing you with a guaranteed income. In that case, Bâtirente will seek for you the best annuity available on the Canadian insurance market.
If you prefer to acquire an annuity upon retirement or need to liquidate the totality of your accrued assets quickly, Trajectory proposes a stream that accelerates the sheltering of patrimony in the last ten years before retirement. In this case, your portfolio would become more focused on fixed income securities.
Bâtirente will offer you the services of its professional team, to support you while making these important decisions and to help you plan your retirement income.