What We Do

From reserve study to capital strategy.

Two core engagements that meet your building's legal reserve-planning obligation, plus the supporting services that turn a required report into a working plan. Every one is prepared by a Certified Reserve Planner and built to be acted on.

Request a ProposalHow an Engagement Works

The Core Engagements

The reserve study, by the name your region uses.

A Depreciation Report and a Reserve Fund Study are the same deliverable: a full component inventory, a condition inspection, and a long-range funding forecast. The name changes with the jurisdiction. Choose the page that matches where your building sits.

British Columbia

Depreciation Report

The reserve study as named under the Strata Property Act. A physical inventory and condition inspection of every major component, paired with a long-range financial forecast across multiple funding models, with clear recommendations your Council can act on.

Explore the Depreciation Report

Across Canada & the US

Reserve Fund Study

Prepared to recognized Reserve Fund Study standards for condominium and homeowner associations in Canada and the United States. Built so any Board can understand its reserve position, building improvement potential, and the funding decisions ahead of it.

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Beyond Compliance

Asset Management Plan

Past the minimum, into real capital strategy.

Built on the DR / RFS foundation, an Asset Management Plan integrates reserve planning with operating budgets, weighs property improvements alongside capital renewals, and adjusts renewal timing to reflect what your community actually wants. As priorities shift, the plan is updated: a one-time study becomes an ongoing tool.

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When it fits

For communities that want to plan, not just forecast.

  • Reserve and operating budgets modeled together, not in isolation.
  • Property-improvement projects planned beside required renewals.
  • Renewal timing shaped around community priorities, then revisited as they change.

Supporting Services

Focused engagements that support the plan.

Two additional services for buildings that need a steady hand on a capital project or a clear read on energy performance.

Owner's Advocate

Project Liaison

An Owner's-side coordinator for major capital projects. We help the Owners understand scope, track progress against the plan, and keep a renewal moving without becoming a second job for the Owners.

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Performance & Reporting

Energy Benchmarking

A clear read on your building energy consumption, reported in terms Owners can use to plan and prioritize, alongside the renewals already in the forecast.

Explore Energy Benchmarking

Not Sure Where To Start?

Tell us about the building. We will point you to the right service.

Most buildings start with the core reserve study and add from there. If you are unsure which engagement fits your reporting obligation or your timeline, a short conversation settles it quickly.

Request a ProposalGet in Touch

FIRST RESERVE STUDY, OR DUE FOR A RENEWAL

Start with a Depreciation Report or Reserve Fund Study.

READY TO PLAN, NOT JUST FORECAST

Move up to an Asset Management Plan.

A major renewal underway

Add a Project Liaison.