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A Credit Union Company

A Credit Union Company. Concentra Financial is …. A new company and a new type of financial institution A Credit Union Company Staffed by over 400 experts Here so credit unions: Save money; make money Retain and grow market share Committed to providing solutions.

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A Credit Union Company

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  1. A Credit Union Company

  2. Concentra Financial is … • A new company and a new type of financial institution • A Credit Union Company • Staffed by over 400 experts • Here so credit unions: • Save money; make money • Retain and grow market share • Committed to providing solutions

  3. Concentra Trust is … • A new trust company • A wholly-owned subsidiary • A provider of specialized trustee services to Concentra, credit unions and other businesses

  4. Fast Facts… • Client Focus – credit unions, other co-operatives and strategic partners, corporations and businesses • Market Focus – Canada • Assets Under Administration – $15 Billion • Corporate Assets - $2.7 Billion • Service Locations – all across Canada

  5. A Successful Foundation…

  6. A True Co-operative… • Members are credit unions, centrals, and national co-operative service organizations • Board members represent geographic regions throughout Canada • Like credit unions, our members are our customers… and they direct our future

  7. Our Vision

  8. empowering credit unions through…Product Solutions

  9. Concentra Financial Financial Intermediation Trust Services Mortgage & Deposit Operations Personal Trust Corporate Trust Corporate Finance & Consulting Commercial Banking Commercial Leasing

  10. empowering credit unions through…Relationship Solutions

  11. Relationship Management & Sales • Single contact point for business solution access • Represents Concentra and other partner organizations • Offices located nationwide

  12. empowering credit unions by…DeliveringValue

  13. Delivering value… • By sharing expertise and knowledge • By partnering with others to deliver services • By sharing the capacities of administrative and back-office systems

  14. The Future is Here… Today

  15. For credit unions, the future is here…Today • Member relationships remain with credit unions • Enhanced margins and fee income • Access to aggregate system capacity and resources • Growth through expanded geographic markets

  16. For credit unions, the future is here…Today • Expanded service offerings • Balanced risk and cost to deliver • Access to shared resources, knowledge and markets • Time to focus on members instead of product development or administration

  17. A Credit Union Company 1-800-788-6311 www.concentrafinancial.ca

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