Michael A. Prittie, CFP, CPCA, CIM, FCSI, CIWM
Portfolio Manager, Senior Financial Advisor

Your financial team

Portfolio Manager, Michael Prittie

Michael A. Prittie is the Portfolio Manager, Senior Financial Advisor and Branch Manager for the Mandeville Private Client Inc. Associate Office in west Ottawa. Michael and his staff offer clients comprehensive financial and investment services.

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About Capital Wealth Architects

We believe that “Integrity – Wisdom – Experience” are what sets us apart. Capital Wealth Architects was founded to offer a full-suite of financial advice and services – Financial and Investment Planning; Retirement Planning; Estate Planning and In-House Tax Services.

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Core Values

I provide enhanced wealth creation solutions to successful and genuine seekers of financial advice. I offer principled and proven processes in an impartial professional environment. My aim is to meet your financial goals and exceed your expectations.

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Michael's Process

Our mission is to preserve and build clients’ wealth by providing wealth creation services and solutions to individuals, institutions, foundations in a manner that is consistent with the world’s largest and most successful institutional and high net worth investors.

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results-based management services

Financial Planning

Reaching your financial goals involves more than choosing the right investments. Often, small steps will make a big difference to your long-term financial health. Having a proven investment strategy that coincides with your financial goals, can make all the difference.

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Estate Planning & Risk Management

Whatever your age, whatever the size of your estate, a proper estate plan will ensure that it is passed along as you desire.

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Investment Planning

The needs of most investors, simply put, should be to protect and grow your capital, increase the income from that capital, and minimize your taxes. An advisor’s focus is to ensure you achieve what you deem to be important to your long-term well-being.

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Tax Planning and Preparation

Many clients realize we process and submit to CRA over 100 client tax returns each year. Beginning in 2005 as a means to provide an additional and convenient service at a reasonable fee.

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the five laws of wealth creation

Successful people manage their finances in a specific way. We’ve analyzed and distilled that format to create five specific principles better known as The Five Laws of Wealth Creation.

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Testimonials from clients

This is #2
Jason McCallumIWSOttawa

the newsroom

Investor “swims upstream”

Portland Holdings owns plenty of big-ticket items — including resorts, TV stations, a bank and numerous financial services providers. He says he loves the challenges of working in what he calls the world’s dynamic industry…

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Michael Lee-Chin is the keynote speaker at ACCESS 2015 in Toronto

Disclosure

Mandeville Wealth Services Inc../Mandeville Private Client Inc. and the Winged Lion Design are trademarks of Mandeville Holdings Inc.

Nothing on the website shall be construed as an offer to buy or a solicitation of an offer to buy any services or products. Michael Prittie and Mandeville Private Client Inc. are not registered in all jurisdictions and therefore may not be able to effect transactions on behalf of individuals accessing this website.

This website may contain links to third party websites. Such links are provided solely as a convenience to individuals accessing this website and Michael Prittie, Mandeville Private Client Inc. and Mandeville Insurance Services Inc. are not responsible for the content of any linked third party website and do not make any endorsements or representations regarding the content, accuracy or suitability of the content, materials, products or services offered on third party websites.

Mandeville Private Client Inc. is a Member of the Canadian Investor Protection Fund and IIROC.

Insurance products and services are offered by life insurance licensed Financial Advisors through Mandeville Insurance Services Inc.