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Who we help

We’ll work with you, the real estate professional, at every stage of your career. When we work together, we’ll evaluate your entire financial picture including your personal/household finances and your business to make sure you’re on the right track. We’re on a mission to improve financial literacy for real estate professionals.

How we help you

  • Make sure you’re setting yourself up for future success:
    • Savings strategies to get you started on the right path (HST, personal and PREC taxes if applicable)
    • Advice on when to form a PREC or not
    • Business and personal cashflow management coaching
    • Ensuring proper business protection is in place
    • Looking at your personal life financials – how does your new business fit in now and in the future?

Congratulations on embarking in an exciting and rewarding career in real estate. 

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REAL ESTATE PROFESSIONALS
IN years 0-3 of business:

How we help you

  • PREC or no PREC?
    • We can help you decide when to start.
  • Already have a PREC? Perfect! Let’s make sure it’s working for you.
    • Paying your spouse/family member from the PREC
    • Dividends or Salary
    • Contribute to CPP?
    • Buying investment properties with corporate savings
    • Corporate Investment strategies
  • Efficient investment strategies:
    • Best ways to save? RRSP ? TFSA?
    • Inside your PREC? Buy investment properties?
    • We can help you figure out the most efficient ways to grow your wealth.

You’ve survived the first few years and are in a groove now. Repeat referrals are helping you grow and you’re looking at the best ways to use this business to grow your wealth and achieve your goals.

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REAL ESTATE PROFESSIONALS
IN year 4-10 of business
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REAL ESTATE PROFESSIONALS
IN YEARS 10+ OF BUSINESS:

Hats off to you! You’ve thrived and grown a successful career in real estate and are now thinking “What’s next?”

How we help you

  • Evaluate exit strategies to leave the business
  • What do you do with your PREC as you ‘retire’
  • Decide on the best way to draw money as you retire
  • Address your investment properties for future needs
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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 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
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Info@ThePrecPlanners.ca

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