Business Details
Your Trusted Partner for Financial Planning & Investment Solutions
At Prittie Private Wealth, we believe that no one cares more about your wealth creation and account management than we do. With decades of combined experience, our team of professionals is dedicated to providing personalized financial solutions that align with your goals. Our approach is rooted in integrity, transparency, and a deep commitment to client care. We specialize in discretionary investment management, comprehensive financial planning, and estate planning, ensuring that your financial future is built on a foundation of proven strategies. Our partnership with Mandeville Private Client Inc. grants access to a wide array of financial products and services, including life insurance and tax planning.We pride ourselves on exceeding client expectations through proactive service, continuous education, and a focus on long-term relationships. Our teams expertise, including certifications such as Certified Financial Planner (CFP) and Chartered Investment Manager (CIM), ensures that clients receive informed, reliable guidance. We are committed to community involvement and ethical practices, striving to make a positive impact beyond financial success. Our mission is to preserve and grow your wealth while maintaining the highest standards of professionalism and client advocacy.
Services
Discretionary Investment Management
Comprehensive Financial Planning
Insurance Planning
Estate Planning
Tax Preparation
Retirement Planning
Wealth Preservation
Portfolio Management
Risk Management
Private Investment Access
Highlights and features
- We offer independent, unbiased investment solutions with no proprietary ties.
- Our team holds elite designations including Certified Financial Planner (CFP) and Chartered Investment Manager (CIM).
- We guarantee full transparency with no hidden fees or embedded costs.
- Decades of client testimonials validate our commitment to exceeding expectations.
- We provide access to private investment opportunities typically reserved for institutions.
Associations and certifications
- Canadian Investment Regulatory Organization (CIRO)
What people say
Decades of reliable guidance
Exceptional personalized service
Proven investment strategies
Transparent fee structure
Strong community involvement
Services
Discretionary Investment Management
Our discretionary investment management service allows clients to delegate day-to-day portfolio decisions to experienced professionals. We design customized strategies using public and private market opportunities, focusing on risk-adjusted returns. Clients benefit from ongoing monitoring, rebalancing, and access to exclusive private investments typically reserved for institutions.
Comprehensive Financial Planning
We create living financial plans tailored to individual goals, covering retirement, education, and major purchases. Our six-step process includes net worth analysis, tax strategies, and estate planning to ensure long-term security. Regular reviews adapt to life changes, ensuring clients stay on track to meet evolving objectives.
Estate Planning
Our estate planning service minimizes tax liabilities and legal fees while ensuring assets are distributed according to client wishes. We coordinate with legal experts to create wills, trusts, and charitable giving strategies, providing peace of mind for intergenerational wealth transfer.
Tax Preparation
In-house tax preparation combines investment and financial planning insights to optimize tax efficiency. We identify deductions, credits, and strategies like spousal loans to retain more of clients' income, integrating tax planning into holistic wealth management.
Insurance Planning
We design insurance solutions to protect against life's uncertainties, including term, whole, and universal life policies. Our strategies address income replacement, estate preservation, and business continuity, ensuring financial security for clients and their families.
People
Adam Prittie
Portfolio Manager, Financial Advisor
Adam Prittie holds CFP, CIM, and BCOM designations, graduating from Carleton University's Sprott School of Business. He ranked second in Canada on the 2023 CFP exam and specializes in discretionary investment management. With expertise in portfolio modeling and client advocacy, he focuses on tax-efficient wealth growth.
Anka Molon
Director of Client Services & Practice Management
Anka Molon brings 25+ years of financial services experience, overseeing branch operations and client experience. Her background in compliance and client services ensures efficient practice management and proactive client support.
Natalie Nunn
Client Service Coordinator
Natalie Nunn supports client operations with a focus on timely processing of funding requests and account management. She plays a key role in maintaining the team's 'white glove' service standard.
Alexander McCallum
Investment Advisor Associate
Alexander McCallum assists in portfolio management and client consultations, leveraging his knowledge of financial markets to support wealth creation strategies.
Questions
What services does Prittie Private Wealth offer?
We provide discretionary investment management, financial planning, estate planning, tax preparation, insurance solutions, and access to private investment opportunities.
Are your advisors certified professionals?
Yes, our team includes Certified Financial Planners (CFP) and Chartered Investment Managers (CIM) with decades of industry experience.
How do you ensure transparency in fees?
We disclose all costs upfront with no hidden fees, ensuring full visibility in monthly statements and client communications.
Can I access private investment opportunities?
Yes, through our partnership with Mandeville, we offer private and alternative investments typically reserved for institutions.
Do you work with clients outside Ottawa?
Yes, we serve clients across Canada through personalized digital and in-person consultations.
