Advising condominium corporations

 

At Gibbons Wealth Management, managing condominium reserve fund investments is an area of expertise for us. Currently, we oversee $10MM in condominium assets for approximately 32 condominium corporations. We have built this business through trust and a highly responsive client service model.

 

Our goal when working with Property Managers and Condo Corporations is to:

 

• Ensure that anticipated cash flow needs are met and that reserve funds are invested with safety of principle in mind, in full compliance with the Condominium Act
• Ensure regulatory investment guidelines are followed, and that a tailored investment plan is in place for seamless access to reserve funds when needed.
• Ensure Condominium Boards have a clear understanding of how and why their investments are structured to support long term financial stability.

 

Contact us for more information on how we work with Condominium Boards and Property Managers to help simplify their approach to managing their reserve funds.