Welcome to Carlson Reserve Planning

Sherril Carlson CPM® CRP ARM® is the founder and owner of Carlson Reserve Planning & Consulting Inc. Sherril has been providing professional reserve fund planning and consulting services since 2009 when she obtained the Certified Reserve Planner (CRP) designation through the Real Estate Institute of Canada.  Sherril also has 33 years of residential and condominium property management experience and holds the Certified Property Manager (CPM®) and Accredited Residential Manager (ARM®) designations.
Carlson Reserve Planning & Consulting Inc. provides services to condominium corporations, condominium unit owners, developers and prospective condominium purchasers throughout Saskatchewan and Manitoba. Services are also provided to board of directors of non-profit and life-lease projects.

35 Years Experience
14 Years - Reserve Fund Studies
2 Provinces Serviced - SK & MB

Why a Reserve Fund Study?

Reserve fund studies:

  • tell condo owners how much money should be paid into the reserve fund or “savings account” for major capital improvements;
  • ensure funds are available when needed for major repairs and/or replacements;
  • avoid the need for special assessments;
  • assist Board of Directors to plan budgets and maintenance programs; and
  • ensure an adequate and balanced fund is maintained for current and future owners.

Industry requirements regarding reserve funds and reserve fund studies vary between provinces and continue to evolve.  As well, every condominium corporation is unique and its current status and requirements must be considered when preparing a Reserve Fund Study.

Why a Document Review will give you piece of mind?

You want to be comfortable in your new home, without concerns of how the condominium will be maintained and how much it will cost you.

As a condition of purchase, having the condominium’s most recent Reserve Fund Study compared against the Corporation’s current financial status will provide you with valuable knowledge and peace of mind of how much you will be expected to contribute year-over-year to the reserve fund and whether or not special assessments may be required to cover needed repairs.