TESTIMONIALS
Joanne Martin is amazing! She is very knowledgeable, personable, patient and clear when answering any questions. We are very lucky to have her as our wealth coach.
Patricia ChiarelliOttawa Real Estate
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
Thank you so much again for taking the time to meet with me and go over your recommendations. I have the utmost confidence in having you manage my finances, and after way too many years of feeling invisible with Wood Gundy, I'm excited to have someone who's actively involved and genuinely committed to helping me reach my financial goals. I will be forever grateful that our paths crossed.
Carol SinclairInnovation Realty
My previous financial planners, yes multiple planners, would only reach out at RRSP season, no ongoing coaching nor advisory communications were ever part of the relationship. In my situation, I needed to do some tax and retirement planning as I was already past age 65 when I met JoAnne. I needed someone who absolutely knew the ins and outs of forming a PREC, someone who could explain it all to me. JoAnne and her team are the definition of professional. Whatever I am told will happen, does happen, but also for me, it is important to feel that someone really cares about my personal situation and I have that feeling every time I engage with JoAnne. JoAnne knows what she is talking about and if there is any question whatsoever in her mind, she will find out the definitive answer.
When it comes to my financial path in life, I can now exhale knowing that systems are in place to ensure that I can get on with my day to day, due to my association with The PREC Planners.
Linda WilliamsThe Williams Team
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
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
JoAnne Martin's presentation to our advisors on the ins and outs of PREC registration, management and benefits was very interesting and incredibly informative. The session was very well received by all in attendance and several indicated they would be reaching out to use her services. We would welcome JoAnne back to present on other topics within her wheelhouse, since she's a very engaging presenter and really connected with the group!
Erin DooleyVP of Client Experience and Broker, Engel & Völkers Ottawa
Understanding financial jargon and terms is not in my wheelhouse. JoAnne Martin makes it all super easy for me to understand. JoAnne is down to earth, highly customer service oriented and very professional. I've been working with JoAnne for many years and highly recommend meeting with her.
Deborah Breen Whiting
JoAnne and her team are extremely knowledgeable and offer sound advice. Their analysis is very thorough resulting in specific guidance and recommendations for your future financial plans. Highly recommended!
Betty MarchingtonRoyal LePage Team Realty
My husband and I have been working with JoAnne Martin on our financial planning for nearly a year, and we couldn’t be more pleased with the experience. I first met JoAnne at a seminar she hosted for the C21 Brokerage, where she impressed us all with her deep understanding of Real Estate Corporations and strategies for maximizing their potential. We connected soon after to create a personalized financial plan for our family.
JoAnne is exceptionally knowledgeable, particularly when it comes to maximizing the use of and investing with Real Estate PRECs, and has provided us with clear, tailored guidance that’s been invaluable. Her expertise has given us a lot of confidence in our financial future. We also appreciate her professionalism, her quick responses (even on weekends!), and the thoughtful, individualized approach she takes to fully understand our needs. We highly recommend JoAnne to anyone seeking a dedicated, trustworthy financial planner!
Tanya AveryCentury 21 Aspire Realty
JoAnne at The PREC Planners is absolutely amazing! She took the time to really understand my goals and helped me get on track with investing and planning for my future. I was feeling a little overwhelmed, but she made everything so simple and easy to understand. I truly feel more confident about my financial decisions now. If you’re looking for someone who genuinely cares and knows their stuff, JoAnne is the person to call! Highly recommend.
Lise BumaColdwell Banker, Coburn Realty
Very knowledgeable team, Joanne brings new insight to your needs and future planning.
Paolo FaragoRE/MAX Hallmark
Joanne and her team are amazing to work with! I highly recommend using her services. She has helped me learn so much around the financial aspect of owning a PREC. In addition, she helped my family to plan for the future after analyzing our personal situation/finances. Gaining knowledge around various options to grow my wealth through financial planning has been invaluable!
Liza WilsonSolid Rock Realty
JoAnne and her team are excellent! They really took the time to understand my goals and made everything so easy to follow. I never felt overwhelmed or rushed, and they always made me feel like I was in good hands. I’m so much more confident about my financial future thanks to them. I couldn’t recommend JoAnne and her team enough!
Brandon McDonaldEngel and Volkers
I was very happy with work JoAnne did in advising if a PREC was good for me. Many people have strong opinion one way or the other but I was able to see the numbers to make an informed decision.
Terry BarnesRE/MAX Hallmark