Adam Prittie, CFP®, CIM®
Adam Prittie is a Portfolio Manager and Financial Advisor with Prittie Private Wealth and Mandeville Private Client Inc. in Ottawa, Ontario. He holds the Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®) designations and works closely with clients to develop and manage comprehensive wealth strategies aligned with their financial objectives.
Adam’s approach combines disciplined portfolio management with comprehensive financial planning. He is actively involved in investment research, portfolio construction and ongoing portfolio oversight, while also working with clients to address the broader elements of their financial lives. His focus is on ensuring that investment decisions are made within the context of each client’s goals, circumstances, risk tolerance and long-term financial plan.
A strong believer in informed and disciplined decision-making, Adam places considerable importance on helping clients understand their investments and the reasoning behind their financial strategy. He believes that successful wealth management extends beyond investment selection and requires a coordinated, long-term approach supported by thoughtful planning and regular review.
As the next generation of leadership at Prittie Private Wealth, Adam continues the firm’s longstanding commitment to client service while bringing a modern and research-driven perspective to portfolio management and financial planning. He works closely with the firm’s Client Care Specialist Team and professional network to provide clients with a coordinated wealth management experience.
Adam is committed to continually strengthening the investment and planning processes used by Prittie Private Wealth and to providing clients with the guidance, accessibility and attention that have been central to the practice for decades.
Outside the office, Adam enjoys reading, travelling and spending time with family and friends. He has a particular interest in history and enjoys exploring the historical and cultural significance of the places he visits.
Meet The Prittie Team Members
Anka Molon
Director, Client Services & Practice Management
Anka brings more than 30 years of experience in the financial services industry, with a strong background in Compliance, Client Services, Operations, and Corporate Accounting. Before joining Prittie Private Wealth, Anka held a Director role at Mandeville Private Client’s head office, where she led instructional policy and procedure and oversaw the analysis, development, implementation, and evaluation of key dealer learning and development initiatives. She also led Mandeville’s Advisor Services department and Mandeville Insurance Services, and was instrumental in helping ensure an exceptional client experience with the firm’s technology offerings. At Prittie Private Wealth, Anka guides the day-to-day operations of the practice and implements proven strategies that improve efficiency and enhance the overall client experience. Her extensive expertise and service-driven approach reflect the firm’s ongoing commitment to exceeding expectations. Outside the office, Anka enjoys travelling and spending time with her husband, children, and grandchildren.
Natalie Nunn
Client Service Coordinator
Natalie has spent 15+ years in the financial services industry and has become quite versatile in her role and duties. Natalie is our Client Service Coordinator and is also responsible for client onboarding, account transfers and processing EFT’s. In her personal time, Natalie loves hiking with her husband and dog and also traveling the world.
Alexander McCallum
Research Coordinator-Prittie Private Wealth
Alex works closely with Adam Prittie and the Prittie Private Wealth team, supporting market analysis, and portfolio-related activities. His responsibilities include assessing economic and industry developments, and assisting with investment analysis and risk assessment. Alex also helps the team stay informed of evolving market conditions and regulatory developments, contributing to the operational processes that support the team's investment management approach.
Alex has successfully completed Level I of the Chartered Financial Analyst (CFA) Program, demonstrating his commitment to continued professional development and expanding his knowledge of financial markets and investment analysis.
Clement Leung
Investment Representative Associate
Clement provides dedicated support to Adam Prittie’s advisory practice, assisting with trade deployments, preparing client-specific reports, and ensuring all investment-related tasks are executed accurately and efficiently. He participates in client meetings with Adam, capturing key information and preparing personalized meeting packages to enhance the client experience.
Peter Graceffa
Insurance Specialist
Peter Graceffa is a seasoned life insurance advisor with over 15 years of experience, bringing expertise in life insurance and estate planning strategies. He works closely with individuals, families, business owners, and professionals to design tailored insurance solutions that support long-term financial security.
Supporting Adam Prittie, Peter delivers tailored insurance solutions in a thoughtful, coordinated manner that helps clients address their broader financial objectives and long-term planning through insurance.
Outside of his professional work, Peter enjoys spending time with his wife and three children, travelling, reading and playing soccer.