Our Services

In addition to providing the investment accounts, B2B Bank® Dealer Services¹ delivers the services today’s financial advisors and investors demand.

Our Platform

Our nominee account platform enables:

  • Consolidation of accounts by type
  • Full range of investment options
  • Detailed statements and reporting
  • Convenient deposits, and withdrawals
  • Individual contribution and tax receipts
  • Fast transfers between fund companies

Value-Added Services

Options today’s advisors and investors demand:

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.

2 ICPM services and Direct Trading are only offered through B2B Bank Securities Services Inc.