Information On Self-Directed

s one of Canada’s premier administrators of self-directed products, B2B Trust offers a wide range of options that allow individuals to consolidate all of their investments under one registered or non-registered umbrella. And perhaps more importantly, with self-directed accounts, investor have complete control over investment selection and allocation.

So when the time is right for you and your clients to make the move to a self-directed account, B2B Trust is the only financial institution you need to contact. And here’s why. In addition to executing your requests:

We accept a wide variety of investment options: mutual funds, mortgages, GICs and more¹
We issue single quarterly client statements which are always sent to you first
We offer a highly competitive fee schedule
We provide excellent service through a dedicated team of client service representatives

In everything we do, our goal remains the same: to keep it simple. And when it comes to managing many transactions across multiple accounts, simple is good.

¹ Some restrictions apply.

At Your Fingertips:

Getting Started: Self-Directed Accounts