Go to main content
Main navigation
I am
:
I need
:
Rates
Rates
Forms
Forms
Support
Marketing Materials
Communications Centre
Contact us
Contact Us
Distribution Alliance and Channel Support
SIGN IN
Advisor Access
Group Access
Investor Access
Search
Navigation
HOME
Français
B2B Bank
Search
Sign in
Online loans - EASE
Advisor Access
Group Access
Online banking
Investor Access
I need
Rates
Rates
Forms
Forms
Support
Marketing Materials
Communications Centre
Contact us
Contact Us
Distribution Alliance and Channel Support
About us
B2B Bank Dealer Services
Overview
B2B Bank Financial Services Inc.
B2B Bank Securities Services Inc.
B2B Bank Intermediary Services Inc.
Tools and Support
Communications
Get Started
Contact Us
Distribution Alliance and Channel Support
Platform
Our Platforms
Investor Access
Advisor Access
Group Access
Pre-Authorized Debits
Systematic Withdrawal Plans
Re-investment of Dividends and Distributions
Tools and Support
Forms
Calculators
Services
Our Services
Overview
Value-Added Account Services
Account Transfer Assistance and Services
Fee for Service
Group Plan Sponsor
Investment Counsellors and Portfolio Managers
E-Trading
ETF Trading
Tools and Support
Doing Business With Us
Grow Your Business with B2B Bank Dealer Services
Get Started
Contact Us
Accounts
Our Accounts
Overview
Non-Registered Investment and Savings Plans
Tax Free Savings Accounts
Retirement Savings Plans
Deferred Profit Sharing Plans
Registered Retirement Income Options
Group Plans
Tools and Support
Marketing Materials
Forms
Rates
Calculators
CRM2
Fund List
Get Started
Contact Us
Applications
Discount Brokerage
Discount Brokerage
Discount Brokerage
Services for existing accounts
Tools and Support
Discount Brokerage Forms
Discount Brokerage Applications
Discount Brokerage Fees
Get Started
Open an Account
Contact Us
About B2B Bank
Français
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
November 26, 2024
Tax-Free Savings Account (TFSA) Product Information
Brochure
November 26, 2024
Value of our Services
Information Sheet
November 26, 2024
Benefits of a Group Plan
Information Sheet
November 25, 2024
Demonstrating your value through Fee for Service
Information Sheet
November 25, 2024
Introduction to B2B Bank Dealer Services for Investors
Brochure
November 25, 2024
Segregated Funds Product Information
Brochure
November 25, 2024
Client Name Model vs. Nominee Model
Information Sheet
November 25, 2024
Guide to B2B Bank Dealer Services for Advisors
Brochure
April 13, 2015