Why Should You Do Business With Us?
INDEPENDENCE
This means absolutely no ties to any proprietary investments. We always select the best public or private investment solution without any bias whatsoever. What matters is cost vs benefit and best in class solutions for you - as opposed to anyone else.
WE ARE TRANSPARENT
There are never any additional embedded fees or hidden compensation. We are fully transparent. The only costs you ever pay is shown on your monthly statements.
CARE & CONSIDERATION
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. I strongly believe no one will care more about your money/wealth creation and account management (outside of you and your loved one) than us. With decades of experience, we have the client testimonials, references and ongoing advocacy for our services to prove it!
About Prittie Private Wealth
About Prittie Private Wealth
Click here to read our press release on our award from Faces Magazine for 2025.
We strive to educate our clients about their financial health and wealth. We have 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.
Financial Advice & Services
based on our guiding principles of wealth - integrity - wisdom
based on our guiding principles of
wealth - integrity - wisdom
Results Based Wealth Management
We create and preserve wealth by providing individuals and business owners with tax efficient strategies to prudently grow their financial and life goals. Our philosophy is communicating the benefit of a balanced approach between Public and Private Investing. Wealth is created not only in the public markets but also by private businesses. The world’s most successful institutions and high net worth investors have been investing in this space for generations and have achieved above-average rates of return utilizing an asset mix combining traditional and private and alternative investments.
Get To Know Us
Adam Prittie, CFP®, CIM®
Portfolio Manager | Financial Advisor
Adam Prittie is a Portfolio Manager and Financial Advisor with Prittie Private Wealth and Mandeville Private Client Inc. in Ottawa, Ontario. He holds the Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®) designations and works closely with clients to develop and manage comprehensive wealth strategies aligned with their financial objectives.
Adam’s approach combines disciplined portfolio management with comprehensive financial planning. He is actively involved in investment research, portfolio construction and ongoing portfolio oversight, while also working with clients to address the broader elements of their financial lives. His focus is on ensuring that investment decisions are made within the context of each client’s goals, circumstances, risk tolerance and long-term financial plan.
A strong believer in informed and disciplined decision-making, Adam places considerable importance on helping clients understand their investments and the reasoning behind their financial strategy. He believes that successful wealth management extends beyond investment selection and requires a coordinated, long-term approach supported by thoughtful planning and regular review.
As the next generation of leadership at Prittie Private Wealth, Adam continues the firm’s longstanding commitment to client service while bringing a modern and research-driven perspective to portfolio management and financial planning. He works closely with the firm’s Client Care Specialist Team and professional network to provide clients with a coordinated wealth management experience.
Adam is committed to continually strengthening the investment and planning processes used by Prittie Private Wealth and to providing clients with the guidance, accessibility and attention that have been central to the practice for decades.
Outside the office, Adam enjoys reading, travelling and spending time with family and friends. He has a particular interest in history and enjoys exploring the historical and cultural significance of the places he visits.
Core Values
We provide enhanced wealth creation solutions to successful and genuine seekers of financial advice. We offer principled and proven processes in an impartial professional environment. Our aim is to ensure you meet your financial goals and to exceed your expectations.
We have developed many long-term relationships with individuals who have sought their advice and utilized their knowledge and experience. “We have succeeded in implementing and maintaining a personal road map to wealth creation. References are available and encouraged.”
Non-Negotiable Core Values:
Integrity
Doing the right thing, even when no one is looking.
Forthrightness
Telling clients what they need to know, even if they may prefer not to hear it.
Professionalism
Being responsive, honourable and solely committed to clients. Employing proven and effective means to achieve client financial goals.
Balance
Commitment to family, work and contribution to the community.
Uniqueness
Seeking feedback through various initiatives as well as our Client Advisory Council to ensure we do all we can to exceed expectations.
Our Process
We create and preserve wealth by providing to individuals, institutions and foundations the necessary services and proven solutions consistent with the worlds’ largest and most successful institutional and high net worth investors.
An Institutional Approach to Investing
At Prittie Private Wealth, our investment approach is based on the concept that since the needs of the high net worth and institutional investor are the same as the average investor, the portfolio profiles should be similar.
Institutional/HNW Asset Allocation Wealth is created not only in the public markets, but also by private businesses.
The largest and most successful institutions in the world like the Canada Pension Plan (CPP) which manages over $183 Billion for the benefit of every Canadian has altered their asset mix in recent years to include private/alternative investments. The Canadian Exempt (private) Market raised $142.91 billion in capital in 2011 alone.
