Concentra Financial
Industry: Financial services company
DescriptionConcentra is a Canadian wholesale bank and trust company, providing financial and trust solutions to over 250 Canadian credit unions. Concentra Bank is owned by its members who include credit unions, provincial credit union centrals and other financial co-operatives. Headquarters: Saskatoon, Canada Number of employees: 300
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Concentra Financial Employees
Concentra Financial May 2015 - Present
The Law Office of Teresa F. Lee February 2014 - Present
CIBC February 2011 - January 2014
CIBC Trust Corporation 2007 - February 2011
CIBC 2004 - 2007
Skills
Estate Planning, Estate Law, Trusts, Wealth Management, High Net Worth..., Wills, Estate Administration, Trust Services, Wealth Management..., Tax, Wealth, Corporate Governance, Financial Advisory, Succession Planning, Portfolio Management, Powers of Attorney, Strategic Financial..., Mutual Funds, Financial Planners, Investment Strategies, Retirement Planning, Investments, Financial Services, Finance, Investment Advisory
Education
University of Manitoba 1985 — 1988
LL.B., Law
Concentra Financial 2015 - Present
First Calgary Financial 2007 - 2015
First Calgary Financial 2005 - 2007
Carpathia Credit Union (Winnipeg) 1999 - 2005
Bank of Montreal 1984 - 1999
Skills
Banking, Credit, Loans, Commercial Banking, Financial Services, Finance, Credit Unions, Portfolio Management, Credit Risk, Credit Analysis, Management, Real Estate, Mortgage Lending, Executive Management, Small Business Lending, Consumer Lending, Lines Of Credit, Residential Mortgages, Retail Banking
Education
The University of Winnipeg
BA
University of Calgary
MBA
Ernst & Young November 2011 - Present
BDC February 2009 - November 2011
Concentra Financial 2006 - 2009
BDC 2003 - 2006
BDC 2001 - 2003
Skills
Strategic Planning, Team Building, Leadership, Customer Service, Entrepreneurship, Financial Analysis, Management Consulting, Business Strategy, Change Management, Coaching, Business Analysis, Business Development, Mergers, Management, CRM, Strategy, Start-ups, New Business Development, Finance, Due Diligence, Private Equity, Mergers & Acquisitions, Business Process..., Team Leadership, Training, Creative Strategy, Credit, Corporate Finance, Sales Management, Sales, Marketing Strategy, Consulting, Cross-functional Team...
Education
The University of Western Ontario - Richard Ivey School of Business
Honours Degree in Business Administration, Finance and Marketing
Ivey Business School at Western University
Ivey Leadership Program
Banff Centre for Management
Advanced Leadership
Concentra Financial September 2015 - Present
First Calgary Financial April 2011 - August 2015
HSBC November 2008 - April 2011
HSBC May 2002 - November 2008
HSBC November 2000 - April 2002
BDC 1999 - October 2000
BDC 1997 - 1999
BDC 1996 - 1997
BDC 1994 - 1996
Skills
Mortgage Lending, Consumer Lending, Real Estate, Financial Analysis, Banking, Credit, Loans, Investments, Negotiation, Commercial Banking, Risk Management, Portfolio Management, Residential Mortgages, Credit Analysis, Credit Risk, Finance, Underwriting
Education
Laurentian University/Université Laurentienne 1985 — 1990
Bachelor of Commerce, Sports Administration
Nanaimo District Senior Secondary 1982 — 1984
Concentra Financial April 2014 - March 2015
McNair Business Development Inc. August 2012 - April 2014
Total Solutions 2010 - 2013
Education
Ivey Business School at Western University 2015 — 2016
MBA Candidate Class of 2016
University of Regina 2010 — 2011
Bachelor of Business Administration, Finance
University of Saskatchewan 2008 — 2010
CFA Institute
Passed CFA Level I
CUMIS July 2010 - Present
Concentra Financial August 2010 - Present
Credential Financial Inc September 2004 - December 2011
Meridian Credit Union June 2001 - July 2010
BMO June 1981 - June 2001
Skills
Underwriting, Claim, Disability Insurance, Risk Management, Reinsurance, General Insurance, SDLC, Health Insurance, Change Management, Business Analysis, Vendor Management, Liability, Process Improvement, Banking, mutual funds, Securities Market, commercial banking, wealth management..., brokered commercial..., asset and liability..., Finance, Wealth Management, Mutual Funds, Credit Unions, Commercial Banking
Education
Dalhousie University 1996 — 1999
Master of Business Administration (MBA), Business/Commerce, General
McMaster University 1978 — 1981
Bachelor's degree, Economics
Concentra Financial November 2009 - Present
Grant Thornton 2007 - 2009
Brendan Wood International 2004 - 2006
Skills
Investment Advisory, Business Process..., Visual Basic, Strategic Planning, Securitization, Valuation Modeling, Derivatives, Strategic Financial..., Business Strategy, Business Analysis, Financial Services, Credit Unions
Education
University of Calgary
BA, Economics
Weyburn Comprehensive
CGI October 2008 - Present
Concentra Financial May 1999 - June 2008
Skills
Business Requirements, Business Process, Requirements Analysis, Business Analysis, Project Delivery, Architecture, Project Coordination, MS Project, Requirements Gathering, Project Management, User Acceptance Testing, SharePoint, PMO, Software Project..., Project Portfolio..., Visio, SDLC
Education
TUNS 1983 — 1986
Bachelor, Architecture
St. Francis Xavier University 1981 — 1983
2 Years Prep for Architecture
Concentra Financial November 2014 - Present
National Bank of Canada November 2013 - October 2014
Bank West (Western Financial Group) February 2009 - November 2013
CIBC November 2007 - February 2009
RBC Royal Bank 2002 - 2006
Skills
Risk Management, Banking, Credit, Strategic Planning, Financial Analysis, Business Analysis, Business Planning, Financial Modeling, Corporate Finance, Analysis, Strategy, Relationship Management, Credit Analysis, Strategic Financial..., Commercial Banking, New Business Development, Credit Cards, Business Strategy, Finance, Investments, Portfolio Management, Credit Risk, Financial Risk, Loans
Education
University of Manitoba 2007 — 2010
MBA, Finance
University of Manitoba 1997 — 2002
B.Sc., Agribusiness
Fleetwood Christian Reformed Church March 2007 - Present
Concentra Financial January 1988 - March 2007
Skills
Microsoft Office, Customer Service, Microsoft Word, Event Planning, Office Management, Sales and Service
Education
The University of British Columbia 1980 — 1985
Bachelor of Arts (B.A.), English/French/Linguistics
DUCA Financial Services Credit Union Ltd. August 2000 - Present
The CUMIS Group June 1999 - August 2000
Concentra Financial June 1995 - June 1999
Skills
Credit, Banking, Loans, Financial Services, Retail Banking, Customer Service, Management, Branch Management, Cash Management
Education
Humber College 1994 — 1994
Diploma, Business Applications
Politechnika Krakowska im. Tadeusza Kościuszki
Environmental Sciences
Credit Union Deposit Guarantee Corporation (Saskatchewan) 2006 - 2007
Concentra Financial 2004 - 2006
Skills
Financial Reporting, Human Resources, Financial Analysis, Business Strategy, Information Technology, Management
Education
University of Regina 1972 — 1976
Bachelor of Business Administration (B.B.A.), Operations Research &Computer Science, 3.75