Concentra Trust
Shape your legacy
Let us help you create the legacy and transfer of wealth you envision for you and your loved ones.
A tradition of service. A standard of excellence.
Standing on a 70-year history, Concentra Trust is a leading provider of registered plan trustee services to credit unions, financial institutions, investment firms, and mutual fund dealers across Canada.
As a federally regulated trust company with $43B of assets under administration, we’re a proud part of the Equitable Bank family.
With deep-rooted experience, Concentra Trust will enable you to deliver registered plans with the tools and resources you need to reduce risk and support compliance—so you can serve your clients with confidence and clarity.
Estate settlement
To make it easier for your loved ones, we can handle the complexities of settling your estate, with compassion and objectivity.
- Corporate executor appointment
- Succeeding appointments
- Agent of executor
- Estate trustee during litigation
Trust solutions
Need to set up a trust? Our team brings together a wealth of experience and knowledge to help protect and provide for you and your loved ones.
- Succeeding trustee
- Testamentary trust
- Intervivos trust
Estate solutions
Rely on us to act as full fiduciary in your estate solutions, and we’ll carry out your last wishes.
- Sole executor
- Co-executor with a loved one
- First alternate executor
- Resident executor for foreign estate
Power of Attorney/Guardianship
If you’re considering naming a professional attorney for property, we can provide the solutions and support you need.
- Attorney for Property
- Agent for Attorney
- Guardianship/Committeeship
Connect with us today.
With our passion for trust governance, we’re here to help guide you with professionalism and expertise every step of the way.
Call 1-800-788-6311 or email trust@eqbank.ca, or reach out to Jandy John below.
Personal estates and trusts
