MICHAEL A. PRITTIE, CFP, CPCA, CIM, FCSI, CIWM (Certified International Wealth Manager) , Insurance Specialist, Portfolio Manager

About Michael Prittie

Michael A. Prittie is the Portfolio Manager, Branch Manager and Senior Financial Advisor for Mandeville Private Client Inc. in Ottawa. Michael and his dedicated team of financial professionals offer their valued clients comprehensive financial planning through an extremely broad range of specialized investment, insurance and tax-planning solutions.

Michael Prittie has become a highly respected and recognized source of financial advice and information in the Ottawa area, with extensive qualifications and professional designations. As a registered Portfolio Manager, Michael has access to a wider range of solutions for his valued clients, as well as access to lower-cost investment alternatives.

Michael embarked on his career in financial planning and investment advice in 1986 and attained the Certified Financial Planner designation from the Financial Planning Standards Council of Canada in 1990.

In 1988 and 1989 he was the host of “Money Matters”, a one hour, bi-weekly television show on Rogers Cable.  He has since participated in many financial broadcasts, most recently as a regular “expert” on 580 CFRA’s “Experts on Call”.

Michael has been honoured with numerous awards, including the Dalbar Financial Professional Gold Seal from Boston-based Dalbar Inc. for financial professionals who have exceeded national benchmarks in trust, quality of advice and financial results, based on an independent survey of their own clients.

Michael also holds the CPCA (Certified Professional Consultant on Aging) designation and participates annually in continuing education provided by the Canadian Academy of Senior Advisors to ensure he maintains the highest professional capabilities to serve clients aged 50+ and senior clients.

As a Chartered Investment Manager (CIM), Michael is able to conduct discretionary portfolio management services for his clients. As a holder of the CIM, there is an established credibility with industry regulators and peers through dedication to a higher professional standard.

In 2004, Michael attained the Fellow of The Canadian Securities Institute (FCSI).  The FCSI is the highest honour and most senior credential in Canadian financial services. It is reserved solely for an elite group of experienced financial services professionals that meet the highest standards for advanced education, ethical conduct, industry experience and peer endorsement.

Michael Prittie & Sherry Cooper
Michael Prittie and Dr. Sherry Cooper, Chief Economist – BMO Capital Markets Group. Executive V.P. and Global Economic Strategist, BMO Financial Group at Dr. Cooper’s lecture at the Ottawa Hunt Club in early February 2009.

Michael Prittie and Dr. Sherry Cooper, Chief Economist – formerly of BMO Capital Markets Group, Executive V.P. and Global Economic Strategist, BMO Financial Group at Dr. Cooper’s lecture at the Ottawa Hunt Club in early February 2009.

In spring 2008, Michael was one of the inaugural students to achieve the designation CIWM (Certified International Wealth Manager) from the Canadian Securities Institute, which is a globally recognized credential for international wealth management.

Michael’s professional credo is to offer enhanced solutions at a reasonable cost to his clients, through alignment with a national firm that offers an exceptionally wide range of products and solutions. He leads a strong, accredited and well-qualified team of licensed financial associates and support staff.

Michael lives in Kanata with his wife, Audrey, and their two children.

 

Read Michael’s Core Values

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.

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