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Everyday Banking
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s a financial advisor, you’re responsible for managing many of your clients’ investments. You likely take care of their tax, estate planning and insurance needs as well. At B2B Trust, we believe that a full financial plan should also include a person’s everyday banking requirements too. And through our Advisor’s Choice suite of banking products and services, you can make that happen. Benefits to Your Clients:Advisor’s Choice offers a broad array of accounts that respond to different needs, from highly flexible transactional accounts to savings-based banking plans, all at competitive rates. Plus with our line of banking products, your clients choose how and when to manage their money through online access to their accounts 24 hours a day, 7 days a week. This means that they can view account balances, pay bills, transfer funds, update personal information and more . . . when it’s most convenient for them. Benefits to You:As a wholly-owned subsidiary of Laurentian Bank of Canada, we have the experience and support of one of Canada’s largest banks. Now that’s a solid foundation. We are also a member of the Canada Deposit Insurance Corporation (CDIC). B2B Trust is committed to designing products and services with your needs in mind. Simply forward your clients’ completed and signed applications and we’ll handle the rest. For more information on our unique banking offers, click on the product option below.
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