The Prittie Perspective

We provide client communication touch points that provides many valued added features and benefits such as  economic and market updates, quarterly newsletters and mature client oriented publications.

Taxation and You!

By Michael Prittie | 8 January 2022

Although it may seem early but it is never too early to start thinking about taxes! We will be sending out a more formal email in early February, but want to let all clients know that we are once again offering our popular tax preparation services for the 2021 tax year.

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Global Diversification and Your Portfolio

By Michael Prittie | 8 January 2022

Many consider diversification to be holding smaller positions in a number of companies that you expect to perform well in the long term. While this is true, many investors trap themselves into exclusively investing within their home country, and many living in North America rarely venture outside Canada and the United States.

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What’s involved in giving your child a boost to homeownership?

By Michael Prittie | 8 January 2022

With the financial demands of school loans, living expenses, and finding a career path, many young people struggle to purchase their first home. Often, parents and grandparents are very sympathetic. They’ve enjoyed the financial benefits of long-term homeownership themselves and see how hard it is today to make that important first step into the real estate market.

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Why You Need A Financial Plan

By Michael Prittie | 8 October 2021

The 2021 Financial Stress Index shows that 38% of Canadians said money was their biggest concern, outranking personal health (26%), work (20%), and relationships (15%). More than 51% said they lost sleep over money concerns and 31% say it led to health problems, a significant increase from 18% in 2020.

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Principal Residence Designation

By Michael Prittie | 8 October 2021

Over the last twelve months, increasing inquiries pertaining to principal residences have been received here at the office.

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5 Lessons I Learned From The Psychology of Money By Morgan Housel

By Michael Prittie | 8 October 2021

During my morning runs this summer, I was able to take advantage of this time to enjoy the audiobook The Psychology of Money by Morgan Housel.

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Revisiting Equity Markets and Lifeboat Drills!

By Michael Prittie | 8 October 2021

Preparation and planning are best done in advance of rough seas and that sinking feeling. How does that apply to your investments?

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Should I Stay or Should I Go?

By Michael Prittie | 27 September 2021

As well as being a hit song for the Clash, this is a dilemma that many employees may find themselves in when leaving an employer or retiring. If they are part of a company pension plan, they may have to make some very important decisions. Two potential options, are leaving…

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Fundamental Analysis and Firm Value Maximization

By Michael Prittie | 4 August 2021

When selecting an investment for a portfolio, the options available are vast, diverse, and seemingly endless.

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You and Taxation! Limited Partnerships and Avoiding Double Taxation

By Michael Prittie | 27 July 2021

When
investing in an LP within a non registered (cash) account, it is imperative that you track your
cost base and factor in capital gains or other income generated by the manager.

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Capital Wealth Partners Nominated for “Advisory Team of the Year (Fewer than 10 Staff)”

By Michael Prittie | 9 July 2021

Our thanks to those who nominated us, Wealth Professional and CMI Mortgage Investments who sponsored the panel
discussion and the award itself.

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Quantitative Easing – What is it and how does it work?

By Michael Prittie | 1 May 2021

The intended purpose of Quantitative Easing (QE) is to help fight deflation, spur lending and spur investment and economic growth.

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