At Prittie Private Wealth, we believe that financial planning is an ongoing process and that the financial plan that we provide is a living document that must be updated as time passes and a client's situation changes. A solid written financial plan acts as a roadmap and helps plan for retirement, major purchases, education and even helps to prepare and protect against unforeseen events. Our financial planning involves a proven six-step process:
To start a conversation, book a discovery meeting with absolutely no obligation by either completing the below form or calling our Client Service Director; Anka Molon at 613-728-0101.
When interest develops and we are approached by an advice-seeking individual, we never ever conduct business at the first meeting. We simply want what you want - the opportunity without any obligation whatsoever to discover fit, function and facts before deciding on any course of action. We value the opportunity to discuss the benefits of working with us and learn about each other - this is simply a win-win.
Consider joining us for a discovery meeting and a second opinion. A meet and greet with an Advisor should be enjoyable and that is what we guarantee!
Come meet us! We provide paid parking and a great cup of coffee!