Welcome to B2B Bank Connect

Your source for financial services information, tips and tools. As a bank committed to offering services that meet the needs of financial professionals and their clients, our informative posts will deliver the helpful insights, in-depth knowledge and essential resources you can use to help you and your clients succeed. Issued quarterly, each edition of B2B Bank Connect will feature articles on topics such as the following:

  • Mortgages
  • Investment lending
  • Financial literacy

And all of the articles will be kept here for you to share with clients or use for your own knowledge. Check back regularly for new articles.

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Your business is important to us and we want to ensure that our articles are relevant to you. If there are topics you’d like us to explore, contact your Business Development Manager.

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Investment Loan Case Study: Maximize the wealth of your clients.

Investment Loan Case Study: Maximize the wealth of your clients.
Do you have prospects or existing clients that can benefit from using an investment loan to accelerate savings? Here is an example of how an investment loan, when used in the right situation, can be beneficial.

 

3 min. read

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Category: #Investment Accounts
Published on : 2022-06-09
Leveraged Investing

Leveraged Investing
A powerful financial strategy worth exploring

As a financial advisor, you want to see your clients achieve their financial goals. Leveraged investing is a valuable tool that can assist in strategizing a plan to build their wealth by using borrowing power to invest for the future.

3 min. read

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Category: #Investment Accounts
Published on : 2022-01-21

Net worth
How the bigger picture can help your clients qualify for a mortgage

There are a few scenarios where clients can have a difficult time obtaining a mortgage because of income:

• irregular source of income, e.g., commissions, tips, seasonal work,
• self-employed business
• low recorded income

 
3 min. read

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Category: #Mortgages
Published on : 2022-01-21
Digital literacy

Digital literacy
An important facet of financial literacy

November was Financial Literacy Month –  a chance for Canadians to reflect on personal finances and assess how to improve their financial wellness. During the pandemic, Canadians saw their financial lives move online, with everyday services ranging from grocery shopping to banking going digital. 

4 min. read

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Category: #Financial literacy
Published on : 2022-01-21

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