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