Dufresne, Savary et associés

What Dufresne, Savary et associés does

Dufresne, Savary et associés (Dufresne, Savary & Associés inc.) is a Quebec-based professional real estate appraisal firm headquartered in Sherbrooke with a second office in Magog. Founded in January 2009 through the merger of Savary Paul et Associés inc. (operating since 1981) and Évaluation Pierre Dufresne inc. (founded 2004), the firm provides property valuation services across the Estrie region of Quebec, covering six MRC territories. The firm employs three licensed appraisers (Évaluateurs agréés) with over 40 years of combined expertise, supported by technicians, analysts, and administrative staff, for a total team of approximately 10 people.

The firm's service portfolio spans 13 distinct appraisal lines, including market value assessment, insurance valuation, municipal tax disputes, expropriation compensation, market and profitability analysis, lease negotiation, contingency fund assessment, cost control, and equipment valuation. Services are delivered across residential, commercial, industrial, agricultural, and institutional property types. The firm applies three standard appraisal methodologies (cost approach, comparison approach, income approach) and operates a proprietary centralized database system built internally to support comparable sales research and streamline report execution.

The business operates on a transaction-based professional services model with one-time per-assignment fees; pricing is quote-based and not publicly disclosed. The firm is accredited by 12 major Canadian financial institutions and insurance companies (including BMO, RBC, BNC, Desjardins, TD, CIBC, HSBC, BDC, Manuvie, London Life, and Groupe Investors), providing a steady demand pipeline for mortgage financing, insurance, and lending-related appraisals. End customers include property owners, financial institutions, municipalities, insurance companies, and legal professionals. Go-to-market is sales-led through direct client engagement, supplemented by digital marketing (Google AdWords, Facebook Ads, content blog) and a published career page indicating active recruitment.

Name

Dufresne, Savary et associés

Legal name

Dufresne, Savary & Associés inc.

Website

https://dufresnesavary.ca

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

1–10 employees

Short description

Dufresne, Savary et associés is a Sherbrooke-based licensed real estate appraisal firm serving the Estrie region of Quebec. Formed in 2009 from two legacy firms, it provides property valuation, insurance, expropriation, and consulting services to property owners, financial institutions, and municipalities, with three licensed appraisers under one roof.

Ownership category

akta.pro rank

Product category

Real Estate Appraisal Services

NAICS

Offices of Real Estate Appraisers (53132)

akta.pro primary industry

Real Estate Valuation & Appraisal (BPAHANAC)

akta.pro secondary industries

Insurance Replacement Cost & Damage/Loss Valuation (BPAJAKAL), Eminent Domain / Condemnation & Litigation Support Valuation (BPAJAKAJ), Appraisal Review & Quality Assurance Services (BPAJAKAN), Machinery, Equipment & Fixed Asset Appraisal (FSAEAHAK)

Keywords

• Real estate appraisal
• Property valuation services
• Commercial appraisal
• Residential valuation
• Market analysis

Headquarters

HQ city

Sherbrooke

HQ country

Canada

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Professional Appraisal Services: One-time professional service fees for individual property appraisal reports. Services include market value assessments, insurance valuations, municipal tax disputes, expropriation compensation, market analysis, equipment valuation, lease negotiation, contingency funds, and cost control. Revenue is transaction-based rather than recurring.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Dufresne, Savary et associés is a professional real estate appraisal firm providing comprehensive property valuation and consulting services across the Estrie region of Quebec. The firm offers market value appraisals, insurance valuations, municipal assessment dispute support, expropriation compensation analysis, lease negotiation, market and profitability studies, contingency fund assessments, cost control, and equipment valuation for residential, commercial, industrial, agricultural, and specialized property types. Services are delivered by three licensed appraisers (Évaluateurs agréés) holding accreditations with all major Canadian financial institutions and insurance providers.

Product overview

Dufresne, Savary & Associés inc. is a professional real estate appraisal firm offering a comprehensive suite of consulting and advisory services for property valuation. The firm operates as a unified service practice rather than a software product platform, providing specialized appraisal services including market value assessment, insurance valuation, municipal assessment disputes, expropriation compensation, market and profitability analysis, lease negotiation, real estate consultation, contingency fund assessment, cost control, and equipment valuation. The firm serves residential, commercial, and industrial property clients across the Estrie region of Quebec, with a team of accredited appraisers (Évaluateurs agréés) certified by the Ordre des évaluateurs agréés du Québec.

