About Prittie Private Wealth
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. We strongly believe no one will care more about your money, wealth creation and account management (outside of you and your loved ones) than us. With decades of experience, we have the client testimonials, references and ongoing advocacy for our services to prove it!
Adam Prittie, CFP®, CIM®
Portfolio Manager
Financial Advisor
1565 Carling Avenue
Suite #610
Ottawa, ON
T: 613-728-0101
aprittie@mandevillepc.com
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.
At Prittie Private Wealth, we have created a Client Care Specialists Team of experts to ensure our clients receive a white glove experience. Our clients are our # 1 priority!
We believe that in order to continue providing a superior experience to our clients, our Client Care Specialists need to continue to develop ongoing expertise to ensure we exceed your expectations. Our team participates in regular practice management sessions hosted by Anka Molon, our Director of Client Services & Practice Management. Anka has joined the branch from Mandeville’s head office where she held the role of Director in Business Development. She brings with her over 25 years of superior customer service experience in the financial services industry in past key departmental roles in Compliance, Client Services, Operations and Corporate Accounting. Anka has joined our team in overseeing the day-to-day operations of the branch and implementing proven strategies to add efficiency to our practice. Anka’s extensive expertise in Operations and Client Services will allow her and our Client Care Specialists to enhance our client’s wealth creation experience and our commitment to exceeding expectations.
Prittie Private Wealth’s Client Care Specialists promote proactive client service rather than reactive. We implement regular reporting and strategies to regularly review client accounts to ensure client funding requests, transfers and all processing requests are completed in a timely manner. We are renowned for providing a truly phenomenal client experience. Our Client Care Specialists Team mantra is to ALWAYS go above and beyond for our clients!
Our Legacy & Continuity
Prittie Private Wealth has been built on a longstanding commitment to putting clients first, developing trusted relationships and providing thoughtful financial guidance through every stage of life.
After more than 37 years in the investment advisory industry, Michael Prittie stepped away from the day-to-day responsibilities of the practice in January 2024. His decision to transition the leadership of Prittie Private Wealth to his son, Adam, was grounded in one overriding priority: ensuring that clients would continue to receive the same level of care, attention and commitment that have defined the practice for decades.
Today, Adam Prittie leads the practice as a Portfolio Manager and Financial Advisor. His approach builds on the principles established by Michael while continuing to evolve the firm’s investment management, financial planning and client service capabilities.
The transition reflects the values that have always been central to Prittie Private Wealth:
- placing the interests and financial well-being of clients first
- maintaining continuity and long-term relationships across generations
- applying disciplined research and thoughtful portfolio management
- providing comprehensive financial planning tailored to each client’s circumstances
- continually enhancing the client experience through a strong and experienced professional team
For Adam, leading Prittie Private Wealth represents both a responsibility and an opportunity: to preserve the values and relationships that have shaped the practice while continuing to strengthen how the firm serves clients for the future.
At Prittie Private Wealth, our legacy is not simply about where we have been. It is about maintaining the trust our clients have placed in us and continuing to earn that trust for generations to come.
Our Strength
Capital Wealth Partners was founded to offer a full-suite of financial advisor and services-financial and investment planning; retirement planning; estate planning and in-house tax services. We strive to educate our clients about their financial health and wealth. We are accomplished Financial Advisors with 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. To learn more about Capital Wealth Partners, click here - Capital Wealth Partners
We believe in providing Canadians with the principles of wealth creation and the ACCESS to tools and products that are truly aligned with the principles of wealth creation. At Mandeville, we are committed to the preservation of wealth for our clients. We understand that significant wealth is traditionally lost by future generations. Our Advisors are devoted to working with families to ensure successful intergenerational wealth preservation via due diligence and principled investing. To learn more about Mandeville, click here - Mandeville Private Client Inc.
Based in Toronto, Fidelity Clearing Canada provides execution, clearing, custody and back-office support services to Canadian registered brokerages firms and portfolio managers. Since establishment in 1946 as a privately held company, Fidelity Investments has always had the flexibility to take a long-term view. With over $3.0T in assets, our scale and scope allow us to put our expertise to work developing integrated solutions that meet our customers’ needs and drive results. Fidelity, like Mandeville, is a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC).
Fidelity is a global leader in the delivery and servicing of investment accounts. It has access to a vast global network of expertise which benefits Mandeville and its Canadian clients.
Mandeville’s Vault offers you the security of sending your confidential documents to your advisor via a secured bank-grade encryption system. Mandeville Vault is a best-in-class digital platform for secure document management and collaboration between Mandeville’s Advisors and Clients. To learn more about Mandeville’s Vault’s security, click here - Security Brochure
Community Involvement
At Prittie Private Wealth & Mandeville Private Client Inc., we believe that when doing well, we should also be doing good.
Christmas Cheer
Both Michael and Adam Prittie have been long-term supporters of the CFRA Christmas Cheer Breakfast, which serves 11 important charities and local community organizations. They are major sponsors.
Client Testimonials
The Prittie Perspective | Quarterly Newsletter
A great Edition! Extremely informative. Thank you to all the contributors.
Linda S.
"We have been Michael Prittie's clients for 25 years and have stayed with him through four different wealth management organizations. His impetus for these moves has been client focused, seeking out those firms offering the most additional value to clients such as private investment access. We have unreservedly recommended him to others and our children are now among his satisfied clients.
Michael has capably guided and assisted us as our financial and related needs evolved with each stage of our lives from raising a young family and operating businesses through to retirement. We recognize his significant efforts to improve his knowledge, increase his professional capabilities and keep abreast of changing circumstances and opportunities in order to offer the impressively broad range of sound and up-to-date advice needed in such circumstances. His client council with rotating membership ensures client feedback is solicited and acted upon.
Trust in your financial advisor is paramount and we have grown to trust Michael's judgement implicitly and are yet to be disappointed: just the opposite in fact. For example, he advised caution during the heady days leading to the big high-tech bust and has induced us to buy low and sell high through several business cycles which is much easier said than done. We now rely on his discretionary investment management services to act quickly and capitalize on opportunities. Through this trust, we have also learned to understand and appreciate the interconnected intricacies of wealth management and how we can benefit. To this end, we take advantage of his tax planning and preparation services which incorporate our individual and collective personal and corporate income taxes resulting in significant tax savings.
Michael is unabashedly enthusiastic in his willingness to share his financial knowledge. He loves his vocation and it shows! Michael truly epitomizes a financial advisor."
Jim & Debbie
The above testimonials are not representative of the experience of other clients, and not indicative of future performance or success.
