B2B Bank provides a full range of banking services to personal clients, including:
- investment loans
- RSP loans
- TFSA loans
- mortgage loans
- Home equity lines of credit
- savings accounts
- GICs
- investment accounts
B2B Bank Dealer Services — a Canadian platform focused on advisors and dealers — provides account administration, recordkeeping and lending tools that help streamline client onboarding, investing and compliance. The service works exclusively through licensed financial professionals, supporting both registered and non-registered solutions.
What B2B Bank Dealer Services Offers
- Account administration & recordkeeping: nominee and client-name administration for registered (RRSP, TFSA, RRIF, RESP, LIRA, LIF) and non-registered accounts on a single, convenient platform.
- Investment products access: High Interest Investment Account (HIIA), GICs and fund trade processing through a leading nominee platform.
- Advisor-only lending: investment loans, RRSP loans and TFSA loans available exclusively via licensed advisors; pricing and terms designed to simplify administration.
- Tools & calculators: borrow-to-invest resources plus RRSP and investment loan calculators to model scenarios for clients.
Who It’s For
- Independent advisors & dealers: a scalable back-office solution for trade processing, custody, statements and tax slips.
- Portfolio managers & consultants: consolidated holdings, standardized reporting and operational support.
- Group & sponsor programs: efficient set-ups for plans needing streamlined administration and transfers.
Key Benefits
- One platform, many accounts: consolidate client assets and reduce operational friction across registered and taxable accounts.
- Streamlined lending: standardized programs for RRSP/TFSA/investment loans help clients optimize contributions or leverage strategies under advisor guidance.
- Operational efficiency: simplified transfers, standardized forms and dedicated advisor support reduce paperwork and turnaround times.
How It Works
- Advisor-led onboarding: a licensed advisor opens the account and selects the appropriate registered or non-registered setup.
- Funding & transfers: cash, transfers-in-kind and direct transfers are supported to move assets efficiently.
- Lending (optional): if suitable, advisors can apply for RRSP/TFSA/investment loans using integrated tools and calculators.
- Ongoing service: centralized statements, tax receipts and client service keep administration in one place.
Important Notes
- Advisor channel only: B2B Bank products and Dealer Services are distributed through financial professionals; the bank does not provide investment advice to investors directly.
- Rates & terms: loan availability, rates and conditions are subject to change and program eligibility.
To apply for the banking services, a customer should call:
- 1‑800‑263‑8349 for current accounts & lines of credit
- 1‑800‑263‑8349 for investment & RSP Loans
- 1‑800‑263‑8349 for GIC deposits