Concentra Trust

Concentra Trust, a federally regulated trust company and the 7th largest bank-owned trust company in Canada, oversees more than $36 billion of assets under administration. In business for 70+ years, Concentra Trust offers corporate trusts, Indigenous trusts, personal trusts, registered plan trustee services, and estate administration services.

Our team is committed to providing clients, partners, and communities with unbiased advice, and accountable and transparent trust administration.

Our services

Personal estates and trusts

For high-net-worth families, we offer tailored estate and trust services that ensure you maintain control over your legacy and that assets are transitioned to those you care about most.

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Corporate executor / trustee

As your executor, we’ll help ease the burden on your loved ones and ensure a smooth transition of your estate to your beneficiaries. We can also act as trustee for ongoing trusts, working directly with you and your drafting lawyer to capture your wishes. 

Attorney for property

Should you become incapable of managing your financial affairs, an attorney for property can look after them on your behalf. As your attorney for property, we’ll ensure your financial transactions are taken care of and that your assets are protected.

Guardianship / Committeeship

In the absence of a power of attorney, Concentra Trust can act as a court-appointed guardian/committee for property. We’ll handle the day-to-day financial transactions, ensure the management plan is followed, and complete all reporting.

Estate trustee during litigation

Concentra Trust can act as the court-appointed trustee during litigation. In accordance with the court order, we’ll ensure assets are safeguarded until litigation is settled. Once settled, we can act as estate trustee to administer the estate.

Agent for executor / attorney

If you’re named executor or attorney for property, Concentra Trust can provide support by acting as your agent. You’ll retain decision-making authority, while we keep accurate records and ensure the administration is completed.

Corporate trusts

With deep product and industry knowledge, we offer a wide range of corporate trust solutions that ensure your transactions are completed with the responsiveness, flexibility, and expertise you need.

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Indigenous trust services

We’re proud to listen to, learn from, and meet the unique needs of First Nations, Métis, and Inuit communities through relationships grounded in mutual respect and reciprocation. Our trust and financial solutions are flexible and customizable to support your Nation’s self-determination. 

Escrow services 

Concentra Trust can act as an impartial and objective escrow agent and trustee, while providing share offerings, specific security trustee arrangements, and peace of mind for all parties.

Registered plan trustee

Through Concentra Trust’s trustee powers, we’ll guide and support your delivery of registered plan products to your clients—every step of the way.

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Registered plans trustee services

We offer registered plans trustee programs for RRSP, RRIF, TFSA, RESP, RDSP, and FHSA to various groups, such as credit unions, financial institutions, investment firms, mutual fund dealers, and investment funds. 

We’re here to help.

Jandy John, TEP
Jandy John, TEP
Director of Estates and Trusts
Daniol Clair Coles
Daniol Clair Coles
Director of Indigenous Trust Services
Mardell Twamley
Mardell Twamley
Director of Trust
Selena Gusikoski
Selena Gusikoski
Director of Registered Plans, Credit Unions
Nicole Stevens
Nicole Stevens
Director of Trust Operations