About the Author

My name is Preet Banerjee and I provide executive financial planning for higher net worth Canadians in Toronto and Vancouver. I am also very passionate about educating people from ALL walks of life on the basics of personal financial management, hence this blog.

I have been fortunate to have appeared in the national press, and you can view one of the major articles by clicking here. If you want to learn more about what I do for my day job, you can visit my work website: www.preetbanerjee.com

Before entering the financial services, I earned my bachelor's degree in Neuroscience at the University of Toronto. However, my passion for finance quickly steered me towards a career along that vein and after a few years learning the ropes as a mutual fund sales rep, I graduated up to being a stockbroker and financial planner for a Bay Street firm.

I welcome questions, ideas for articles, and criticisms of material on this blog from anyone. Undoubtedly, I will forget to dot an "i" or cross a "t" somewhere, so keep in mind that you should run any information you pick up here through a trusted, qualified financial advisor before contemplating engaging in any strategies as there is no "one size fits all" in finance. Everyone has a unique situation and a unique set of goals - and what may work well for someone else, may not work well for you!

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