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.

 

To comply with the updated OSFI B20 Guidelines relating to Mortgage Underwriting Practices and Procedures, B2B Bank will be making several changes to our mortgage product suite. As a result of these changes, we are in the process of updating our website, and marketing materials.

We are working to update the impacted materials to best serve our partners. Should you have any questions or concerns, please contact your Business Development Manager.

Document Name Type Date posted
Underwriting Guidelines - Insured and Conventional Mortgages Information Sheet April 23, 2018
Underwriting Guidelines - Expanded and Alternative Mortgages Information Sheet April 23, 2018
Five reasons to use a mortgage broker Brochure November 19, 2015
About B2B Bank Mortgages (client version) Brochure August 5, 2015
New Construction Extended Rate Guarantee Program Overview February 11, 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 February 5, 2018
RSP Loan Brochure Brochure February 5, 2018
Investment Loan Overview Overview February 1, 2018
Investment Loan Brochure Brochure February 1, 2018
Distribution Alliance RSP Loan Program Overview February 1, 2018
Investment Loans - Fast Forward your Savings Brochure February 1, 2018
Distribution Alliance Investment Loan Program Overview February 1, 2018
RSP Borrowing - Three factors to consider Information Sheet January 23, 2018
Three steps to RSP lending Information Sheet January 23, 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
Admin Tips – Investment Loans (Independent MGAs) Information Sheet February 17, 2017
Admin Tips – Investment Loans (Dealer Services) Information Sheet February 17, 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
Admin Tips – Investment Loans (IIROC) Information Sheet June 15, 2015
Investment Loans - Making time work for you Brochure March 18, 2015
5 Cs of Credit Brochure February 19, 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

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 April 30, 2018
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
B2B Bank Code of Confidentiality Brochure February 1, 2018
Problem Resolution Process Brochure February 1, 2018
About B2B Bank - Client Brochure Brochure February 1, 2018
About B2B Bank Brochure May 26, 2015