PFS save time

We believe in the power of independent financial advice and the benefits of working with a representative. That's why we've based our business model on supporting the needs of financial professionals like you.

B2B Bank
& Primerica

Yes, we're a bank. But we've kept our independent, client-focused spirit as we've grown.

That's why Primerica — the largest independent financial services marketing organization in North America — works with us in offering solutions for everyday Canadians.

About B2B Bank

We are 'behind-the-scenes' intentionally because we encourage and respect the representative-client relationship. Headquartered in Toronto with regional representation from coast to coast, B2B Bank is a Schedule I Canadian bank that serves a network of some 27,000 financial professionals, including financial advisors and representatives, mortgage brokers and insurance agents

Over the years and through all the changes, B2B Bank has always remained fiercely dedicated to helping financial professionals fulfill their clients' financial needs through a suite of high quality, integrated financial services and solutions.

We’re committed
to your success

Over the last year we’ve been across Canada talking to Reps and RVPs to better understand what you need to achieve your client’s financial goals.

We’ve heard you and are actively working on improving marketing materials and tools, and streamlining processes.
 

What’s new »

 

Meet the team
 

Our dedicated Business Development team are your main point of contanct, and can assist you in getting started with the B2B Bank programs.

Meet your BDM team »

For client service support, please contact B2B Bank Client Services at 1‑800‑263‑8349.

Marketing Materials

Three steps to RSP lending »

RSP Borrowing - Three factors to consider with your clients »

Download the Prospecting Letter »

FNA Quick Reference Card »

Primerica Programs

Our programs offer a full suite of online tools, a simple application process and detailed product information to help you.

 

RSP LOAN PROGRAM

Our RSP loans can be an affordable way for your clients to maximize their RRSP contributions and/or help save for their child’s post-secondary education.

Learn more »

RSP Loan Rates »
RSP Loan Payment Calculator »
EASE Login »

SMART LOAN REFERRAL PROGRAM

A SMART Loan is a debt consolidation loan that utilizes the valuable equity in your client’s home. It combines their mortgage with their high interest credit cards, installment loans and other debts into one easy payment. It helps reduce overall interest costs and can increase their monthly cash flow and/or get them to their debt freedom date sooner.

Learn more »