About Us

B2B Bank Dealer Services is one of Canada's largest carrying dealer organizations providing account administration, clearing and settlement, and reporting services to independent dealers, advisors and individual investors across the country.

B2B Bank Dealer Services is a family of mutual fund and investment dealers providing account administration, clearing and settlement, and reporting services to independent dealers, advisors and individual investors across the country.

B2B Bank Dealer Services has more than 30 years of experience serving Canada's investment community, helping Canadians build and manage their wealth.

Comprised of three firms:

Together we deliver a wide range of investment products and services to more than 300,000 investors through our association with over 150 dealers and 27,000 independent advisors from coast-to-coast.

Banking That Works For Advisors®