Concentra

Member Profile

Concentra Financial is a credit union company and an integral part of the Canadian co-operative financial system. Through leadership and partnership, Concentra seeks to advance the credit union system. Partnering with credit unions and other organizations, nationally, Concentra delivers value added services and specialized solutions to enhance our partners' competitive advantage and success.

At Concentra, strong relationships, innovation, collaboration and exceptional service connect us with our partners. The solutions we deliver are tailored to meet unique needs and objectives. We provide value to our partners by simplifying business operations, expanding product offerings and providing specialized expertise through access to:

• Corporate Financial Services
• Trust Services
• Corporate Banking

Corporate Financial Services provides solutions to support credit unions' daily financial operations and liquidity management through innovative deposit, investment and loan services. These solutions include asset securitization, loan syndication and derivative offerings as well as other wholesale solutions. Strategic financial management solutions are available to enhance a credit union's overall financial performance.

Corporate Financial Services also provides nationwide solutions to partner credit unions and other referral agents in the retail mortgage and deposit markets through access to alternate mortgage origination processes, deposit warehousing and administration services. Credit unions can take advantage of unique programs specifically designed to meet their needs for liquidity management and out of province mortgage registrations.

Personal and corporate trust solutions are delivered nationwide by Concentra Trust, a wholly owned subsidiary of Concentra Financial. Will planning and estate administration, essential components in a comprehensive wealth management relationship, are at the core of the personal trust services offered in partnership with credit unions. Our corporate trustee services enable credit unions and corporations to use the trust company's trustee powers to facilitate the delivery of registered plans, employee benefit plans and other business operations.

Visit online: www.concentrafinancial.ca