Investment, RSP and TFSA Loans

Every company works a little differently and figuring out how things get done can be time consuming. B2B Bank is here to lend a hand. We've created the following tips on submitting new business to help keep things simple and make the process as quick and easy as possible.

Investment Lending

  • If you're new to B2B Bank's Investment Loan Program, please contact one of our business development representatives or a client service representative at 1.800.263.8349.
  • Become familiar with the concept of leveraging and our investment loan program. If you feel it's a suitable strategy for your clients, find out what we look for when assessing applicants.
  • Review our application workflow to understand the submission processes.
  • Help your client complete a loan application. If you come across a section that needs clarification, take a look at our sample Investment Loan Application.
  • Fax the application and supporting documents to 1.866.941.7711. Mail originals to B2B Bank, Investment Lending, 199 Bay Street, Suite 600, PO Box 279 STN Commerce Court, Toronto ON M5L 0A2.¹

RSP Loans

  • If you're new to B2B Bank's RSP Loan Program, please contact one of our business development representatives or a client service representative at 1.800.263.8349.
  • Become familiar with our RSP loan program. If borrowing for registered accounts makes sense for your clients, find out what we look for when assessing applicants.
  • Have you heard about EASE? It's our online RSP loan application process that adjudicates loans in seconds. Decide if you want to submit your loans electronically via EASE, or the paper way, and follow the appropriate application workflow to understand our submission processes.
  • Help your client complete a loan application. If you come across a section that needs clarification, take a look at our sample RSP Loan Application.
  • Whether you choose the EASE way or the paper way, mail original RSP loan applications with supporting documents to B2B Bank, Investment Lending, 199 Bay Street, Suite 600, PO Box 279 STN Commerce Court, Toronto ON M5L 0A2.¹

TFSA Loans

  • If you're new to B2B Bank's TFSA Loan Program, please contact one of our business development representatives or a client service representative at 1.800.263.8349.
  • Become familiar with our TFSA loan program. If borrowing for registered accounts makes sense for your clients, find out what we look for when assessing applicants.
  • Have you heard about EASE? It's our online RSP loan application process that adjudicates loans in seconds. Decide if you want to submit your loans electronically via EASE, or the paper way, and follow the appropriate application workflow to understand our submission processes.
  • Help your client complete a loan application. If you come across a section that needs clarification, take a look at our sample TFSA Loan Application.
  • Whether you choose the EASE way or the paper way, mail original RSP loan applications with supporting documents to B2B Bank, Investment Lending, 199 Bay Street, Suite 600, PO Box 279 STN Commerce Court, Toronto ON M5L 0A2.¹

¹Advisors submitting applications through a distribution alliance should consult their loan program guide and/or contact their Dealer head office to verify submission procedures.