Working with Mutual Fund Advisors

Charting long-term financial plans for budding investors. Developing investment strategies for a generation of aging "boomers". Easing retirees into their golden years. For these, and all of the other commitments you've made to your clients, B2B Bank is here to support you.

Our suite of products and services includes:

  • Investment and RSP Loans, to help maximize opportunities to build wealth.
  • GICs and banking products, such as the popular B2B Bank High Interest Investment Account (HIIA), for secure deposits at competitive rates.
  • Investment Accounts and Services offered by B2B Bank Dealer Services¹, to enable clients to diversify and consolidate their investments.

When it comes to service, our first step is listening to your needs and what you require to serve your clients. Our Business Development and Client Services teams are there to help whether you are submitting a new application or trade, or looking for ways to grow your business.

What's the Bottom Line for You?

With two decades of experience serving the advisor community, B2B Bank is a name you know and a company you can depend on. You'll discover a number of advantages when you deal with us: we keep you informed on the status of submitted business; we turn around trades quickly and accurately; and we promise to provide you and your staff with the level of service you deserve.

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.