Adam Prittie, CFP®, CIM®, BCOM
Adam Prittie is a 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.
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
Investment Advisor Associate
Alex works predominately with Adam Prittie in market research, risk assessment, analysis and trading deployments. He assists in analyzing market trends and keeping up-to-date on industry and regulation changes. Alex has successfully completed his Canadian Securities licensing exams. He has fulfilled the level 1 for the Chartered Financial Analyst certification and is currently working on completing his level 2 moving towards his candidacy for the CFA designation.
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.