B2B Bank | Dealer Support of both B2B Bank Investment Loans and RSP Loans Products

Investment Loans

For the first time, B2B Bank will be offering investor tools and marketing material designed to support advisors in their conversations about investment loans.

New investor website

We are excited to announce the launch of our new investor site: b2bbank.com/borrowtoinvest. The new site hosts a variety of tools and information about loans that advisors can use with their clients.

New Marketing Material and tools

We will also be introducing the following materials in the coming months designed to help advisors through the loan process: Investor brochures; Updated and new investment loan calculators; Continuing Education (CE) credits; Loan Selection Tool; New forms for both Investment account opening and loans.

Ad Campaign

We have launched an advertising campaign in the following: Advisors Edge, Investment Executive, Finance et Investissement, GlobeInvestor as well as advisor.ca, conseiller.ca, Forbes, Wall Street Journal and Reuters.

RSP Loans

This year’s marketing campaign will focus on increasing advisor awareness of RSP loans, their benefits and how we are making it EASE-ier to apply online.

Here are some of the initiatives we’ll be introducing in the coming months to support this year’s RSP loan campaign: Year-end operational dates reminder; Operational readiness head office communication; Continuing Education (CE) credits; Enhanced RSP Resource Centre; New Net Worth/TDSR Calculator for RSP loans; New RSP Loan Process Video; Economist: Sebastien Lavoie conference call; 1st 60 Days Notice; 2014 RIF Minimum Calculations Notice; 2014 LIF Min/Max Calculations Notice; GIC Rate Guarantee message.