Solutions tailored to your needs.
For as low as $25 per month, it is possible to invest in an Assumption Life RRSP. With a diversified selection of segregated funds and guaranteed interest accounts, your client’s needs can be met regardless of their investor profile. They need your help to build a financial plan and keep them on the right path.
Not only is the investment return tax sheltered, RRSP contributions are tax deductible!
The investment return as well as withdrawals are tax-free! Furthermore, the amount withdrawn from the TFSA will be added to the next year’s contribution limit. Your client can therefore save for new financial goals.
With a choice of several segregated funds and guaranteed interest accounts, it’s easy to establish an investment strategy that matches your client’s investor profile. Investments can be made by lump sum or through preauthorized debits. Systematic withdrawals are also available.
With the Locked-in Retirement Account (LIRA) and locked-in RRSP, your clients can take control of their investments that have accumulated in their ex-employer’s pension plan. They can choose from several segregated funds and guaranteed interest accounts to help them reach their retirement goals. Clients also have the flexibility to change their investment strategy at any time.
The Registered Retirement Income Fund (RRIF) was created for this purpose. Your client is free to determine the investment strategy and the amounts to withdraw. These elements can be changed at any time. Only the amounts withdrawn are taxable; the investment return gained in the RRIF is tax-sheltered.
For the client who wants to control the investment strategy and determine the amounts to withdraw for money coming from a pension plan, a LIRA or a Locked-in RRSP, the Life Income Fund (LIF) is the perfect solution. The investment strategy and amount of withdrawals can be modified at any time.
B2B Bank is a Canadian leader in providing banking products to more than 27,000 financial advisors and brokers. A wholly-owned subsidiary of Laurentian Bank of Canada, it is a member of the Canada Deposit Insurance Corporation (CDIC). As a Schedule I Canadian bank, B2B Bank offers innovative products and solutions that help advisors and brokers build a different and more rewarding banking experience for their clients, one that enables and fosters independent financial advice. More information about B2B Bank is available at b2bbank.com or by calling 1 (800) 263-8349.
Electronic Submission
Online applications can be completed through B2B Bank’s Electronic Application Submission Entry (EASE) system. Go to B2B Bank’s Website and log in to EASE by clicking on the Online Loans - EASE category under the SIGN IN tab drop-down menu.
B2B Bank Document List:
