Marketing Material

Up-to-date and always complete with valuable information, our library of marketing materials is the page you'll want to bookmark.

For marketing materials related to Investment Accounts and Services, please visit the B2B Bank® Dealer Services¹ website.

 
Document Name Type Date posted
BFS > 2 Years BFS Business Bank Statement Program Overview December 12, 2024
Standard Residential — Insured, Conventional and Alternative Mortgages Overview December 10, 2024
Alternative Mortgage Guidelines — Highlights Overview December 9, 2024
Business For Self – Insured, Conventional and Alternative mortgages Information Sheet December 9, 2024
Underwriting Guidelines — Insured and Conventional Mortgages Information Sheet November 26, 2024
Equity Program Overview November 26, 2024
Net Worth Program Overview November 26, 2024
Rental property — Insured, Conventional and Alternative Mortgages Overview November 22, 2024
Vacation/Secondary Home — Insured, Conventional and Alternative Mortgages Overview November 22, 2024
A wide range of solutions for your clients Overview November 22, 2024
Homeowner’s Kit Overview January 19, 2024
New Construction Extended Rate Guarantee Program Overview February 28, 2023
Home Equity Line of Credit Overview February 21, 2023
Mortgage application document checklist Information Sheet October 17, 2022
About B2B Bank Mortgages (client version) Brochure October 7, 2019
Five reasons to use a mortgage broker Brochure November 19, 2015
Document Name Type Date posted
Product Information — High Interest Investment Account (HIIA) Information Sheet February 1, 2018
Product Specifications — High Interest Investment Account (HIIA) Fact Sheet February 1, 2018
Document Name Type Date posted
RSP Loan Overview Overview December 12, 2023
RSP Loan Brochure Brochure December 12, 2023
RSP Borrowing — Three factors to consider Information Sheet July 17, 2023
Three steps to RSP lending Information Sheet July 17, 2023
Investment Loan Overview Overview May 8, 2023
Distribution Alliance Investment Loan Program Overview August 5, 2021
Admin Tips — Investment Loans (Independent MGAs) Information Sheet May 6, 2021
Admin Tips — Investment Loans (Dealer Services) Information Sheet May 6, 2021
Admin Tips — Investment Loans (IIROC) Information Sheet May 6, 2021
5 Cs of Credit Brochure May 2, 2021
Investment Loan Brochure Brochure May 2, 2021
Distribution Alliance RSP Loan Program Overview December 14, 2020
Investment Loans — Fast Forward your Savings Brochure February 1, 2018
RSP Loan Prospecting Letter Contact Sheet January 11, 2018
EASE Overview Overview January 9, 2018
TFSA Loan Prospecting Letter Contact Sheet July 24, 2017
Find your RSP solution Brochure January 26, 2017
Admin Tips — RSP Loans Information Sheet December 1, 2016
TFSA Loan Program Overview November 28, 2016
TFSA Client Brochure Brochure November 25, 2016
The Value of a Financial Advisor Brochure June 27, 2016
Investment Loans — Making time work for you Brochure March 18, 2015
Dealer Review MGA Overview December 19, 2014
Dealer Review Overview December 19, 2014
Investment Loans — Maximize your Wealth Brochure December 16, 2014
Investment Loans — Borrowing to invest Brochure December 16, 2014

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1B2B Bank® Dealer Services includes B2B Bank® Financial Services Inc. (an MFDA member), B2B Bank® Securities Services Inc. (an IIROC member, Member - Canadian Investor Protection Fund) and B2B Bank® Intermediary Services Inc. (an AMF-regulated dealer operating in Quebec). B2B Bank is a trade-mark used under license.

Document Name Type Date posted
Deposit Register Brochure March 17, 2022
About Deposits Fact Sheet February 1, 2018
Admin Tips — Non-Registered GICs Information Sheet November 18, 2013
Admin Tips — Registered GICs Information Sheet November 18, 2013
Document Name Type Date posted
Complaint Resolution Process Brochure June 30, 2022
B2B Bank Code of Confidentiality Brochure February 1, 2018
About B2B Bank — Client Brochure Brochure February 1, 2018
About B2B Bank Brochure May 26, 2015