Investment Loan transfers between AGF Trust Company and B2B Bank

Whether you’re single, in a couple, and with or without children, it’s always essential to make your budget, stick to it and adjust it over time to improve your financial health. This exercise, which may seem unnecessary for some people or too demanding for others, is a must to better understand your expenses and sources of income, adopt good financial habits, and determine and improve your financial leeway. It enables you to prioritize and carry out your short- and medium-term projects, as well as achieve your financial objectives.

 

The new and improved EASE has launched and now allows users to apply for any B2B Trust Distribution Alliance Loan or the new B2B Trust Select Loan in one convenient location with one access code and password. “This is what advisors have been waiting for”, notes Peter Viris, Assistant Vice-President of Distribution Alliances. He adds, “With the new enhancements to EASE, advisors can apply for all their various distribution alliance loans without having to log into different websites. It will be a huge time-saver”. The launch of EASE also brings the new B2B Trust Select Loan which allows advisors to consolidate their investments of more than one distribution alliance’s funds in one loan and still receive discounted pricing. With these new programs and enhancements, B2B Trust is, once again, delivering practical solutions to help advisors grow their business. To register for the new EASE, click here.

During the final weeks of the RRSP season, we will be extending our Clients Services hours to assist in answering any questions you may have.

During the final weeks of the RRSP season, we will be extending our Clients Services hours to assist in answering any questions you may have.