Did You Know…
Did you Know that it is important to update Adam Prittie when life circumstances change so that your financial plan can be updated. The purpose of updating your financial plan is to ensure that your financial strategy remains aligned with your current life circumstances and goals. Life changes—such as a significant salary increase, marriage, the birth of a child, or receiving an inheritance. All of these can significantly impact your financial situation, and your financial plan needs to reflect those changes. Your updated financial plan can adjust for new priorities, optimize tax strategies, adapt your investment approach, and ensure that you stay on track to meet your short and long-term financial objectives. Ultimately, it helps you maintain control over your financial future and avoid potential gaps or risks.
Did you Know that based on client feedback, we have launched Prittie Private Wealth’s Financial Wealth Empowerment Series. This series provides insights by Adam Prittie and will cover current market trends, retirement planning, and tax-efficient strategies. These sessions are designed to keep you informed and confident in your financial decisions. Stay tuned for client communications and invites to upcoming topics tailored to your interests!
In addition to our Financial Wealth Empowerment Series, we are excited to announce the launch of a series of recorded informational sessions specifically geared toward young investors! These sessions are designed to help youth understand the basics of investing, different account types, and how smart financial decisions today can positively impact their future. Whether it’s learning about RRSPs, TFSAs, or the power of compound growth, these recordings provide accessible, easy-to-understand insights to help young individuals build a strong financial foundation for years to come. Stay tuned for access to these valuable resources that will be available on our Prittie Private Wealth website and can be shared with your young family members.
If you have any questions, please do not hesitate to contact me directly at amolon@mandevillepc.com or 1-613-728-0101, ext. 233.
By: Anka Molon, Senior Manager, Client Services & Practice Management – Prittie Private Wealth