The world’s most successful institutions and high net worth investors have been investing in this space for generations and have achieved uncorrelated above average rates of return utilizing an asset mix combining traditional public as well as private and alternative investment solutions.
The investment objectives of successful, large institutions and those of high net-worth investors are as follows:
Is your objective not the same? If so, why aren’t your portfolios the same?
To help bridge the gap in this apparent dysfunctionality, we offer a very wide array of investment solutions including:
If appropriate for your portfolio, given your objectives, time horizon and liquidity needs, you may want to consider investing in a similar manner.
Our Strength
Our partnership with Mandeville Private Client Inc. and our local branch Capital Wealth Partners was founded to offer a full-suite of financial advice and services:
We believe that our values: “Wealth – Integrity – Wisdom” are what sets us apart.
Our strength with our partners has opened our clients to a full suite of financial advice and services – Financial and Investment Planning; Retirement Planning; Estate Planning and In-House Tax Services.
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.
We are registered and professional Portfolio Managers, experienced in planning, designing and implementing the solutions that will build your financial future. For further information on our branch; Capital Wealth Partners, please click here and to learn more about Mandeville Private Client Inc. click here.
We offer a multi-disciplined approach to preserving wealth. Communicating the benefit of a balanced approach between Public and Private Investing?
Wealth is created not only in the public markets but also by private businesses. The world’s most successful institutions and high net worth investors have been investing in this space for generations and have achieved above-average rates of return utilizing an asset mix combining traditional and private and alternative investments.
Many of the largest and most successful pension plans in the world, i.e. the Harvard Endowment, OMERS, HOOP, the Canada Pension Plan (CPP) have long held private and alternative investments as an important value-added component to their investment strategy.
Despite having the same goals, the Wealthy Invest Differently. At Prittie Private Wealth, our investment approach is based on the concept that since the needs of the wealthy and institutional investor are the same as the wealth-seeking investor, it follows that their portfolios should be similar. We uniquely offer our clients access to world-class proven co-investment and stand-alone private investment opportunities.
The world’s most successful institutions and affluent investors have achieved above average rates of return utilizing an asset mix combining traditional and private and alternative investments. Private investments have many advantages; they are not impacted by market fluctuations which can reduce volatility. They provide an additional source of diversification that can mitigate overall portfolio risk. Many are income-oriented and have very attractive yields for income seekers. Many are often long-term investments with high tax-deferred growth potential.
Democratizing Private Opportunities
Our mission is to provide all wealth-seeking investors with access to investment opportunities both within the public and private realm that are typically reserved for the wealthy and institutional investor. Through Mandeville Private Client Inc., and its parent company Portland Investment Counsel Inc., our clients have access to world leaders in private partnerships, such as the European Investment Bank, Liberty Media, Cygnus/KKR, and many other proven and successful private investors. When working with us, we as registered portfolio managers, provide you instant access to these types of investments without having to meet the accredited investor status (proven net worth/income levels).
Our Mission Statement
Our mission is to preserve and build clients’ wealth by providing proven and effective wealth creation services and solutions to individuals, institutions and foundations in a manner that is consistent with the world’s largest and most successful institutional and high net worth investors. To invest our own money alongside yours in the same manner and in the same investment solutions. To always position our clients’ interest ahead of the firms and our own.
Seminars & Events
News & Views
The Importance of Financial Planning & Working With a Trusted Advisor
The current investment landscape has made it easier than ever for individuals to purchase numerous types of investments, but this comes with its own set of challenges. One can ask themselves, what do I buy? Is the valuation reasonable? What is the payout ratio? When should I sell? Will I have enough capital to educate my children and retire? Should I buy index funds? What happens if I sell with a gain or a loss?
Fuel Costs, Fed Hikes, and a Few Big Names
The third quarter of 2026 was defined by energy. The Strait of Hormuz never fully reopened, the truce between the United States and Iran broke down in September, and the inflation that central banks had hoped would fade began to look like it was here to stay. Markets in both countries still finished the quarter higher, but the gains were concentrated in the largest companies. Smaller companies had a much harder three months.
Giving with Purpose: Charitable Donations and Tax Planning
At Prittie Private Wealth, we are always looking for ways to help clients make thoughtful, tax-efficient financial decisions. While taxes are an unavoidable part of our financial lives, there are legitimate planning strategies that may help reduce the amount of tax you owe while also supporting causes that are important to you.
One strategy that is sometimes overlooked is charitable giving.