Concentra Trust
Registered Plan Trustee Services
Your trusted and expert partner in providing registered plan solutions.
Connect with us today.
sgusikoski@eqbank.ca
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.
Expert, professional support
As a Concentra Trust partner, you can expect personalized service from our highly informed specialists throughout your journey.
- Dedicated support focused on providing value and satisfaction
- Ongoing tracking of legislative and regulatory changes that affect registered plans, providing communications and updates to all tools and resources
- An experienced support team to assist with registered plan inquiries by phone or email
- Support for estate administration and complex situations for registered plans
Comprehensive tools & resources
Easily accessed online through a secure portal, you’ll have all the tools, resources, and support you need at your fingertips.
- Detailed legislative framework and support manuals, forms, and checklists for RRSP, RRIF, TFSA, FHSA, RESP, and RDSP
- Extensive resources for Locked-in RRSP/RRIF plans for federal and all provincial pension jurisdictions, including manuals, interactive forms, checklists, and calculators in support of your compliance
- Expertise and support in RDSP promotion and education
Service shaped around you
Our personalized, client-centric approach includes:
- A deep commitment to exceptional service
- Smooth onboarding and seamless transition of your existing registered plans
- A skilled operations and relationship management team to ensure efficient account operation
- A dedicated operations team to provide expert day-to-day support to your organization
- 24/7 online access to tools and resources
- Facilitated introductions to banking and back-office service providers when seeking administration support
Partner with us today
With our dedicated expertise, commitment, and drive, let us be your trusted partner in powering your success.
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