Member Forum & AGM    April 24 & 25, 2019    Vancouver
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Retail Banking Solutions

Build relationships. Grow customer money.

Your customers lead diverse, busy lives. They also have diverse financial goals to match. Whether they’re saving for a major life event, investing, or sending money internationally, we’ll help you serve your customers better. We make it easy for your staff to learn how to sell our full suite of products with self-learning tools and great support.

Your customers travel all over the world, so you’ll need a roster of foreign exchange products that go the extra mile.

Wires

Send money with ease

Help your customers send and receive funds nationally and abroad in more than 90 currencies with our new and improved wires application. All wires can be sent and received with our secure multi-step approval process anywhere, anytime.

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Currency

Cash when you need it

Your customers can conveniently order foreign currency or drafts in over 80 currencies with convenient delivery options.

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Foreign Cheques and Traveler’s Cheques

Cash your customer’s cheques

Use our flexible, secure web based service to clear your foreign cheques and travelers cheques.

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Drafts

Secure payments on paper

Empower your customers to pay large sums without withdrawing cash from their account. Our flexible and secure web-based service makes it easy by offering both direct draft home delivery or in-branch ordering and printing of drafts in multiple foreign currencies.

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Help customers save for their important life events.

Registered Financial Products

RRSPs, TFSAs and plans to support your customers life stages

Your members will likely cross several financial milestones in their lifetime - graduation, marriage, saving for a child’s education, and retirement. Having a full suite of savings and investment options sets up your members for success, and helps you retain them long-term.

Discover our range of registered financial products available like RRSPs, RESPs, RRIFs, RDSPs and TFSAs and contact us to find out more. With over 40 years of experience as a Trustee and Administrator of Registered Plans, we have everything you’ll need every step of the way.

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Expand your customer’s investment options

Index-Linked Term Deposits

Take advantage of potential gains in the stock market

Our Index-Linked Term Deposits allow your customers to take advantage of potential gains in the stock market with no downside risk to their principal. You'll receive non-redeemable 3 year funding or 5 year funding at a historically low cost of funds. They're an attractive way to retain the wallets of customers considering mutual funds or stocks.

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Get in Touch with a Treasury Expert

For more information, please fill out the form below.

1.888.889.7878