Wealth Building Plans for Real Estate Professionals and the People They Care About
At The PREC Planners we know that being successful at building your wealth starts by having a plan.
Who we are
About Us
The PREC Planners works as a division of Ancitrine Wealth Planners. Ancitrine Wealth Planners provides wealth building and management plans for families and individuals with the same quality of care, diligence, and process as clients of The PREC Planners.
Who we help
Planning for Every Stage
We’ll work with you, the real estate professional, at every stage of your career:
Real Estate Professionals in years 0-3 of business
REAL ESTATE PROFESSIONALS IN YEARS 4-10 OF BUSINESS
REAL ESTATE PROFESSIONALS IN YEARS 10+ OF BUSINESS
what we do
PREC Planning
At The PREC Planners we know that being successful at building your wealth starts by having a plan. Getting started is the toughest part. Which is why we’ve built The Five Phases of Wealth Planning. We have the systems and team to coach you through building and achieving your wealth plan.
Who we help
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.
Financial advice, Financial planning in the areas of financial management , risk management , asset management, estate planning, tax planning, retirement planning, insurance products, including segregated fund policies are offered through The PREC Planners/ JoAnne Marting Financial Planning Inc. Advisors offer mutual funds and referral arrangements through Quadrus investment services Ltd. Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission. The use of email is not a secure medium and personal information should be transmitted by more secure means. Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate. The information on this website is intended for residents of ON, only.
