Sophisticated wealth management

Condo Corporations

As a board member of your condominium corporation, your job is to protect and maximize the asset which is your condominium corporation. Our job is to protect, and maximize the one asset which is often overlooked in a condominium corporation -- your reserve fund.

Being part of Canada’s largest independent wealth management firm, we are able to shop around at Canada’s banks with significant buying power. We are thus often able to find you better rates on savings accounts and GICs than you could receive directly from a bank branch. Combine this with the cash flow planning we engage in based on your reserve fund study, and the fact that we do not charge any fees for our cash management service (we are compensated by the issuing institutions), you can rest assured that your owners will be impressed by our thorough process to maximize the value of your reserve fund.

Click Here to contact Contego Wealth Management to receive a complimentary review of your current investments and reserve fund study.

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