Balanced solutions you can take to the bank.

Our Condo Corporation was due for a Reserve Fund Study last year. I put a message on the CCI message board to ask for recommendations. One person to get back to me was Cassidy MacDonald. She promptly provided a sample of their report along with a quote. She assured me they “worked hard to make sure each report is accurate and understood by the stakeholders.” We liked the sound of that and hired them. Our last Reserve Fund Study had been a bad experience with the assessor spending precious little time on the property or communicating with the Board so did not want a repeat of that.

Jon MacDonald, Cassidy’s partner, did the assessment. He met with the Board to understand our situation and history of the complex. He spent time seeing the complex, visiting and taking photos of each of the four building plans.  We were impressed with his thoroughness and the willingness to listen.

After the draft report was submitted, the Board had an opportunity to review and challenge areas we thought needed addressing. Jon took time to go through each item and address them.

Overall we were very pleased with the result of the Reserve Fund Study and it will serve as a useful document going forward. We highly recommend Balance Valuations and Cassidy and Jon MacDonald.

Ruth McConnell

St. Albert, AB

I wanted to confirm that we are very satisfied with the seven (7) Reserve Fund Studies you and Cassidy completed for our Industrial Condominium clients late in 2019. The studies fully met the requirements of the Alberta Condominiums Act – comprehensive, authoritative and laid out in an easy to understand format.

The entire proceedings conducted on line through email and PDF documents was quick and effective. My experience viewing the condominiums on site with you was excellent.

You were very prepared and knowledgeable with each of the buildings components. Follow up questions were clear and thorough. Responses to our queries on the draft studies were quick and to the point.  Altogether our expectations & requirements were exceeded.

Jim Marke, P.Eng

Stuckey Construction Ltd., Red Deer, AB

As an organization with two buildings which provide shelter to over 100 women and children as a time, it is important to us to ensure that our spaces are meet safety standards and are up to code. A capital asset plan has allowed our organization to plan for the future in terms of capital replacement costs separate from our day-to-day operations. We have piece of mind knowing that we have a plan to support future expenses and can focus on what we do best; supporting women.

Ebony Rempel, PhD (c) Msc, Executive Director

Odyssey House, Grande Prairie, AB

Cassidy and Jon have provided us with a variety of services related to appraisal, reserve fund report and financial plans for many of our clients. We have worked with Cassidy now for 6 plus years. She is very easy to communicate with, prompt to answer questions, and understanding of our clients needs. Their inspections are very thorough, and her team always pays attention to details which shows us they care about the properties. The documents Cassidy and Jon prepare for us are modern and easy to read yet maintain a top level of quality reporting. I highly recommend Balance Valuations Ltd. for all your appraisal and reserve fund reporting needs. Exceptional service overall!

Julia Rivera, Property Manager

Key Property Management Inc., Grande Prairie, AB