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 | October 4, 2018 |
| Underwriting Guidelines - Alternative Mortgages | Information Sheet | October 4, 2018 |
| Equity 50 and Equity 65 | Overview | October 2, 2018 |
| Homeowner’s Kit | Overview | October 1, 2018 |
| Home Equity Line of Credit | Overview | October 1, 2018 |
| Standard Residential Overview Alternative Broker Mortgages | Overview | October 1, 2018 |
| Standard Residential Overview Insured and Conventional Broker Mortgages | Overview | October 1, 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 | October 25, 2018 |
| Distribution Alliance RSP Loan Program | Overview | October 25, 2018 |
| RSP Borrowing - Three factors to consider | Information Sheet | October 25, 2018 |
| Three steps to RSP lending | Information Sheet | October 25, 2018 |
| Let’s Talk RSP Webinar Series | Information Sheet | October 25, 2018 |
| RSP Loan Brochure | Brochure | February 5, 2018 |
| Investment Loan Overview | Overview | February 1, 2018 |
| Investment Loan Brochure | Brochure | February 1, 2018 |
| Investment Loans - Fast Forward your Savings | Brochure | February 1, 2018 |
| Distribution Alliance Investment Loan Program | Overview | 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 |
| 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 |
For advisor use only »
To obtain your user ID and password, call:
• your Business Development Manager, or
• 1.800.263.8349
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 |
|---|---|---|
| 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 |
