Working with Mutual Fund Dealers

Whether you're responsible for a firm of 2 or 2,000 advisors, you have a lot on your plate: from managing sales and distribution, to meeting client needs and overseeing the day-to-day processing requirements of your dealership. At B2B Bank, we realize that effectively balancing all of these responsibilities is key to your long-term success.

Our products can help advisors meet a variety of investment needs, including nominee accounts, GICs and the popular High Interest Investment Account (HIIA). 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.

In addition to competitive products and services and a strong understanding of your business, we're committed to helping advisors with product education, sales support and administration – all 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?

In this highly complex and ever-evolving industry, knowing you can count on a financial services provider to fully support your advisors is essential. Because at B2B Bank, we're committed to building a first-class banking experience for you, your advisors, and clients alike.


Dealer review on EASE

This information is intended for financial intermediaries only.