Who we are
Concentra Trust has a 70-year history of providing a wide range of personal and corporate trust solutions, and registered plans programs.
As the 7th-largest bank-owned trust company in Canada, you can expect a strong legacy of service and industry expertise. Grounded in these roots, our team is committed to providing clients, partners, and communities with unbiased advice, and accountable and transparent trust administration.
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 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.
We’re pleased to collaborate with ClearEstate in the delivery of affordable and innovative estate planning and settlement solutions. Designed to serve credit unions and their members with a tailored personal trust and estate offering using best-in-class technology, visit the ClearEstate website to learn more.
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.
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 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.
Please call us at 1-800-788-6311 or email one of our dedicated team members today.
Director of Estates and Trusts
Director of Indigenous Trust Services
Director of Trust
Director of Registered Plans, Credit Unions