Concentra Trust

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. 

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.

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.

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.

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. 

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.

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.