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:

Account Transfer Services
Fee for Service options
Group Plan Sponsor services
ICPM services²
Direct Trading²
Self-Directed Mortgages

¹B2B Bank Dealer Services includes B2B Bank Financial Services Inc., B2B Bank Securities Services Inc., and B2B Bank Intermediary Services Inc. B2B Bank Financial Services Inc. and B2B Bank Securities Services Inc. are members of the Canadian Investment Regulatory Organization (CIRO) and members of the Canadian Investor Protection Fund (CIPF). B2B Bank Intermediary Services Inc. is operating in Quebec and regulated by the Autorité des marchés financiers (AMF). B2B Bank is a trademark used under license.

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

PRODUCTS

B2B Bank Loans
Mortgages
Savings
Investment accounts

RATES

GICs
Loan rates
Mortgage rates
Banking rates

TOOLS

Calculators
Forms
Marketing material

RESOURCES

RSP resource centre
FAQs
B2B Bank Connect

BUSINESS
DEVELOPMENT

Contact Business Development

KEEP IN TOUCH

Contacts
Problem resolution
Communications centre

Accessibility
Privacy and Security
Account Information
Cookie Policy
Security Guarantee
Legal Notice
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