About Prittie Private Wealth
There is a saying “no one cares what you know until they know that you care”. Never has this been more applicable than in investment management or medical situations. We strongly believe no one will care more about your money, wealth creation and account management (outside of you and your loved ones) than us. With decades of experience, we have the client testimonials, references and ongoing advocacy for our services to prove it!
Adam Prittie, CFP®, CIM®, BCOM
Associate Portfolio Manager
Adam Prittie is an Associate Portfolio Manager, Chartered Investment Manager (CIM®) and holds his Certified Financial Planner (CFP®) designation with Prittie Private Wealth and Mandeville Private Client Inc. in Ottawa Ontario.
Adam graduated from Carleton University’s Sprott School of Business with a Bachelor of Commerce and a concentration in Finance. At university, Adam excelled by competing at international case competitions with universities from around the globe. He was honoured to be elected as the Vice-President of Finance for the Sprott Accounting Student Association. Adam was a member of Sprott’s JDCC debate team where he became the team lead in competitions across the province. Furthermore, Adam Prittie successfully tied for 2nd place on the FP Canada™ President’s List for the May 2023 CFP® Exam. This list recognizes the top three candidates in Canada for each administration of the CFP exam. Out of 406 candidates; he placed 2nd place which puts him in the top 1%.
He provides enhanced wealth creation solutions to successful and true seekers of financial advice through a principle based and proven processes in an impartial environment. His aim is to ensure you meet your financial goals and to exceed your expectations.
In the office, Adam liaising with clients during account reviews and planning purposes and he conducts extensive investment research and builds portfolio management systems for streamlined investment modelling to help enhance returns. Adam possesses a strong commitment and passion for exceeding client expectations and providing added value in his interactions with clients.
Outside the office, Adam greatly enjoys reading and spending time with his family and friends. He considers himself a history buff, striving to go beyond his own roots to understand the history and culture of others. As Sir Winston Churchill stated; “Those who fail to learn from history are doomed to repeat it.” This statement is important to Adam as history helps us understand how events in the past made things the way they are today. Adam is keen to travel and has been to Europe a number of times to recognize Canada’s contribution and individual soldiers during the first and second world war, including attending the 100th anniversary ceremonies at Vimy Ridge, France.
At Prittie Private Wealth, we have created a Client Care Specialists Team of experts to ensure our clients receive a white glove experience. Our clients are our # 1 priority!
Director, Client Services & Practice Management | Prittie Private Wealth
Client Service Coordinator
Insurance & Estate Planning
Investment Advisor Associate
We believe that in order to continue providing a superior experience to our clients, our Client Care Specialists need to continue to develop ongoing expertise to ensure we exceed your expectations. Our team participates in regular practice management sessions hosted by Anka Molon, our Director of Client Services & Practice Management. Anka has joined the branch from Mandeville’s head office where she held the role of Director in Business Development. She brings with her over 25 years of superior customer service experience in the financial services industry in past key departmental roles in Compliance, Client Services, Operations and Corporate Accounting. Anka has joined our team in overseeing the day-to-day operations of the branch and implementing proven strategies to add efficiency to our practice. Anka’s extensive expertise in Operations and Client Services will allow her and our Client Care Specialists to enhance our client’s wealth creation experience and our commitment to exceeding expectations.
Prittie Private Wealth’s Client Care Specialists promote proactive client service rather than reactive. We implement regular reporting and strategies to regularly review client accounts to ensure client funding requests, transfers and all processing requests are completed in a timely manner. We are renowned for providing a truly phenomenal client experience. Our Client Care Specialists Team mantra is to ALWAYS go above and beyond for our clients!
Prittie Private Wealth Legacy
Michael was in the investment advisory industry for over 37 years and enjoyed every moment of it, building strong relationships with clients. As of January 1, 2024, Michael moved towards enjoying retirement and leaving the day-to-day responsibilities of the investment advisory practice. Michael will always be there to continue to support Adam and our expert team to continue to build clients financial health and wealth. Michael’s decision to partner with his son Adam was the easiest decision to Michael as he couldn’t be prouder or happier to see Adam assume the reins as our team’s accomplished, innovative, and motivated Senior Financial Advisor. He approached this decision and transition to retire knowing the most important criterion is trust:
- trust that Adam shares his values and that his first priority is the needs of our clients;
- trust that Adam has the capacity and capabilities to ensure service continuity and excellence;
- trust that Adam is accomplished in Portfolio Management and Investments with extensive experience in planning, designing, and implementing investment solutions; and
- trust that Mandeville’s head office fully supports my succession plans and advisory transition to Adam.
