Our Investment Accounts and Services
As one of Canada's premier administrators of registered and non-registered investment accounts, B2B Bank® Dealer Services¹ offers a full suite of accounts that enable individuals to amalgamate their investments by account type.
By selecting an investment account, you can give your clients a consolidated view of their investments and asset allocation, increased choice and diversification, along with convenient online access to statements, confirmations, tax receipts and reporting.
When the time is right for you and your clients to make the move to an investment account platform, contact B2B Bank Dealer Services.
B2B Bank Dealer Services provides the investment products and services today’s financial advisors and investors demand.
- We offer a wide variety of investment options: mutual funds, mortgages, GICs and more
- We issue quarterly and/or monthly client statements which are always sent to you first
- We provide online access for investors, advisors and group plan administrators
- We have a highly competitive fee schedule
- We deliver excellent service through a dedicated team of client service representatives
In everything we do, our goal remains the same: to keep it simple. And when it comes to managing many transactions across multiple accounts, simple is good.
- Group Plans
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- Online Access
- Fee for Service options
- Direct Trading
- SD Mortgages
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¹B2B 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.