Differentiator

Problem solved

Functional benefit

Products and services

• Valeur marchande (Market Value Appraisal) Professional real estate appraisal service to determine the fair market value of residential, commercial, industrial, and institutional properties using established evaluation methods (cost, comparison, and income approaches). Serves property owners, financial institutions, and investors.
• Valeur pour fin d'assurance (Insurance Value Appraisal) Assessment service to determine the insurable value or replacement cost of properties to ensure adequate insurance coverage. Serves property owners and insurance providers.
• Contestation d'évaluation municipale (Municipal Assessment Dispute) Expert assistance in contesting or requesting revision of municipal property assessments to ensure fair taxation. Serves property owners facing unfair municipal property tax assessments.
• Expropriation (Expropriation Valuation) Expert evaluation and negotiation support services for property owners facing expropriation, determining fair compensation for damages incurred. Serves property owners, legal professionals, and government entities.
• Analyse de marché et rentabilité (Market and Profitability Analysis) Comprehensive market and feasibility studies to evaluate investment opportunities, including defining market sectors, analyzing supply and demand, and assessing long-term profitability. Serves real estate investors and developers.
• Négociation de baux (Lease Negotiation) Expert analysis of rental values and commercial lease agreements to help clients negotiate fair and profitable terms. Serves commercial property owners and tenants.
• Consultation immobilière (Real Estate Consultation) Advisory services for property acquisition decisions, feasibility analysis, and comprehensive market data to support informed real estate investments. Serves investors and developers.
• Fonds de prévoyance (Contingency Fund Assessment) Assessment of required contingency funds for condominium associations as mandated by Quebec civil code, calculating sums for major repairs and renovations. Serves condominium corporations.
• Contrôle des coûts (Cost Control) Construction project cost monitoring and tracking services to prevent budget overruns and protect both borrowers and lenders throughout the building process. Serves construction project owners and lenders.
• Analyse de l'usage le meilleur et le plus profitable (Best and Most Profitable Use Analysis) Expert analysis to determine the most profitable use for a property, considering environmental, physical, political, and economic factors. Serves property owners and developers evaluating site redevelopment.
• Valeur des équipements (Equipment Value Assessment) Professional valuation of equipment, machinery, and personal property for purposes including sale, separation, succession, or mortgage claims. Serves equipment owners, businesses, and legal professionals.
• Valeur locative (Rental Value Assessment) Expert analysis of rental values for commercial properties to help clients understand fair market rent and negotiate profitable lease agreements. Serves commercial property owners and tenants.

Named customers8 records

Segments6 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Ordre des évaluateurs agréés du Québec (OEAQ)coreStrategic or Co-development PartnerProfessional regulatory body governing licensed appraisers in Quebec. Firm members are bound by OEAQ code of ethics and standards of practice. Gérald Savary served on OEAQ board from 1995-2007 and Eric Grenier from 2013-2019.

Scale indicators5 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• JLL Valuation Advisory: Global real estate services firm with a valuation advisory practice serving institutional clients including lenders and owners. Comparable for commercial and institutional appraisal mandates across Canada, though operating as a much larger full-service platform.
• CBRE Valuation & Advisory Services: Global commercial real estate services firm with a major valuation and advisory practice serving financial institutions, investors, and corporations. Comparable as a competitor for institutional appraisal mandates and lender panel work, though offering a much broader service portfolio globally.
• Cushman & Wakefield Valuation: Global commercial real estate services firm with valuation and advisory practices serving institutional and lender clients. Comparable in providing commercial, industrial, and specialty real estate valuation services, though at substantially larger scale and broader geographic footprint.
• Colliers International Valuation & Advisory: Global real estate services and investment management firm with significant Canadian valuation and advisory operations serving lenders, owners, and investors. Comparable in commercial property appraisal and lender-focused mandates, but with substantially broader geographic reach and service offerings.

Direct peers

• Altus Group: Canadian-headquartered real estate advisory, appraisal, and analytics firm with strong Canadian institutional and lender client base. Comparable in providing accredited appraisal services to financial institutions across Canada, though operating at much larger scale and with broader service lines.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/dufresne-savary

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Dufresne, Savary et associés