TFSA Loans, the newest addition to the B2B Bank investment lending portfolio is an ideal product for your clients who are looking to maximize their tax-free savings power.
In a perfect world, your clients would establish pre-authorized TFSA contributions up to their allowable maximums each and every year. But the reality is, when it comes to TFSA contributions, monthly cash flow sometimes prevents this from happening. Or, some individuals simply prefer to borrow rather than use their own savings.
Regardless of the situation, B2B Bank's portfolio of TFSA loans offers a lending solution to match your clients' needs.
Our TFSA Loans
Our TFSA Loan offers your clients:
A wide variety of term lengths
Loan amounts starting as low as $5,000
Principal and interest payments
A wide range of product features
TFSA Loan Program Overview
|Loan Details||Variable Rate|
|Term||1 to 10 years|
|Submission method||Online or by mail|
Destination of Loan Proceeds
Proceeds from a B2B Bank Standard TFSA loan can be deposited to a B2B Bank Dealer Services1 TFSA.
See for yourself how easy it is to apply for a B2B Bank TFSA Loan.
Our workflows take you through each step of the online fax/mail application submission.
1B2B Bank Dealer Services includes B2B Bank Financial Services Inc. (Member of the Mutual Fund Dealers Association of Canada (MFDA)), 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 trademark under license.
B2B Bank does not provide investment advice to individuals or advisors and does not endorse nor promote any investment products. The dealer and advisor, not B2B Bank, are responsible for determining the suitability of investments for their clients and for informing them of the risks associated with borrowing to invest. While TFSA loans have the ability to magnify gains, they also have the potential to magnify market losses. B2B Bank acts solely in the capacity of lender and loan account administrator. Any loan approval by B2B Bank should not be construed as an endorsement of any investment choice, program or strategy. All loans are subject to credit approval and borrowed monies are due and payable regardless of the performance of the investments purchased. B2B Bank reserves the right to request additional information or documentation at its sole discretion. The B2B Bank TFSA Loan Program is available exclusively through licensed financial advisors.
This information is intended for financial intermediaries only.