Cybersecurity is Essential for Protecting your Finances Online in Today's Digital Age. 🔐 Safeguard your financial information using strong, unique passwords and enabling two-factor authentication on your accounts. 🚫 Please be careful of phishing scams and avoid sharing personal details over email or unsecured websites. 👀 Monitor your accounts regularly for suspicious activity to ensure your financial security. Let’s work together to keep your financial information safe. Click the link in bio to book a discovery call today. 📱 613.728.0101 📧 aprittie@mandevillepc.com 🌎 https://lnkd.in/g9ih4rPt
Prittie Private Wealth | Mandeville Private Client Inc.
Financial Services
Ottawa, Ontario 114 followers
We have extensive experience in planning, designing and implementing the solutions that will build your financial future
About us
There is a saying “no one cares what you know until they know that you care”. Never has this been more applicable than in investment management or medical situations. We strongly believe no one will care more about your money, wealth creation and account management (outside of you and your loved ones) than us. With decades of experience, we have the client testimonials, references and ongoing advocacy for our services to prove it! Prittie Private Wealth is supported by our six Client Care Specialists who have extensive investment industry proficiencies and related designations in client services, accounting, insurance, estate planning, financial planning and investment research. Our team provides a superior experience for our clients and we continue to develop ongoing knowledge to ensure we exceed expectations. We strive to educate our clients about their financial health and wealth. We are accomplished Financial Advisors with extensive experience in planning, designing and implementing the solutions that will build your financial future.
- Website
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www.prittieprivatewealth.com
External link for Prittie Private Wealth | Mandeville Private Client Inc.
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Ottawa, Ontario
- Type
- Privately Held
- Founded
- 1987
Locations
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Primary
1565 Carling Ave
610
Ottawa, Ontario K1Z 8R1, CA
Updates
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👨👩👧 Is your family financially protected? From saving for education to securing your estate, I’ll help you safeguard what matters most. Let’s create a plan that ensures your family’s financial security. 📞 Book a complimentary consultation today! #FamilyFinance #FinancialPlanning #SecureFuture
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Charitable giving is a powerful way to make an impact with your money. 💖 Donating to causes you care about not only helps those in need but can also offer tax benefits for you. 🏦 Consider options like direct donations, establishing a charitable trust, or gifting through your will to maximize your impact while aligning with your financial goals. 🌍 Let’s create a giving strategy that reflects your values and makes a difference. Click the link in bio to book a discovery call today. 📱 613.728.0101 📧 aprittie@mandevillepc.com 🌎 https://lnkd.in/g9ih4rPt #CharitableGiving #MakeAnImpact #TaxBenefits #GivingStrategy #FinancialPlanning #WealthManagement #GiveBack #CharitableTrust #LegacyPlanning #AlignWithValues
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Invest with Confidence 📊 Uncertain about your investments? I’m here to provide clarity and confidence. With my personalized strategies, you can navigate the market and build a solid financial future. 🚀 Let's talk about how to grow your wealth! 📱 613.728.0101 📧 aprittie@mandevillepc.com 🌎 https://lnkd.in/g9ih4rPt #InvestmentAdvisor #FinancialConfidence #WealthBuilding
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Protecting your legacy starts with essential estate planning. 🏡 Estate planning ensures your assets are distributed according to your wishes, minimizing taxes and legal complications for your loved ones. 📜 It involves creating wills, trusts, and power of attorney documents to safeguard your family's future. 🛡️ Proper planning offers peace of mind, knowing your legacy is secure. Don’t wait—start your estate planning today. Click the link in bio to book a discovery call today. 📱 613.728.0101 📧 aprittie@mandevillepc.com 🌎 https://lnkd.in/g9ih4rPt #EstatePlanning #ProtectYourLegacy #WealthManagement #FuturePlanning #WillsAndTrusts #FamilySecurity #LegalPreparation #PeaceOfMind #FinancialPlanning #LegacyProtection
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Your Trusted Partner in Wealth Management 🏦 Is your money working for you? With smart, strategic advice, you can turn your financial dreams into reality. Let’s craft a plan that helps you achieve your financial goals, step by step. 🔑 Start today—Consultation is complimentary! #WealthManagement #FinancialAdvisor #InvestWisely
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Planning for Healthcare Costs in Retirement is Crucial for a Secure Future 💡 While our public healthcare system is robust, it doesn’t cover everything—expenses like prescription drugs, dental care, and long-term care can add up quickly. 📊 The cost of healthcare often rises as we age, so having a plan in place, such as a savings account or insurance, can help protect your financial well-being in the future. 🏥 Investing in a Health Savings Plan or considering long-term care insurance are smart steps to ensure financial security in retirement. Click the link in bio to book a discovery call today. 📱 613.728.0101 📧 aprittie@mandevillepc.com 🌎 https://lnkd.in/g9ih4rPt #RetirementPlanning #HealthcareCosts #LongTermCare #HealthSavingsPlan #FinancialSecurity #WealthManagement #PlanAhead #RetirementSecurity #HealthcareInRetirement #SmartInvesting
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Navigate Market Volatility with Ease 🌊 Worried about market ups and downs? Volatility can be intimidating, but with the right strategies, you can weather any storm. Let me help you make smart decisions in any market condition. 📈 Schedule a complimentary consultation today! #MarketVolatility #InvestmentStrategies #FinancialSecurity 📱 613.728.0101 📧 aprittie@mandevillepc.com 🌎 https://lnkd.in/g9ih4rPt
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Let’s demystify life insurance and understand its true value for your family's future. 🔍 Life insurance isn’t just a payout when you’re gone—it’s a financial safety net that covers expenses like mortgages, education, and daily living costs. 📑 Understanding your policy options, such as term or whole life, helps you make informed decisions that align with your needs and goals. 💡 Don’t leave your family’s future to chance. Let’s find the right coverage for you today. Click the link in bio to book a discovery call today. 📱 613.728.0101 📧 aprittie@mandevillepc.com 🌎 https://lnkd.in/g9ih4rPt #LifeInsurance #FinancialSafetyNet #CoverageOptions #TermLife #WholeLife #FamilyProtection #WealthManagement #InsurancePlanning #FinancialSecurity #InformedDecisions
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Small business finance tips are crucial to thriving in entrepreneurship. 📈 As a business owner, managing your finances effectively starts with a solid business plan and budget to track expenses and revenue. 💡 Explore financing options like loans or grants tailored for small businesses, and don’t forget to protect your business with insurance and year-round tax planning. 🚀 With strategic financial management, your business can thrive. Let’s strengthen your financial foundation and achieve your entrepreneurial goals together. Click the link in bio to book a discovery call today. 📱 613.728.0101 📧 aprittie@mandevillepc.com 🌎 https://lnkd.in/g9ih4rPt #SmallBusinessFinance #Entrepreneurship #BusinessGrowth #FinancialManagement #BusinessPlanning #SmallBusinessLoans #TaxPlanning #BusinessInsurance #WealthManagement #EntrepreneurGoals