Working with Financial Advisors

Our rich suite of product offers includes:  investment and RRSP loans, self-directed accounts, GIC deposits, banking plans and Laurentian Bank broker mortgages. And when it comes to service, our first step in meeting your needs is to listen to what you require for your clients.  By tailoring our processes from the start, you get more time to do what you do best: cultivate and expand your client relationships. Because at the end of the day, we're committed to your success.

What's the bottom line for you?

With two decades of service to the financial advisor community, B2B Trust is a name you know and a company you can depend on.You’ll discover a number of advantages when you deal with us: we keep you informed on the status of submitted business; we review all loan applications within one business day; we turn around trades quickly and accurately; and we promise to provide you and your staff with the kind of service you deserve. 

If you don’t currently do business with us or are looking to expand your market offerings, simply go to "At Your Fingertips" and click on the products of interest under "Getting Started".