CAPITAL WEALTH PARTNERS - Key Persons
Job Titles:
- Associate Portfolio Manager
- Financial Advisor
- Associate Portfolio Manager, Chartered Investment Manager
Adam Prittie is an Associate Portfolio Manager, Chartered Investment Manager (CIM®) and holds his Certified Financial Planner (CFP®) designation with Prittie Private Wealth and Mandeville Private Client Inc. in Ottawa Ontario.
Adam graduated from Carleton University's Sprott School of Business with a Bachelor of Commerce and a concentration in Finance. At university, Adam excelled by competing at international case competitions with universities from around the globe. He was honoured to be elected as the Vice-President of Finance for the Sprott Accounting Student Association. Adam was a member of Sprott's JDCC debate team where he became the team lead in competitions across the province. Furthermore, Adam Prittie successfully tied for 2nd place on the FP Canada™ President's List for the May 2023 CFP® Exam. This list recognizes the top three candidates in Canada for each administration of the CFP exam. Out of 406 candidates; he placed 2nd place which puts him in the top 1%.
He provides enhanced wealth creation solutions to successful and true seekers of financial advice through a principle based and proven processes in an impartial environment. His aim is to ensure you meet your financial goals and to exceed your expectations.
In the office, Adam liaising with clients during account reviews and planning purposes and he conducts extensive investment research and builds portfolio management systems for streamlined investment modelling to help enhance returns. Adam possesses a strong commitment and passion for exceeding client expectations and providing added value in his interactions with clients.
Outside the office, Adam greatly enjoys reading and spending time with his family and friends. He considers himself a history buff, striving to go beyond his own roots to understand the history and culture of others. As Sir Winston Churchill stated; "Those who fail to learn from history are doomed to repeat it." This statement is important to Adam as history helps us understand how events in the past made things the way they are today. Adam is keen to travel and has been to Europe a number of times to recognize Canada's contribution and individual soldiers during the first and second world war, including attending the 100th anniversary ceremonies at Vimy Ridge, France.
Job Titles:
- Associate
- Investment Advisor
Job Titles:
- Portfolio Manager Senior Financial Advisor Branch Manager
Job Titles:
- Client Service Coordinator