Spring is in the air—and so are some exciting initiatives here at Prittie Private Wealth! We’re always looking for ways to enhance your experience with us, and your input plays a big role in shaping what we do next. Here’s what’s coming up:

We have two upcoming surveys, and by participating, you’ll have the chance to win one of two $100 Visa gift cards. Yes, it pays to share your thoughts!

Spring is one of the busiest seasons in the real estate market, with buyers eager to find their dream home before summer. If you’re planning to purchase a home in Spring 2025, now is the time to get your finances in order.

Being financially prepared can help you secure a mortgage with favorable terms and make your home-buying journey smoother. Here’s how to get ready.

At Prittie Private Wealth, our primary 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/

We are honoured to announce that our branch at Capital Wealth Partners & Mandeville Private Client Inc. has been named “Ottawa’s Best Wealth Management Firm” for 2025!

Happy New Year! Welcome to 2025 and a reset for new opportunities and personal achievements.
Prior to Christmas, I was pleased to continue with platinum level sponsorship of the Christmas Exchange Breakfast. This year’s event was held at the Infinity Center where together we raised a total of $150,000 to assist those in need over the holidays. Disadvantaged families and especially children really benefit from this long-standing charity event, and I am happy to continue the level of support Michael set in place years ago.

As we close out Q4 2024, equity markets across North America continued to deliver strong performance, with a notable resurgence in large-cap stocks. The TSX Composite extended its gains, rising 3.03% for the quarter to end the year up 17.99%, while the TSX Small Cap index added 0.11 % ending the year up 15.97%. In the U.S., the S&P 500 climbed 3.03% to round out a 23.31% gain on the year, outpacing the S&P 600, which posted a -0.98% decrease to close the year up 6.82%.

This quarter’s narrative shifted towards large-cap stocks regaining momentum following their earlier underperformance relative to small-caps. The rebound was driven by improving earnings reports, easing recession fears, and stabilizing interest rate expectations.

Feliz Ano Nuevo and greetings from sunny Panama City. I trust you enjoyed a wonderful Christmas season with family and friends and that this new year brings you all you desire. It seems we just arrived back in Panama on October 4th and now it’s already 2025.
We were unsure of what to expect arriving in the “rainy season” but since Casco Viejo is located at the beginning of the “dry arch” we found fall here great.

Wishing You the Best in 2025. As we step into 2025, I want to take a moment to wish you a year filled with success, prosperity, and joy. At Prittie Private Wealth, we’re here to support you every step of the way, and to ensure your experience with us is nothing short of exceptional.
As Director of Client Services & Practice Management of Prittie Private Wealth, I am privileged to lead a team that is truly passionate about providing you with a white-glove service experience.

As the new year approaches, it’s a natural time to reflect on our personal goals and set resolutions for the months ahead. Your home and finances are key areas where small, intentional changes can lead to big improvements in security, stability, and quality of life.
Here are some resolutions to get you started!
Create a Realistic Home Budget
A well-planned budget is essential for financial peace of mind. Whether you’re new to budgeting or want to refine your approach, creating a realistic budget help prioritize spending, track bills, and put money toward meaningful goals.

Our primary goal is to ensure Electronic Funds Transfers (EFTs) and Wire orders are initiated, executed, and approved in a secure manner while meeting the needs of our clients. We want to ensure that you receive your fund requests when you need it; for example, buying a new car or any other purchase.
Please be reminded of the following process to ensure no delays are encountered for funding requests

In times of market volatility, it’s natural for investors to consider taking immediate action. Sharp declines in stock prices or unsettling economic headlines worldwide can prompt a rush towards selling assets and moving to safer ground. However, the best course of action during such times is often strategic inaction, or more simply, staying the course. Here’s why maintaining your investment strategy in turbulent markets is the smart move for long-term investors.

As we conclude Q3 2024, North American equity markets posted impressive gains, with a notable shift towards small-cap stocks. The TSX Composite led major indices with a surge of 9.23%, while the TSX Small Cap index posted a robust gain of 6.79%. In the U.S., the S&P 500 rose 4.73%, lagging behind its smaller counterpart, the S&P 600, which rallied strongly with a 9.19% increase.
This quarter’s standout story was the significant outperformance of small-cap stocks in the U.S. market. Importantly, the bulk of the S&P 600’s impressive gain occurred before the Federal Reserve’s rate cut.