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Page 1: A Credit Union Company A Credit Union Company Concentra Financial is … o A new company and a new type of financial institution o A Credit Union Company
Page 2: A Credit Union Company A Credit Union Company Concentra Financial is … o A new company and a new type of financial institution o A Credit Union Company
Page 3: A Credit Union Company A Credit Union Company Concentra Financial is … o A new company and a new type of financial institution o A Credit Union Company

A Credit Union A Credit Union CompanyCompany

Page 4: A Credit Union Company A Credit Union Company Concentra Financial is … o A new company and a new type of financial institution o A Credit Union Company

Concentra Financial is …Concentra Financial is …

o A new company and a new type of financial institution

o A Credit Union Company

o Staffed by over 400 experts

o Here so credit unions:o Save money; make moneyo Retain and grow market share

o Committed to providing solutions

Page 5: A Credit Union Company A Credit Union Company Concentra Financial is … o A new company and a new type of financial institution o A Credit Union Company

Concentra Trust is …Concentra Trust is …

o A new trust company

o A wholly-owned subsidiary

o A provider of specialized trustee services to Concentra, credit unions and other businesses

Page 6: A Credit Union Company A Credit Union Company Concentra Financial is … o A new company and a new type of financial institution o A Credit Union Company

Fast Facts…Fast Facts…

o Client Focus – credit unions, other co-operatives and strategic partners, corporations and businesses

o Market Focus – Canada

o Assets Under Administration – $15 Billion

o Corporate Assets - $2.7 Billion

o Service Locations – all across Canada

Page 7: A Credit Union Company A Credit Union Company Concentra Financial is … o A new company and a new type of financial institution o A Credit Union Company

A Successful Foundation…A Successful Foundation…

Page 8: A Credit Union Company A Credit Union Company Concentra Financial is … o A new company and a new type of financial institution o A Credit Union Company

o Members are credit unions, centrals, and national co-operative service organizations

o Board members represent geographic regions throughout Canada

o Like credit unions, our members are our customers… and they direct our future

A True Co-operative…A True Co-operative…

Page 9: A Credit Union Company A Credit Union Company Concentra Financial is … o A new company and a new type of financial institution o A Credit Union Company

Our VisionOur Vision

Page 10: A Credit Union Company A Credit Union Company Concentra Financial is … o A new company and a new type of financial institution o A Credit Union Company

empowering empowering credit unions through…credit unions through…

Product Product SolutionsSolutions

Page 11: A Credit Union Company A Credit Union Company Concentra Financial is … o A new company and a new type of financial institution o A Credit Union Company

Concentra FinancialConcentra Financial

Financial Intermediation

Financial Intermediation Trust ServicesTrust Services

Mortgage & Deposit Operations

Mortgage & Deposit Operations

Corporate Finance& Consulting

Corporate Finance& Consulting

Commercial BankingCommercial Banking

Commercial LeasingCommercial Leasing

Personal TrustPersonal Trust

Corporate TrustCorporate Trust

Page 12: A Credit Union Company A Credit Union Company Concentra Financial is … o A new company and a new type of financial institution o A Credit Union Company

empowering empowering credit unions through…credit unions through…

Relationship Relationship SolutionsSolutions

Page 13: A Credit Union Company A Credit Union Company Concentra Financial is … o A new company and a new type of financial institution o A Credit Union Company

Relationship Relationship Management & SalesManagement & Sales

o Single contact point for business solution access

o Represents Concentra and other partner organizations

o Offices located nationwide

Page 14: A Credit Union Company A Credit Union Company Concentra Financial is … o A new company and a new type of financial institution o A Credit Union Company

empowering empowering credit unions by…credit unions by…

DeliveringDeliveringValueValue

Page 15: A Credit Union Company A Credit Union Company Concentra Financial is … o A new company and a new type of financial institution o A Credit Union Company

Delivering value…Delivering value…

o By sharing expertise and knowledge

o By partnering with others to deliver services

o By sharing the capacities of administrative and back-office systems

Page 16: A Credit Union Company A Credit Union Company Concentra Financial is … o A new company and a new type of financial institution o A Credit Union Company

The Future The Future is Here… is Here…

TodayToday

Page 17: A Credit Union Company A Credit Union Company Concentra Financial is … o A new company and a new type of financial institution o A Credit Union Company

o Member relationships remain with credit unions

o Enhanced margins and fee income

o Access to aggregate system capacity and resources

o Growth through expanded geographic markets

For credit unions, the For credit unions, the future is here…Todayfuture is here…Today

Page 18: A Credit Union Company A Credit Union Company Concentra Financial is … o A new company and a new type of financial institution o A Credit Union Company

For credit unions, the For credit unions, the future is here…Todayfuture is here…Today

o Expanded service offerings

o Balanced risk and cost to deliver

o Access to shared resources, knowledge and markets

o Time to focus on members instead of product development or administration

Page 19: A Credit Union Company A Credit Union Company Concentra Financial is … o A new company and a new type of financial institution o A Credit Union Company
Page 20: A Credit Union Company A Credit Union Company Concentra Financial is … o A new company and a new type of financial institution o A Credit Union Company

A Credit Union Company

1-800-788-6311

www.concentrafinancial.ca


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