Did You Know…

Did you Know that we offer Tax Preparation Service. Some clients do not realize that we process and submit to the CRA over 300 client tax returns each year; these include estate, self-employed and corporate returns.  Beginning in 2005, as a means to provide an additional and convenient service at a reasonable cost, we have seen steady growth in this service over the past 19 years given the overall cost and benefit derived by our clients. More information on our tax preparation services will be sent out to all clients in early February.

Did You Know that Prittie Private Wealth’s website hasa NEW Legacy tab under the “About” drop down. This new Legacy tab talks about the incredible legacy and succession planning from Michael to Adam. There are great publications in this section from the acclaimed national publication from Wealth Professional and Ottawa’s own Faces Magazine.

Did You Know that we host many great Client Events throughout the year such as monthly client seminars that can be attended in-person or via zoom. We also host in Ottawa our annual Family Movie Day in June and our annual Children’s Christmas party held in December.

Written By: Anka Molon | Senior Manager, Client Services & Practice Management |Prittie Private Wealth