Financial Services

Most condominiums have funds in their reserve accounts earning little to no interest.

For both condo boards and property management, it can be challenging to know what to do with the money you have or even when to invest it.

The investment decisions made today directly impact your financial future. Your future required annual contributions to the reserve fund depend on earning the amount of interest prescribed in your current reserve fund.

Review Your Existing Reserve Fund

Our Reserve Fund Health Check™ examines:

• Upcoming scheduled projects.

• Reserve fund cashflows for the next 3 years.

• Interest and inflation rates used in your reserve fund calculations. 

• If you are earning the interest estimated in your reserve fund, and the impact if you don’t.

Review Investment Opportunities

We will review the GICs from your current broker and those from our roster of financial institutions to provide you with the highest rate of return.

We also offer a complimentary Energy & Infrastructure Audit to identify any potential cost saving projects that could be paid using reserve funds. Energy and water conservation and building system upgrades typically yield a 3x greater return than GICs. 

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Advise on the Best Combination of Investments

Our goal is to provide you with a plan to yield the highest potential return on investment to keep your reserve fund actively earning for you.