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 Partners

We believe that “Integrity – Wisdom – Experience” are what sets us apart. Capital Wealth Partners 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

You Rock! You Rock! You Rock! You Rock! You Rock! You Rock! You Rock! You Rock! You Rock! You Rock!
JeffreyInterface Web SolutionsOttawa,ON

the newsroom

Michael’s Year End Market Commentary & Branch Update

Michael’s Year End Market Commentary & Branch Update

Given that the economy and stock markets react to news, you find market fluctuations worrisome. History shows a broad market decline is temporary and followed by a new high. For our part, we have been reviewing accounts continuously and rebalancing where suitable and warranted in line with mandate targets, time horizons, personal tax rates, risk tolerances etc.

What’s involved in giving your child a boost to homeownership?

What’s involved in giving your child a boost to homeownership?

With the financial demands of school loans, living expenses, and finding a career path, many young people struggle to purchase their first home. Often, parents and grandparents are very sympathetic. They’ve enjoyed the financial benefits of long-term homeownership themselves and see how hard it is today to make that important first step into the real estate market.

Taxation and You!

Taxation and You!

Although it may seem early but it is never too early to start thinking about taxes! We will be sending out a more formal email in early February, but want to let all clients know that we are once again offering our popular tax preparation services for the 2021 tax year.

Global Diversification and Your Portfolio

Global Diversification and Your Portfolio

Many consider diversification to be holding smaller positions in a number of companies that you expect to perform well in the long term. While this is true, many investors trap themselves into exclusively investing within their home country, and many living in North America rarely venture outside Canada and the United States.


Upcoming Evening Seminar

Tax Planning Through Limited Partnerships

Wednesday, January 26, 2022, at 6:30 pm!

Year after year clients ask the question of whether or not they can pay less in taxes than the previous year. We here at Mandeville have a number of proven and effective ways to assist clients in driving down their tax bill and have chosen to present two ways in which clients can benefit. As many clients may recognize, every year we utilize Flow-Through Limited Partnerships in order to help reduce taxes paid and reduce potential Old Age Security (OAS) claw back. Learn More

Michael Lee-Chin - "Fixing Retail Investing"

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.

Know Your Advisor: IIROC AdvisorReport

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