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Trellis

Licences and credentials.

What Trellis holds, what we are working toward, and where to verify every claim independently. We do not ask you to take our word for any of this.

Licences and credentials

What Trellis holds today.

The CMRAO licence is the threshold — every firm that manages condominiums in Ontario is legally required to hold one. What separates firms beyond the licence is the quality of the individual managers and the operational standards behind the credential.

Firm credentials

EarnedFirm credential

Condominium Management Provider Licence

Issued by Condominium Management Regulatory Authority of Ontario · [[LICENCE_ISSUED_YEAR]]

The provider licence is required by the Condominium Management Services Act, 2015 for any firm delivering condominium management services in Ontario. It is not optional and it is not self-reported — it requires ongoing regulatory compliance.

Licence #[[LICENCE_NUMBER]]

Verify at CMRAO Public Registry
EarnedFirm credential

Errors and Omissions / Professional Liability Insurance

Issued by [[INSURER_NAME]] · [[INSURANCE_YEAR]]

Professional liability insurance protects client corporations in the event of a management error or omission. Trellis carries coverage above the CMRAO minimum requirement. Certificates available on request.

EarnedFirm credential

Fidelity Bond — Trust Account Protection

Issued by [[INSURER_NAME]] · [[INSURANCE_YEAR]]

A fidelity bond covers client funds held in trust against employee dishonesty. Required under CMRAO guidelines and maintained above the minimum threshold for the reserve and operating accounts under management.

Individual licences

EarnedIndividual licence

General Licence — Condominium Manager

Issued by Condominium Management Regulatory Authority of Ontario · [[LICENCE_ISSUED_YEAR]]

The General Licence is the full individual licence under the CMSA. Holders have completed the prescribed coursework, demonstrated competency, and are authorised to manage any class of condominium corporation in Ontario without supervision.

Verify independently

All CMRAO licensees — firms and individual managers — appear in the public registry. You do not need to take our word for it.

Search the CMRAO Public Registry

In progress

What we are working toward.

We publish this because boards deserve to know what the firm they are evaluating is actively building — not just what it already holds.

In progressTarget: [[ACMO_TARGET_DATE]]

ACMO 2000 Certification

Issued by Association of Condominium Managers of Ontario

ACMO 2000 is a quality management standard specific to condominium management firms. It is modelled on ISO 9001 principles and requires documented procedures, internal audits, and third-party verification. Certification signals that a firm has formalised its operations beyond the regulatory minimum.

Our roadmap to ACMO 2000 certification

  1. Complete

    Policy and procedure documentation

    All management procedures formalised in writing — client communication standards, financial controls, maintenance protocols, emergency response.

  2. In progressTarget: [[ROADMAP_PHASE_2_DATE]]

    Process alignment and gap analysis

    Internal review of current practices against ACMO 2000 requirements. Gaps identified and addressed with updated workflows.

  3. UpcomingTarget: [[ROADMAP_PHASE_3_DATE]]

    Internal audit

    Full internal audit of all documented procedures. Corrective actions completed and verified before external review.

  4. UpcomingTarget: [[ROADMAP_PHASE_4_DATE]]

    Third-party certification audit

    Independent auditor engaged through ACMO to assess compliance against the full standard.

  5. UpcomingTarget: [[ACMO_TARGET_DATE]]

    Certification issued

    ACMO 2000 certification awarded. Published on this page with the certification number and audit date.

Roadmap targets are estimates and subject to change. This page will be updated when certification is issued.

A note on why credentials matter — and where they don't.

The CMRAO licence is a legal requirement, not a differentiator. Any firm managing condominiums in Ontario without one is operating illegally. Before you evaluate a management firm on any other criterion, confirm their licence status in the CMRAO Public Registry.

Beyond the licence, credentials like ACMO 2000 and individual designations matter because they represent operating standards that go beyond the regulatory minimum. They are also publicly verifiable — not just claimed on a website.