Marketing Material

Up-to-date and always complete with valuable information, our library of marketing materials is the page you'll want to bookmark.

For marketing materials related to Investment Accounts and Services, please visit the B2B Bank® Dealer Services¹ website.

 
Document Name Type Date posted
Why Choose B2B Bank Overview January 16, 2017
Underwriting Guidelines - Insured and Conventional Mortgages Information Sheet February 3, 2016
Mortgage Solutions at a Glance Brochure February 3, 2016
Business for Self - Solutions At a Glance Overview February 3, 2016
Standard Residential Overview Insured and Conventional Broker Mortgages Overview February 3, 2016
Understanding B2B Bank rental calculations Overview December 3, 2015
Five reasons to use a mortgage broker Brochure November 19, 2015
B2B Bank mortgages in Quebec Fact Sheet September 21, 2015
About B2B Bank Mortgages (client version) Brochure August 5, 2015
Business For Self - New Professional Overview July 31, 2015
Vacation/Secondary Home Alternative Broker Mortgages Overview February 14, 2015
New Construction Extended Rate Guarantee Program Overview February 11, 2015
Standard Residential Overview Expanded Broker Mortgages Overview February 11, 2015
Business For Self - less than two years Overview February 11, 2015
Business For Self - more than two years Overview February 11, 2015
Business For Self - Expanded Overview February 11, 2015
Credit Rebuild Overview February 11, 2015
Equity 50 and Equity 65 Overview February 11, 2015
Rental Alternative Broker Mortgages Overview February 11, 2015
Rental Expanded Broker Mortgages Overview February 11, 2015
Secondary Income Qualifier (SIQ) Expanded Broker Mortgages Overview February 11, 2015
Standard Residential Overview Alternative Broker Mortgages Overview February 11, 2015
Vacation/Secondary Home Expanded Broker Mortgages Overview February 11, 2015
Vacation/Secondary Home Insured and Conventional Broker Mortgages Overview February 11, 2015
Secondary Income Qualifier (SIQ) Alternative Broker Mortgages Overview February 11, 2015
Underwriting Guidelines - Expanded and Alternative Mortgages Information Sheet January 16, 2015
Document Name Type Date posted
Product Information - High Interest Investment Account (HIIA) Information Sheet January 16, 2015
Product Information - B2B Bank HISA B2B Bank Business HISA Information Sheet January 16, 2015
Product Information - Unsecured Line of Credit Information Sheet July 7, 2012
Product Specifications - High Interest Investment Account (HIIA) Fact Sheet July 7, 2012
Document Name Type Date posted
Distribution Alliance RSP Loan Program Overview December 7, 2017
RSP Loan Overview Overview November 22, 2017
RSP Borrowing - Three factors to consider Information Sheet October 13, 2017
Three steps to RSP lending Information Sheet October 13, 2017
TFSA Loan Prospecting Letter Contact Sheet July 24, 2017
RSP Loan Prospecting Letter Contact Sheet July 13, 2017
Admin Tips – Investment Loans (Independent MGAs) Information Sheet February 17, 2017
Investment Loan Overview Overview February 17, 2017
Admin Tips – Investment Loans (Dealer Services) Information Sheet February 17, 2017
Find your RSP solution Brochure January 26, 2017
Admin Tips - RSP Loans Information Sheet December 1, 2016
TFSA Loan Program Overview November 28, 2016
TFSA Client Brochure Brochure November 25, 2016
The Value of a Financial Advisor Brochure June 27, 2016
Admin Tips – Investment Loans (IIROC) Information Sheet June 15, 2015
Investment Loans - Making time work for you Brochure March 18, 2015
5 Cs of Credit Brochure February 19, 2015
Distribution Alliance Investment Loan Program Overview February 19, 2015
Dealer Review MGA Overview December 19, 2014
EASE Overview Overview December 19, 2014
Dealer Review Overview December 19, 2014
Investment Loan Brochure Brochure December 19, 2014
RSP Loan Brochure Brochure December 19, 2014
Investment Loans - Maximize your Wealth Brochure December 16, 2014
Investment Loans - Borrowing to invest Brochure December 16, 2014
Investment Loans - Fast Forward your Savings Brochure October 23, 2014

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.

Document Name Type Date posted
About Deposits Fact Sheet January 20, 2015
Deposit Register Brochure April 2, 2014
Admin Tips - Non-Registered GICs Information Sheet November 18, 2013
Admin Tips - Registered GICs Information Sheet November 18, 2013

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Document Name Type Date posted
B2B Bank Code of Confidentiality Brochure October 2, 2015
About B2B Bank - Client Brochure Brochure August 31, 2015
About B2B Bank Brochure May 26, 2015
Problem Resolution Process Brochure January 30, 2015