B2B Bank Dealer Services is one of Canada's leading providers of registered and non-registered investment account services for Canadian financial advisors. Our nominee account platform and value-added services ensure that financial advisors and their clients have the tools they need to manage and build their wealth.
Our platform enables advisors and investors to hold their investments securely, in what is commonly known as nominee name. By holding the investments nominee name, rather than being registered individually in each clients' name, means that a wide variety investments can be held in a single consolidated account, with purchases, sales and transfers conducted efficiently and without delay.
Nominee accounts are available for a wide variety of Account Types. Whether clients wish to invest in a Tax Free Savings Account (TFSA), save for retirement in an RRSP, or establish a Group Plan for their employees, choosing a nominee account platform will simplify transaction processing, account management and reporting and let you focus on building your practice.