Distribution Alliance Programs

Over the years, B2B Bank has developed a solid reputation for delivering highly-regarded distribution alliance programs to leading insurance and mutual fund companies, as well as to select dealers. The popularity of these programs continues to grow with increasing interest – and participation – from companies across Canada.

We offer four types of distribution alliance programs:

Distribution Alliance Mutual Fund Loans

These loan programs are offered through industry-leading Canadian mutual fund companies that do not have in-house lending programs.

Distribution Alliance Segregated Fund Loans

Segregated fund loans are available through distribution alliance programs with a number of Canada's finest insurance companies.

Distribution Alliance RSP Loans

Distribution alliance RSP loans are available through insurance and mutual fund companies, as well as through select mutual fund dealers.

Distribution Alliance TFSA Loans

Distribution alliance TFSA loans are available through insurance and mutual fund companies, as well as through select mutual fund dealers.

Distribution Alliance Programs

Company Name Mutual Fund Loans Segregated Fund Loans RSP Loans¹ TFSA Loans¹
AGF Investments Inc. X   X  
Assumption Life   X X  
Bridgehouse Asset Managers X   X  
Canada Life   X X  
Canoe Financial LP X   X  
CI Investments Inc. X   X  
CI SunWise   X    
Dynamic Funds X   X  
Empire Life   X X  
Empire Life Investments X   X  
Equitable Life   X X X
Fidelity Investments Canada X   X  
Foresters Financial Investment Management Company of Canada Inc. X   X  
Franklin Templeton Investments X   X  
IA Clarington X   X  
IA Clarington GIF   X X  
Industrial Alliance Insurance and Financial Services Inc   X    
Invesco X   X  
ivari   X X  
La Capitale     X X
Mackenzie Investments X   X  
Manulife²   X X  
Marquest Asset Management Inc. X   X  
National Bank Securities X   X  
Natixis Global Asset Management X   X  
NEI Investments X   X  
RBC Life Insurance Company   X X  
Renaissance Investments X   X  
Sentry Investments X   X  
Sprott Asset Management LP X      
SSQ Investment and Retirement   X X X
Stone & Co. X      

¹Loan funding is forwarded to the distribution alliance for deposit to a client's RRSP, RESP or TFSA. Contact your dealer to determine whether RESP funding is available to you.
²SLI fund only