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?

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.

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.

At Prittie Private Wealth, we are always looking for ways to make it easier for our clients to stay informed and connected to their financial information.
Did you know that we offer a mobile app that allows you to access your investment accounts directly from your smartphone or tablet?

At Prittie Private Wealth, our goal is to ensure that Electronic Funds Transfers (EFTs) and Wire Orders are initiated, executed, and approved securely and efficiently—while meeting your needs. Whether you’re purchasing a new vehicle or making another important purchase, we want to ensure you receive your funds on time. To help avoid delays in processing, please take note of the following procedures:

In the modern market, there is an increasing number of headlines pertaining to the next big stock, and with Artificial Intelligence being developed at an increasingly rapid pace, companies related to this economic sector are catching the most attention. If I asked you to tell me the name of a GPU or memory producer, I am sure a few would come to mind, and some of them have likely increased significantly in market value, seemingly overnight. Many of these companies strive to build the best product, bring it to market, and be the premier name in supplying AI datacentres as well as consumer and enterprise solutions.

The second quarter of 2026 tested investors’ resolve before rewarding their patience. What began under the shadow of escalating conflict in the Middle East (and the energy shock that accompanied it) ended with major equity indices at or near record highs. A sharp drawdown in April, driven by the closure of the Strait of Hormuz and a surge in oil prices gave way to a remarkable recovery. This led to markets recouping their losses in a matter of weeks and pressing higher through May and June. Once again, the quarter reminded us that disciplined investors are often rewarded for looking past the headlines.

My child is looking to pursue post secondary education… or have decided not to! What can I do about my RESP? Although this might run counter to schools being just out for the summer, I thought I would take the opportunity to get a headstart for the fall semester and talk about the government’s RESP (Registered Educations Savings Plan) Program. So, what is the RESP and how does it work? The RESP is a government-supported savings program designed to help parents, grandparents and other caregivers save and take advantage of compound growth by investing for future education costs while benefiting from government grants (CESG).

At Prittie Private Wealth, we believe that protecting your financial well-being extends beyond your investment portfolio. In today’s increasingly digital world, cybersecurity and online awareness are important parts of protecting your personal information, your identity, and your overall peace of mind.
On May 26, we were pleased to host our seminar, Staying Safe and Thriving in the Age of AI: Cybersecurity Strategies for the Modern World, featuring guest speaker Sergey Poltev. Sergey shared practical insights on how artificial intelligence is changing the digital landscape, including the opportunities it creates and the risks individuals and families should be aware of.

At Prittie Private Wealth, our goal is to ensure that Electronic Funds Transfers (EFTs) and Wire Orders are initiated, executed, and approved securely and efficiently—while meeting your needs. Whether you’re purchasing a new vehicle or making another important purchase, we want to ensure you receive your funds on time. To help avoid delays in processing, please take note of the following procedures:

Thinking of buying a condo, townhouse or other strata-based home? There’s plenty to think about, from reserve funds to house rules to joining the board. Here are the crucial considerations before you sign on the dotted line.

In this newsletter, I want to provide you with a deep dive into the markets, global events, and the impacts they have had on markets and your portfolio over recent months.