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Anchored in Stability,
Guided to Prosperity

At Ancitrine Wealth Planning, our mission is to anchor your financial future with stability and guide you toward lasting prosperity.

Services and Compensation

About Us

We take a holistic approach to wealth planning, crafting comprehensive strategies that encompass every facet of your financial life—cash flow, taxes, estate planning, risk mitigation, and more. By understanding your unique goals and challenges, we design tailored plans that go beyond investments, empowering you to build a secure foundation and unlock the potential for growth.

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Planning Program

At Ancitrine Wealth Planning, we believe true prosperity begins with being anchored to a solid plan. Just as a citrine gem attracts abundance and maintains wealth, our process is designed to bring clarity and stability to your financial journey while fostering growth and success.

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Let us help you navigate life’s transitions with clarity, confidence, and a plan that evolves as you do.

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My financial advisor, JoAnn Martin is personable, customer service oriented, and timely in her responses to any inquiries I have. She is always in contact for my semi-annual review. I would recommend JoAnn to anyone looking for a professional financial advisor.
Vicki A.
Our financial advisor Joanne has been so helpful guiding us. Their personalized approach, attentiveness, and dedication have given us confidence in our financial future, and we are grateful for their invaluable guidance in achieving our goals.
Jean-Mathieu and Marita
[JoAnne] really did take the time get to know us and understood what was important to us when it comes to our investments. She instilled the confidence we needed to feel that we mattered and that we could enjoy our retirement knowing that our money was well invested. 6 years later, we’re still with JoAnne and our money has continued to grow. We know that we made the right choice in having her as our investment advisor.
Kevin & Joanne
Since setting up my consulting business, I have been so busy that I did not take the time to adequately understand my corporation and its tax benefits, etc. Jo was referred to me by a friend last year and has since helped me make significant improvements to both my personal and corporate finances. She responds quickly whenever I have a question, checks in regularly and takes the time to understand my objectives and risk tolerance from a holistic viewpoint, including estate planning.
Aideen N.
What I appreciated most about working with Joanne was how she made such an overwhelming topic – investing – feel approachable. She helped me narrow down options that aligned with my comfort level and risk tolerance, which made decision-making so much easier. Her professionalism combined with her down-to-earth approach gave me the confidence to move forward on things I’d been hesitant about for years. In hindsight, I wish I had spoken with Joanne sooner, but I’m thrilled to finally be on the right path with her guidance.
Payton J.
My husband and I loved our experience with JoAnne, she is not only personal but so good at what she does. All the people on her team are so welcoming and you can tell they all really enjoy what they do. and morale is high. I highly suggest working with JoAnne for all your $$ needs to ensure the future you are looking for and a plan on how to make it happen.
Ryan and Lauren K.

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.