B2B Bank Dealer Services RRSP Account
Consolidating retirement savings and investments in an RRSP with B2B Bank Dealer Services makes it easier to manage your client's assets.
B2B Bank Dealer Services is a family of mutual fund and investment dealers and has more than 30 years of experience serving Canada’s investment community, helping Canadians build and manage their wealth. We are comprised of three firms: B2B Bank Financial Services Inc.; B2B Bank Securities Services Inc.; B2B Bank Intermediary Services Inc.
One single account means fewer contribution receipts and tax slips, consolidated statements and a comprehensive view of asset allocation.
Through Advisor Access and Investor Access, our secure and convenient online access tools, you and your client can monitor their portfolio performance and make informed investment decisions according to changing markets and retirement goals.
Tips and Tools