Property Management Solutions

Professional oversight, Compliance assurance, and Strict financial control
Regulatory, Financial, and Operational responsibilities

Property Management Solutions

Syndicate of Co-ownership Management | FINMA

Governance, Transparency & Financial Discipline for Québec Condominiums

Condominium governance requires more than routine administration — it demands professional oversight, compliance assurance, and strict financial control.

FINMA delivers end-to-end syndicate management built on the same principles that guide our corporate advisory practice:

  • Accountability
  • Transparency
  • Confident decision-making

We support condo boards, co-owners, and developers in navigating the regulatory, financial, and operational responsibilities required to protect asset value and preserve the value of your real estate investment.

Our Syndicate Management Services

We provide comprehensive support to help the Syndicate of co-ownership’s board of directors operate efficiently, responsibly, and legally.

Administrative Governance

  • Annual / Special General Meeting (AGM / SGM)
  • Drafting of notices, agendas & BOD meeting minutes
  • Enforcement of the Declaration of Co-ownership & by-laws
  • Due governance and annual regulatory reporting (Annual declaration, Tax return,  etc.) 

Financial Management

  • Monthly financial statements & bank reconciliations
  • Annual budgeting & reserve fund planning
  • Collections, payables & expense oversight
  • Varied procurement review & contract optimization

Maintenance & Operations

  • Preventive maintenance planning & inspections
  • Contractor sourcing, negotiation & quality control
  • Emergency response coordination (24/7)
  • Work-orders tracking through a centralized application

Preparing for a Successful Outcome

Insurance & Risk Management

  • Policy review & renewals with competitive pricing
  • Claims oversight from incident to settlement
  • Safety compliance with RBQ & Civil Code obligations

 

Outcome: A financially strong, well-governed condominium — where owners enjoy peace of mind.

Financial Reporting Done Right

Boards and co-owners deserve clear, auditable numbers — not guesswork.

FINMA provides:

  • Real-time digital access to budgets, expenses & reserves
  • Management dashboards with variance analysis
  • Supporting documents for every financial decision.
  • Every dollar accounted for.

Every transaction documented.
Co-owners are confident the building is being managed responsibly.

Reserve Fund & Capital Planning

We look beyond year-to-year operations.

Strategic capital planning includes:

  • Long-range reserve fund forecasts
  • Project timing optimization to avoid special assessments
  • Sourcing & supervising qualified engineers and contractors
  • Verification of work delivery & payment milestone controls

Result: Long-term property value is protected — without financial shocks for co-owners.

Corporate finance, M&A, and property management for Canadian SMBs. Partner-led, hands-on execution from strategy to closing, practical accounting, rigorous finance, clear advice. Content is for information purposes and does not constitute legal, tax, or investment advice. 

Life Insurance​

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Health Insurance​

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Disability Insurance​

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Long-Term Care Insurance​

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