Working with Investment Advisors

Managing your clients' wealth is your top priority. Supporting you is ours. Because, when you place your business with B2B Bank, you'll have access to an advisor-first banking suite with purpose-built products and services that are designed to work harder for the unique demands of advisors.

Our commitment to investment advisors extends to providing access to Canada's leading nominee account platform, and a solid product line-up from GICs and our FundSERV-enabled High Interest Investment Account (HIIA) to investment and RSP loans.

B2B Bank Dealer Services¹ provides a full suite of non-registered and registered accounts and services enabling you to diversify client holdings while consolidating them on a single, convenient platform.

What's the Bottom Line for You?

Whether you follow a conservative, blue-chip investment philosophy, or you tend to take a fresh approach when it comes to investing, one thing is for certain: B2B Bank will work with you by offering financial solutions to help fulfill the plan you set out for your clients.


¹ B2B 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.

This information is intended for financial intermediaries only.