Strong reserve funds are the foundation of a financially healthy condominium—but they don’t build themselves. In this practical panel, a property manager, investment advisor, CPA, and engineer share the real-world decisions and disciplines that turn adequate reserves into truly strong ones.
From completing required maintenance to extend the life of your capital projects, to tracking repairs, providing accurate data to your reserve fund planner to align with budget planning, realistic capital planning, investment strategy and policy, financial oversight, and timely engineering assessments, the panel explores how these four perspectives must work together to avoid special assessments and keep long-term plans on track. Ideal for board members, managers, and owners who want clear, actionable insight into what actually drives reserve fund success
Anne Burgoon, BSc, RCM. OLCM, LCCI, Eastern Ontario Property Management Group
Justin Tudor, Keller Engineering
Ed Leong, Tator, Rose & Leong, Chartered Professional Accountants