Working with Investment Dealers
As an investment dealer, your ability to manage sales, distribution and the daily operations of your firm is no small task. At B2B Bank, we recognize that effectively balancing all of these responsibilities is key to your long-term success.
Our competitive suite of product offers includes investment loans, RRSP loans, banking solutions – like our popular High Interest Investment Account (HIIA) – and GICs which can assist advisors in meeting a variety of client needs. As a leading supplier of third-party investment and RSP loans in Canada, your advisors also have access to our highly regarded distribution alliance programs with leading insurance and mutual fund companies, as well as select dealers (for RSP loans only) or through our standard loan programs which allow for multi-fund investments.
We're committed to helping advisors with product education and sales support to ensure every member of your team of financial professionals has the necessary tools to grow their book of business.
What's the bottom line for you?
We know that you require practical product solutions that work in everyday situations. And to help you succeed, we've made it our goal to support you and your advisor network with purpose-built banking solutions that are relevant and enduring over the long term.
Dealer review on EASE
This information is intended for financial intermediaries only.