Each account is administered as a nominee account that enables the investor to hold a wide range of investments in a single, convenient account.
Non-registered investment accounts enable the investment of an unlimited amount of money in an individual's name, in a joint account, in trust, or on behalf of incorporated and unincorporated organizations.
These flexible accounts enable investors to accumulate investment income and capital gains that are fully tax-sheltered.
Consolidating retirement savings and investments in a B2B Bank Dealer Services Registered Retirement Savings Plan (RRSPs) makes it easier to see and manage this important asset.
Deferred Profit Sharing Plans (DPSPs) are an attractive addition to an employer's compensation plan to attract, retain and compensate high value employees.
Most Canadians will retire with more options and sources of income than they have ever had before. Consolidating all RRSP investments into a single plan simplifies conversion from savings to income.
Group Plans offer all of the value and convenience of individual registered and non-registered savings and investment plans with the added benefits of convenient payroll deduction.