Condo Reserve Funds An often overlooked asset

With interest rates at an all time low for many years, investing your reserve fund in a GIC or similar product is not to your advantage and could put your fund at risk. Our ability to access low risk opportunities can generate better returns than an interest-bearing account.

As a Condominium Board member, it’s your role to preserve and maximize the condo reserve fund. We can help you to ensure your reserve fund is safe.

Condo Reserve Funds investment services include:

  • Investment Management
  • Risk Management
  • Tax Considerations

Contact us for a 30 minute “Ask-us-anything” meeting to discuss moving you closer to a more certain future.

Access the Value of Confidential Integrated Wealth Management Advice on Your Current Investments

If a friend, family member, or family office has referred you to us, please email us at or contact us directly at +1 (403) 221-0315 to set up a confidential introductory meeting.