Central 1 Credit Union and Concentra Trust are collaborating to bring key wealth management services to credit unions in British Columbia and Ontario.
The collaboration gives Central 1 members access to an integrated wealth management approach for their members.
“Central 1 is pleased to provide our members with access to estate and trust solutions to help meet their members’ needs,” says Don Wright, Central 1 President & CEO. “Given the intergenerational wealth transfer expected to take place over the coming years, Central 1 recognizes the value of providing estate and trust services to the system. Such services create an environment that encourages retention of these assets within the credit union system.”
Pina Melchionna, Executive Vice President, Concentra Trust says, “We are extremely excited to be working with Central 1. Estate and Trust solutions are an integral part of a comprehensive wealth management offering, deepening and strengthening our member relationships and helping to ensure that wealth is consolidated and retained within the system.”
Concentra’s ExecutorEASE program is one such offering, providing credit unions with professional estate administration services. The unique, flexible service assists executors to understand and navigate the complexities of their obligations and responsibilities.
A wholly-owned subsidiary of Concentra, Concentra Trust’s tailored personal estate and trust solutions are designed to preserve and grow wealth, transitioning prosperity to future generations. Our trusted experts specialize in planning and administering personal estate and trusts, regardless of size or complexity.
Learn more about serving your members with estate and trust solutions from Concentra Trust. Watch for more details on upcoming webinars hosted by Concentra Trust.
Please direct estate and trust inquiries from members and credit unions to:
Estate & Trust Solutions
Toll-free 1-800-788-6311 #1888 firstname.lastname@example.org
Senior Personal Trust Specialist
Joan McAulay 1-800-788-6311 #4956 email@example.com
To learn more about the full range of estate and trust programs for credit unions, please contact:
Vice President Personal Trust
Karen Bradley 1-800-788-6311 #1849 firstname.lastname@example.org
For media inquiries, contact:
Manager, Marketing and Communications
Tracy Laschilier 1-800-788-6311 #4952 email@example.com