Adam's drive and dedication comes through in all that he does. He has succeeded in completing all the financial designations that are vital to success in helping our clients, continue to build a solid financial foundation for their future. It is a testament to Adam's dedication and talent that he has accomplished these important designations in an astonishingly short time frame. The educational path Adam has attained and excelled at in just 5 years often takes an Investment Advisor and Portfolio Manager over 10 years to accomplish. He received Mandeville’s Award of Excellence for Education Achievements at the September 2022; Mandeville Advisor Conference in Banff, Alberta. Michael is so proud of Adam's professional development in successfully completing his Chartered Investment Manager (CIM) designation to become a Portfolio Manager, Insurance Advisor, and his Certified Financial Planning (CFP) designation.
After 37 years of professional practice, Michael is looking forward to enjoying more travel with his wonderful wife Audrey. But he won’t be disappearing entirely, as he moves into a consulting supportive role. Michael will always be there for Adam, and our team as needed and as he can add value. Our client interests have and will always be at the forefront of how we manage investments and our client’s continuing relationship with Prittie Private Wealth.
For Retiring Advisor, Father-Son Succession Plan is Best
Publisher: Wealth Professional– August 15, 2023
Like Father, Like Son | Michael & Adam Prittie of Prittie Private Wealth
Publisher: Faces Magazine-November, 2023
Capital Wealth Partners was founded to offer a full-suite of financial advisor and services-financial and investment planning; retirement planning; estate planning and in-house tax services. We strive to educate our clients about their financial health and wealth. We are accomplished Financial Advisors with extensive experience in planning, designing and implementing the solutions that will build your financial future. We are committed to providing enhanced financial solutions to our clients and, as such, are aligned with Mandeville Insurance Services Inc. to offer financial products such as Life Insurance, Disability, Critical Illness and other related wealth protection and risk management products to help clients establish a solid financial foundation for their future. To learn more about Capital Wealth Partners, click here - Capital Wealth Partners
We believe in providing Canadians with the principles of wealth creation and the ACCESS to tools and products that are truly aligned with the principles of wealth creation. At Mandeville, we are committed to the preservation of wealth for our clients. We understand that significant wealth is traditionally lost by future generations. Our Advisors are devoted to working with families to ensure successful intergenerational wealth preservation via due diligence and principled investing. To learn more about Mandeville, click here - Mandeville Private Client Inc.
Based in Toronto, Fidelity Clearing Canada provides execution, clearing, custody and back-office support services to Canadian registered brokerages firms and portfolio managers. Since establishment in 1946 as a privately held company, Fidelity Investments has always had the flexibility to take a long-term view. With over $3.0T in assets, our scale and scope allow us to put our expertise to work developing integrated solutions that meet our customers’ needs and drive results. Fidelity, like Mandeville, is a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC).
Fidelity is a global leader in the delivery and servicing of investment accounts. It has access to a vast global network of expertise which benefits Mandeville and its Canadian clients.
Mandeville’s Vault offers you the security of sending your confidential documents to your advisor via a secured bank-grade encryption system. Mandeville Vault is a best-in-class digital platform for secure document management and collaboration between Mandeville’s Advisors and Clients. To learn more about Mandeville’s Vault’s security, click here - Security Brochure
At Prittie Private Wealth & Mandeville Private Client Inc., we believe that when doing well, we should also be doing good.
Both Michael and Adam Prittie have been long-term supporters of the CFRA Christmas Cheer Breakfast, which serves 11 important charities and local community organizations. They are major sponsors.
The Prittie Perspective | Quarterly Newsletter
A great Edition! Extremely informative. Thank you to all the contributors.
"We have been Michael Prittie's clients for 25 years and have stayed with him through four different wealth management organizations. His impetus for these moves has been client focused, seeking out those firms offering the most additional value to clients such as private investment access. We have unreservedly recommended him to others and our children are now among his satisfied clients.
Michael has capably guided and assisted us as our financial and related needs evolved with each stage of our lives from raising a young family and operating businesses through to retirement. We recognize his significant efforts to improve his knowledge, increase his professional capabilities and keep abreast of changing circumstances and opportunities in order to offer the impressively broad range of sound and up-to-date advice needed in such circumstances. His client council with rotating membership ensures client feedback is solicited and acted upon.
Trust in your financial advisor is paramount and we have grown to trust Michael's judgement implicitly and are yet to be disappointed: just the opposite in fact. For example, he advised caution during the heady days leading to the big high-tech bust and has induced us to buy low and sell high through several business cycles which is much easier said than done. We now rely on his discretionary investment management services to act quickly and capitalize on opportunities. Through this trust, we have also learned to understand and appreciate the interconnected intricacies of wealth management and how we can benefit. To this end, we take advantage of his tax planning and preparation services which incorporate our individual and collective personal and corporate income taxes resulting in significant tax savings.
Michael is unabashedly enthusiastic in his willingness to share his financial knowledge. He loves his vocation and it shows! Michael truly epitomizes a financial advisor."
Jim & Debbie
The above testimonials are not representative of the experience of other clients, and not indicative of future performance or success.