Accounts

B2B Bank Dealer Services offers a variety of account types to meet the financial and retirement savings, investment and income needs of Canadian investors.

Each account is administered as a nominee account that enables the investor to hold a wide range of investments in a single, convenient account.

  • Investment Accounts

    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.
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  • Tax-Free Savings Accounts (TFSAs)

    These flexible accounts enable investors to accumulate investment income and capital gains that are fully tax-sheltered.
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  • Registered Retirement Savings Plans

    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.
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  • Deferred Profit Sharing Plans (DPSP)

    Deferred Profit Sharing Plans (DPSPs) are an attractive addition to an employer's compensation plan to attract, retain and compensate high value employees.
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  • Registered Retirement Income Options

    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.
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  • Group Plans

    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.
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Banking That Works For Advisors®