B2B Bank Dealer Services RRSP Account

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.

Product Highlights

  • Select from Individual, Spousal, and Locked-in account options
  • Consolidate deposits, mutual funds, bonds and other securities in one retirement savings account
  • Make annual contributions into a single account
  • Invest pre-authorized contributions into mutual funds on a weekly, bi-weekly, semi-monthly or monthly basis, subject to availability
  • Online advisor and clients access to review account balance and transaction information
  • Receive emailed statements showing all investments and transactions

Fees

B2B Bank Dealer Services Fee Schedules

Forms

PDF iconRetirement Plan Application – MFDA

PDF iconRetirement Plan Application – IIROC

PDF iconRetirement Plan Application – AMF

Resources