Marketing Materials

Up-to-date and always complete with valuable information, our library of marketing materials is the page you'll want to bookmark.

Document Name Type Date posted
Transfer-in Program (T.I.P.) Information Sheet May 31, 2017
Demonstrating your value through Fee for Service Information Sheet April 27, 2017
Value of our Services Information Sheet February 10, 2016
Client Name Model vs. Nominee Model Information Sheet February 10, 2016
Benefits of a Group Plan Information Sheet February 10, 2016
Tax-Free Savings Account (TFSA) Product Information Brochure May 5, 2015
Guide to B2B Bank Dealer Services for Advisors Brochure April 13, 2015
Introduction to B2B Bank Dealer Services for Investors Brochure January 16, 2015
Segregated Funds Product Information Brochure January 16, 2015