Did you Know? Your Feedback, Financial Empowerment, and Digital Tools Support Your Financial Journey
At Prittie Private Wealth, our goal is to continuously enhance how we support you—through meaningful feedback, accessible education, and intuitive technology. Several recent initiatives reflect this commitment and are designed to help you and your family feel confident, informed, and engaged in your financial journey.
Your Voice Matters: Client Engagement Survey
We recently sent out our Client Engagement Survey and encourage all clients to take a few minutes to participate. As a thank-you for your time and feedback, all completed surveys will be entered into a draw to win one of two $100 Visa gift cards.
Your feedback helps us better understand what matters most to you, identify opportunities to improve our services, and ensure we continue to evolve in ways that align with your needs. Your insights play a direct role in shaping how we serve you today and into the future.
Building Confidence Through Education: Prittie Private Wealth’s Financial Empowerment Series
We invite you to explore the Prittie Private Wealth’s Financial Empowerment Series available on our website at https://prittieprivatewealth.com/empowerment-series/. This series was launched to help clients and their families better understand investing and financial planning concepts, build confidence when making financial decisions, and encourage productive financial conversations across generations.
Staying Connected: The New Mandeville Mobile App
Mandeville introduced a new mobile app on November 10th offering a modern, intuitive, and secure experience. With the new app, you can view accounts and performance, monitor financial goals, review portfolio details, access documents through the Mandeville Vault, and receive timely notifications. The app supports Touch ID and Face ID and uses bank-level encryption.
Important Update: The existing Mandeville app will not retire on January 4 as previously communicated by our head office. Clients will be notified in advance once a new retirement date is confirmed for the existing Mandeville app but we encourage you to download the new app to enjoy the new experience. If you would like the instructions re sent to you on
how to download the new Mandeville app, please reach out to me directly at amolon@mandevillepc.com or 613-728-0101, ext. 2330.
Working Together for a Better Client Experience
Your feedback, access to our financial empowerment series, and connection through technology are all part of our ongoing commitment to delivering a thoughtful, transparent, and evolving client experience.
We appreciate your engagement and look forward to continuing to support you and your family.
Written By: Anka Molon
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