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B2B Bank Financial Services Inc.
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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
Tax-Free Savings Account (TFSA) Product Information
Brochure
January 11, 2023
Institutional Services
Information Sheet
May 17, 2022
Demonstrating your value through Fee for Service
Information Sheet
November 24, 2021
Segregated Funds Product Information
Brochure
June 18, 2021
Transfer-in Program (T.I.P.)
Information Sheet
May 31, 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
Guide to B2B Bank Dealer Services for Advisors
Brochure
April 13, 2015
Introduction to B2B Bank Dealer Services for Investors
Brochure
January 16, 2015