Did You Know? Our Team is Growing
At Prittie Private Wealth, delivering a high level of personalized service has always been at the core of what we do. As our client relationships continue to grow and evolve, so does our team—ensuring we can continue to meet your needs with the same care, responsiveness, and attention to detail you expect.
We are pleased to share a few exciting updates from around the office.
Welcoming Clement Leung
We recently welcomed Clement Leung to our team as an Investment Representative Associate. In this role, Clement works closely with Adam Prittie and supports the broader team in delivering a seamless and efficient client experience.
Clement is involved in a number of key areas, including assisting with trade execution, preparing client-specific reporting, and supporting investment-related tasks with a high degree of accuracy and care. He also participates in client meetings, helping ensure we capture important details and prepare thoughtful, personalized materials for each interaction.
His addition strengthens our operational capabilities and allows us to continue providing a high standard of service as we grow.
Expanding Our Insurance Offering with Peter Graceffa
We are also pleased to highlight our collaboration with Peter Graceffa, an Insurance Specialist from Graceffa Insurance Group.
With over 15 years of experience, Peter brings deep expertise in life insurance and estate planning strategies. He works closely with individuals, families, business owners, and professionals to design tailored insurance solutions that support long-term financial security.
Peter’s knowledge extends to areas such as risk management, wealth transfer, and group benefits for businesses—enhancing the breadth of solutions we can offer our clients as part of a comprehensive financial plan. Working closely with Adam, Peter will help deliver insurance services to our clients in a thoughtful, coordinated manner that supports their broader financial objectives.
What This Means for You
As our team grows, so does our ability to serve you more effectively. Whether it’s improving turnaround times, enhancing the quality of reporting, or expanding the range of planning strategies available to you, these additions are all focused on one thing: elevating your experience.
Thank you, as always, for your continued trust in Prittie Private Wealth. We look forward to supporting your financial goals with the strength of our growing team.
Written By: Anka Molon
