THIS IS WHAT WE DO!
Wisdom - Integrity - Experience
Transocean is the conduit for enhanced wealth creation solutions through a principle based and proven process in an impartial unbiased environment. Our aim is to ensure those advice seekers with sufficient means to continue on a path to grow and preserve their wealth. We will refer to additional select associates to ensure you reach your objectives.
We provide a common sense – disciplined approach to financial planning and investment selection and that is proven and effective. These methods lead to the building of long-term, mutually beneficial relationships in which transparency, value and integrity is fostered at all times. Michael’s extensive tenure and experience coupled with carefully selected associates (legal, real estate development, accounting, residency, property management/concierge services) work to deliver comprehensive advice upon which to formulate and implement financial plans and investments options to increase wealth and reduce tax.
We provide property management and concierge services to assist those who own personal or investment property in Panama and desire help settling in to their new country of choice. See the link to our sister company (xxxxxxx NAME) under Property Management/Concierge Services below.
OUR MISSION STATEMENT
Our mission is to enhance and preserve our clients' wealth by delivering tailored financial solutions aligned with globally recognized best practices.
Non-negotiable core values include;
- Integrity; Being transparent on costs and any fees. Doing the right thing even when no one is looking
- Forthrightness; Expressing to clients what they need to know, even when the advice may be challenging to accept
- Professionalism; Being responsive, honorable and committed to clients
- Balance; Commitment to family, fun, work, and contribution to the community
- Uniqueness; Professional Advisory Council allowing feedback to better serve you.
These partnerships with other professionals ensure all pertinent aspects of planning are addressed and solved. These can also contribute to robust access to opportunities in the private investment space.
Michael Prittie
Michael Prittie is President/Principal of Transocean Global Consulting Inc. Based in Ottawa, Canada, Michael embarked on a career in wealth management in 1986. Over time, he became a registered Discretionary Portfolio Manager, Senior Financial Advisor and Branch Owner of a Canadian securities dealer specializing in public and private equity investment solutions. He and his team advised clients over his 37-year career period providing excellence in wealth management, tax and financial planning services.
He possessed a number of valued designations; Chartered Financial Planner (CFP), Certified Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI) and Certified International Wealth Manager (CIWM) to name a few. Michael also became a respected and well-known source for financial advice and information to Canadian media outlets. Some of his articles can be found within this website.
Michael developed long-term relationships with individuals, families and business owners who sought sound investment advice and tax planning strategies up and until his retirement in Dec 2023. This is when Michael’s succession plan to his son Adam was realized and he and his spouse finalized their three-year plan to depart Canada and relocate to Panama as residents.
Industry Awards
Michael was the recipient of numerous industry awards throughout his career. These include independent awards from; CFA Society Toronto, Wealth Professional Magazine and also company awards from Berkshire Securities Inc, Manulife Securities Inc and Mandeville Private Client Inc. in Canada.
Presentations and publications
Michael has conducted numerous financial presentations, workshops and seminars to groups within Canada over the years, such as:
- Department of National Defence
- Children’s Aid Society
- Coca Cola Company
- Ontario Nurses Association
- Ottawa Public School Board
- IBI Group
- Bausch + Lomb
- QNX Software
Michael has been a contributing financial columnist to many publications and media outlets during his time in Canada:
- The Financial Post
- Faces Magazine
- Wealth Professional Magazine
- Human Resources – HR Magazine
- Michael was a former host of Skyline TV “Money Matters”
- Michael was a radio guest on numerous occasions for CFRA580 radio “Experts on Call”
We advise Canadian Expats who are or wish to reside in Panama with complete financial planning, wealth management and estate planning.