Concentra Financial is a credit union company and an integral part of the Canadian co-operative financial system. Partnering with credit unions and other organizations, nationally, Concentra creates solutions, through specialized products and services, that 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 Finance
• Trust Services
• Financial Services
• Commercial Leasing
• Corporate Banking

Corporate Finance 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. Corporate Finance also provides strategic financial management solutions through our consulting group to enhance a credit union’s overall financial performance.

Personal and corporate trust services are delivered nationwide by Concentra Trust, a wholly owned subsidiary of Concentra Financial. Estate planning and administration, essential components in comprehensive wealth management relationship, are at the core of the personal trust services offered in partnership with credit unions. Corporate trustee services encompass a broad selection of products that 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 important business operations.

Financial Services 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 also take advantage of unique programs designed solely for their specific needs for varied liquidity management tools and out of province mortgage registrations.

Throughout Canada, Commercial Leasing serves a diverse range of business owners, professionals, and private and public sector enterprises seeking equipment, technology and infrastructure financing. Partnerships within the credit union system ensure local communities retain the financial and economic benefits that result from this business activity.

Corporate Banking provides flexible solutions that support large business enterprises’ daily financial operations through comprehensive service packages. Through partnerships with credit unions, these solutions are also available to fulfill the needs of their corporate members.

For more information please visit the Concentra Financial web site.