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Presentations
& Education

Are you a brokerage owner or team leader looking to help your team get to the next level? We are on a mission to improve financial literacy for real estate professionals. We believe that when your agents are confident and clear about their finances and financial plan, they have the focus and energy to go build their businesses. The PREC planners offers in-house training sessions for your team.

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Location

In-person or virtual, with preference to in-person session where possible.

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Ideal group size:

Five to eight agents. The presentations are interactive and smaller groups allow for more questions and individual dialogue.

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Session length:

60 minutes plus time for questions.

Our Presentations

What we cover:

  • Strategies to manage taxes and cashflow.
  • When to form a PREC and how PRECs work.
  • Review common costly mistakes and oversights that can easily
    be prevented.

From Commission
to Capital

Smart financial
strategies to fortify your real estate career.

What we cover:

  • Review corporate cashflow and taxation including:
    • Salary versus dividend income.
    • CPP and RRSP overview -when to and when not to use them.
  • PREC nuances including:
    • Shareholder restrictions and what they mean to you.
    • Holding Companies and how they work.
    • Paying your spouse and family members from your PREC.

Sign up for our next online session

January 23, 2025 at 10:00AM EST

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PREC…
NOW WHAT? UNLOCKING
THE POWER OF YOUR PREC​

A strategic wealth building guide for established agents.

What we cover:

  • Investment property holdings and private mortgage lending with your PREC.
  • Using participating life insurance strategies within your PREC to grow your wealth.
  • Strategies to keep your wealth intact and preserve your legacy.

From Assets
to Empires

Advanced wealth building strategies to leverage the power of your PREC.

What we cover:

  • Business evaluation considerations.
  • Strategies to transition out of your business.
  • The most efficient ways to structure your cashflow in retirement.

From Real Estate to Retirement

Pushed out, carried out, or leave on your own terms, it’s time to plan your golden years with your PREC.

What we cover:

  • Changes in capital gains tax rates and exemptions
  • Impact on primary residences and investment properties
  • Strategies to optimize tax liabilities in real estate transactions
  • Long-term investment planning considerations

Sign up for our next online session

August 22, 2024 at 10am EST

sign up

New Capital gains tax Rules

Understanding Canada's New Capital Gains Tax Rules: A guide for realtors

Our Presentations

Six Things You Need to Know About PREC

Who it’s for:

  • Agents in their first 0-3 years in the business who do not have a PREC and are want to know more
  • Or new agents who have a new PREC and are looking to better understand how it works

What we cover:

  • Review corporate cashflow and taxation including:
    • Salary versus dividend income
    • CPP and RRSP overview – when to use them and when not
  • PREC nuances including:
    • Shareholder restrictions and what they mean
    • Holding companies and how they work
    • Paying your spouse and family members
  • Rental Property Considerations with your PREC
PREC Presentation
PREC…Now What?

Who it’s for:

  • Established agents who already have a PREC and are looking to better understand strategies to use it

What we cover:

  • Review corporate cashflow and taxation including:
    • Salary versus dividend income
    • CPP and RRSP overview – when to use them and when not
  • PREC nuances including:
    • Shareholder restrictions and what they mean
    • Holding companies and how they work
    • Paying your spouse and family members
  • Rental Property Considerations with your PREC
JoAnne Smiling infront of PREC signage
Working with JoAnne Martin and the PREC Planners has been an absolute game-changer for our brokerage and our REALTORS® Their expertise in financial planning has not only empowered our agents with the knowledge they need to secure their financial futures but has also elevated the standard of service we provide to our clients. JoAnne goes above and beyond in her approach, taking the time to understand the unique financial situations and goals of each individual agent. Their personalized guidance has helped our agents make informed decisions about investments, retirement planning, and wealth management, ensuring they are equipped to navigate the complexities of the financial landscape with confidence. What sets JoAnne apart is her ability to communicate complex financial concepts in a clear and accessible manner. Our agents have praised her patience and dedication to ensuring everyone grasps the material thoroughly. Through workshops, one-on-one consultations, and ongoing support, JoAnne has fostered a culture of financial literacy within our brokerage, empowering our team to make sound financial decisions both personally and professionally. Thanks to JoAnne's invaluable insights and guidance, our REALTORS® are not just better equipped to manage their finances; they're also better positioned to serve our clients with integrity and expertise. I highly recommend JoAnne and the PREC Planners to any brokerage or team looking to invest in the financial well-being and success of their agents.
Sherry DouglasBroker/leadership partner

Book a presentation or planning session

Do you have a specific topic you want us to cover?

Custom Presentation and content can be developed to meet your team’s needs.

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Agents – Learn how PREC Planners can help you plan and maximize your individual wealth

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Joanne's dedication to enhancing financial literacy for real estate professionals is commendable. Her ability to simplify complex financial concepts and engage the audience is remarkable. The session provided valuable insights into the world of PRECs and financial well-being, often overlooked in our industry. The feedback from my agents was overwhelmingly positive, with many noting the practical value they derived from the presentation. Joanna's communication and presentation skills are exceptional, and her professionalism and responsiveness in our collaboration were commendable. I wholeheartedly recommend Joanna Martin to any brokerage looking to empower their agents with critical financial knowledge.
Sakshi Bhamre Brand Marketing and Communications, Coldwell Banker Sarazen Realty
It was a pleasure having JoAnne present two PREC presentations to our members at the Ottawa Real Estate Board. Our members found the sessions both informative and engaging, and JoAnne was able to make a complex topic easy to grasp. I would highly recommend recommended JoAnne to anyone seeking a knowledgeable and engaging presenter on PREC’s.
Lexie PinheiroLearning and Events Coordinator, Ottawa Real Estate Board
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Info@ThePrecPlanners.ca

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