Products and Services

Exceptional service when you need it most

End of life is one of the most emotionally charged human experiences we go through. Whether you are planning your own estate or dealing with a loved one’s death, we offer a wide range of solutions for the effective planning and transfer of property to the next generation.

We are committed to exceptional service. When working with Innovation Credit Union and Concentra Trust for your estate and trust needs you can expect:
  • invaluable assistance at a time of grieving
  • help when family members are not local, willing or able to act
  • impartial administration for complex family dynamics
  • professional asset administration
  • longevity of trustee relationship
  • mitigation of personal liability for individual executors
  • peace of mind of their legacy being left behind

For more information on Executor EASE, please contact our Estate and Trust Specialist:


Aleshia Andreas

Aleshia Andreas, PFP, QAFP
Estate and Trust Specialist
306.741.3112
aleshia.andreas@innovationcu.ca


As an Estate & Trust Specialist, Aleshia has a passion for helping members during their most difficult times. She strives to provide peace of mind by helping to clarify and navigate the complexities of estates, trusts, and Power of Attorneys (POA).

Aleshia takes the time to understand all aspects of an individual’s life to provide personalized solutions that will achieve their desired impact and legacy. Aleshia takes great pride in knowing that a well formulated plan helps her Members take care of their needs, as well as those of their loved ones when they no longer can.

When she is not helping people with their estate needs, Aleshia enjoys spending time with her husband and two children on a mixed grain farm near Abbey, SK.

Estate Planning Information

  • Guide to Planning your Estate
  • Estate and Trust Services
  • Corporate Executor
  • Joint Accounts
  • Selecting Your Executor
  • Trusts and Trustees

Information for Executors

  • Guide to Settling an Estate
  • Executor Ease
  • Executor’s Checklist

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