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We’re open longer to serve you better

During the final weeks of the RRSP season, we will be extending our Client Services’ hours to assist in answering any questions you may have.

Date	Hours
Monday, February 20 (Family Day — AB, BC, NB, ON, SK)	8:00 a.m. – 8:00 p.m. ET
Tuesday, February 21 – Friday, February 24	8:00 a.m. – 8:00 p.m. ET
Saturday, February 25	9:00 a.m. – 5:00 p.m. ET
Monday, February 27 – Tuesday, February 28	8:00 a.m. – 9:00 p.m. ET
Wednesday, March 1	8:00 a.m. – 11:59 p.m. ET

Get funding faster

No Proof of Income (POI)/ Proof of Assets (POA)¹ required for loans up to $50,000.
Submit documents electronically by encrypted email: Applications and supporting documents may be submitted to LoanDocuments@b2bbank.com.²
Early applications beat the rush: Send applications prior to February 13, 2023 to avoid delays and ensure your clients’ applications can be approved and funded before the contribution deadline of March 1, 2023.

Reminder: Ensure to obtain all required client signatures on the application prior to submitting the loan documentation.

First 60‑day contribution receipts
For your clients to be eligible for first 60‑day contribution receipts, RSP Loan applications and supporting documentation must be received in good order at B2B Bank by 5:00 p.m. ET on Wednesday, March 1, 2023. EASE is available until 11:59 p.m. ET on March 1, 2023 for new loan submissions. Paperwork for outstanding EASE applications that are received in good order after this deadline will result in clients receiving a 2023 contribution receipt. We recommend you contact the trustee for information about their final date for issuing first 60‑day contribution receipts.

RRSP Accounts
Cash or in‑kind contributions to a B2B Bank Dealer Services RRSP account and/or a B2B Bank Deposit RRSP account made between January 1 and March 1, 2023, may either be used against 2022 or 2023 income. Beginning March 2, 2023, contributions to these accounts can be used towards 2023 income.

Should you have any questions, please contact B2B Bank Client Services at 1‑800‑263‑8349 or B2B Bank Dealer Services at 1‑800‑387‑2087.

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B2B Bank
199 Bay Street, Suite 600
PO Box 279 STN Commerce Court
Toronto ON M5L 0A2
1-800-263-8349

1. Terms and conditions apply. Occasionally, B2B Bank may request POI/POA on certain applications. Subject to dealer requirements.

2. Documents submitted to us electronically must be sent by encrypted email for all loan applications. Where email encryption is not possible, you may continue to transmit such information to us by fax at 1‑866‑941‑7711. Advisors accept responsibility for ensuring the protection of all information and files transferred to B2B Bank via email. Applications and supporting documents must be submitted from advisors' corporate email addresses.

RRSP contributions cannot be deducted from income in all circumstances. Potential tax refunds are dependent on a number of factors, and making an RRSP contribution will not yield a tax refund in all circumstances. Consult a qualified tax professional for more information. This communication is intended exclusively for licensed Primerica Representatives (the “Representatives”) and their head offices and is for information purposes only. It can be distributed internally to all representatives of head offices. This communication is not intended for distribution to the general public. B2B Bank is a wholly-owned subsidiary of Laurentian Bank of Canada. B2B Bank does not provide investment advice to individuals, dealers or Representatives and does not endorse or promote any investment products, programs or strategies. The dealer and Representatives, not B2B Bank, are responsible for determining the suitability of investments for their clients and for informing them of the risks associated with borrowing to invest. The B2B Bank RSP Loan program is available exclusively through licensed Representatives. B2B Bank acts solely in the capacity of lender and loan account administrator. Any loan approval from B2B Bank should not be construed as an endorsement of any investment choice, program or strategy. All RSP loans are subject to credit approval and borrowed monies are due and payable regardless of the performance of the investments purchased. ®B2B BANK is a registered trademark of B2B Bank. B2B Bank is a subsidiary of Laurentian Bank of Canada.