Did You Know?
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:
📋 Have Your Say & Win!
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!
- Post-Tax Season Survey
For clients who used our tax preparation services, keep an eye out for a survey coming your way. It’s our way of checking in to see how we did and where we can do even better. - Client Engagement Survey
It is important to us to engage with you as our client to ensure we are delivering top-tier service. We always strive for our clients to feel important and to provide a white glove experience. Your survey responses will allow us to discuss internally any changes that we need to make in the future to improve our value-added service to you.
🏆 Ottawa’s Best Wealth Management Firm
Did you know that our branch was recently awarded as “Ottawa’s Best Wealth Management Firm” for 2025! This recognition is especially meaningful as winners are determined entirely by popular vote!
We extend our deepest gratitude to our incredible clients—your trust and confidence in us make achievements like this possible. Thank you for your continued support!
🎤 Save the Date: April Seminar
We’re pleased to share that an invitation will be going out shortly for our upcoming April 23rd seminar:
“Positioning Your Portfolio: Market Insights” with Adam Prittie
Join us as Adam provides expert commentary on the current market landscape, shares insights into economic trends, and offers smart, actionable strategies to help you confidently position your portfolio in today’s environment.
🎬 Coming Soon: Family Movie Event
We’re also excited to announce that invitations for our annual June Family Movie Event will be hitting your inboxes in May! It’s one of our favourite client events—and we hope to see you and your loved ones there. More details to come soon.
Stay tuned, stay engaged—and as always, thank you for being part of the Prittie Private Wealth family.
Written By: Anka Molon
