About Us

About Us

Our three dealers are leaders in serving independent financial advisors, dealers and individual investors across Canada

Our Services

Our Services

We help our clients consolidate and manage investment portfolios so they can focus on building wealth.

  • Our Platform
  • Value-added Services

Plans and Accounts

Plans and Accounts

Choose from RRSPs and TFSAs to group plans and non-registered investment accounts, we have the accounts and services you need.

  • Accounts
  • Group Plans

Business Development

To find the Business Development Manager in your area, enter the first three characters of your postal code in the text field below and click Find.

Working with Us

Working with Us

Looking to do business with B2B Bank Dealer Services, or ways to grow your business? We are here to help.