Investment and RRSP Loans

very company works a little differently and figuring out how things get done can be time consuming. B2B Trust is here to lend a hand. We’ve created the following tips on submitting new business to help keep things simple and make the process as quick and easy as possible.

Investment Lending

If you’re new to B2B Trust’s Investment Loan Program, please contact one of our business development representatives at:
Email: businessdevelopment@b2b-trust.com
Phone: 1.800.263.8349, option 3

Become familiar with the concept of leveraging and our investment loan program. If you feel it’s a suitable strategy for your clients, find out what we look for when assessing applicants.

Review our application workflow to understand the submission processes.

Help your client complete a loan application. If you come across a section that needs clarification, take a look at our sample Investment Loan Application.

Fax the application and supporting documents to 1.866.941.7711. Mail originals to B2B Trust, Investment Lending, 130 Adelaide Street West, Suite 200, Toronto, Ontario M5H 3P5.¹ (If you’re faxing an application, original documentation must follow within 10 days.)

RRSP Loans

If you’re new to B2B Trust’s RRSP Loan Program, please contact one of our business development representatives at:
Email: businessdevelopment@b2b-trust.com
Phone: 1.800.263.8349, option 3

Become familiar with our RRSP loan program. If borrowing for an RRSP contribution makes sense for your clients, find out what we look for when assessing applicants.

Have you heard about EASE? It’s our online RRSP loan application process that adjudicates loans in seconds. Decide if you want to submit your loans electronically via EASE, or the paper way, and follow the appropriate application workflow to understand our submission processes.

Help your client complete a loan application. If you come across a section that needs clarification, take a look at our sample RRSP Loan Application.

Whether you choose the EASE way or the paper way, mail original RRSP loan applications with supporting documents to B2B Trust, Investment Lending, 130 Adelaide Street West, Suite 200, Toronto, Ontario M5H 3P5.¹

¹Advisors submitting applications through a distribution alliance should consult their loan program guide and/or contact their Dealer head office to verify submission procedures.