Asset and Financial Planning Services

We are here to secure the sustainability and continued success of your housing co-op. Long-term planning is essential for this.

CHF Canada’s Asset and Financial Planning Services team understands your needs. We will provide you with a plan to help ensure your co-op delivers members the desired services into the long-term.

Our program has a solid track record:

• From 2015 to 2020, CHF Canada completed over 175 asset management plans for our member co-ops. The demand for our asset management services increased significantly, more than doubling from 2017 to 2020. We expect to continue assisting our members with their long-term planning and sustainability.
• CHF Canada’s Financial Planning Services has helped more than 45 co-ops secure more than $165 million dollars in funding to complete repairs and renovations.
• We completed more than 65 BCAs from 2017 to 2020.
• Since 2015, over 50 co-ops have accessed our project management services either through tendering a request for proposal or through direct access with our partners, HSC and IRC Building Sciences Group, a Rimkus Company.

Our Team

We’re here for both your present and future members.

Ofelia Guanlao is a Senior Program Manager in Asset Management Services and serves co-ops across Canada. She is a certified Project Management Professional (PMP), a LEED Green Associate (Leadership in Energy and Environmental Design),  and holds a Building Operator Certification (BOC 1) by the Northwest Energy Efficiency Council (NEEC). Ofelia has over 16 years of experience in energy management, property management, and multi-residential buildings. She has a Master’s degree in Business Administration (MBA). Ofelia possesses the skills and knowledge to transform co-operative homes to be more comfortable, energy-efficient and environmentally sustainable.

 

 

 

David Howard manages a team of experienced consultants as CHF Canada’s Program Manager, Financial Planning Services. He has been very involved in co-op housing for over 25 years as a co-op manager, federation board member, and 10 years with the Agency for Co-operative Housing.

 

 

 

 

Catherine Cummings is the Co-ordinator for Asset Management and Financial Planning Services. She provides support to the team and assists member co-ops as they move through the process of obtaining technical reports and financing.

 

 

We can help you build a sustainable future for your housing co-op. We are your co-operative source for advice and services.

For more information, please contact:

Ofelia Guanlao at 1-800-268-2537, ext 250, oguanlao@chfcanada.coop

Or  Dave Howard at 1-800-268-2537, ext. 239, dhoward@chfcanada.coop

Download a Financial Planning Services brochure.

Download an Asset Management Services brochure.

Download the Asset Management Services Fee Schedule.