Financial Planning and Investment Optimization

Your high- or mid-rise association’s financial state has an immediate impact on the resident experience and your overall reputation. Having sufficient funds to invest in strategic capital improvements and preventative maintenance is critical for your continued success.

Our in-house accountants and banking and insurance coordinators can help protect your funds, maximize your investments and avoid financial risk. FirstService Residential’s high-rise division offers a number of financial services to vertical building associations including:

  • Financial statement and annual budget preparation
  • Cost-containment strategies
  • Supplier and contract audits
  • Preferred banking
  • Insurance review and recommendations
  • Bid creation and analysis

Clients can also receive guidance on optimizing investments and maximizing reserve fund returns through FirstService Financial. Learn more about FirstService Financial here.