For the past 26 years, Joan McAulay has been fascinated by estates and trusts and is currently Senior Trust Program Advisor at Concentra Trust. One thing she knows for certain: everyone should understand the importance of estate and trust solutions. Joan’s knowledge and familiarity with the related legislation make her a resource for advisors and clients alike, providing them with support and guidance. Joan strives to instill a deeper understanding of estate and trust solutions so clients and advisors across the country feel well-prepared to make critical decisions on planning the preservation and transfer of wealth, or undertaking the role of executor. Joan is a frequent workshop speaker across the country.
Concentra Trust, a national trust company, has been providing estate and trust expertise to Canadians for over 65 years. They partner with investment firms, law firms, credit unions and co-operatives from coast to coast.