preetbanerjee's profile Preet Banerjee / Member since July 2007 / Last seen 1 year ago
My name is Preet Banerjee and I am a stockbroker for a large Bay Street firm (that's Canada's version of Wall Street). I'm very passionate about educating people from all walks of life on the basics of personal financial management. Many people think that a stockbroker simply handles investment portfolios with the goal of maximizing one's rate of return - however, "the times, they are a changing!" While I can't speak for all financial advisors, I can tell you there is a huge push within our industry for a more holistic approach to finance which includes not only investments, but also: tax planning, estate planning, cash-flow management, retirement planning, insurance planning, as well as credit and lending planning.
If you want to learn more about what I do for my day job, you can visit my work website: www.preetbanerjee.com
Before getting into the financial services, I was in the Auto Racing industry. I trained as a driver / mechanic at one of the world's premiere racing schools, the Bridgestone Racing Academy and after realizing I didn't have enough money or talent to become a professional (much to my family's delight) I worked as the Operations Manager for 2 years at the Academy. If you are a car-enthusiast, please check them out: www.race2000.com (drivers come from all over the world just to attend this school).
And if the leap from racing to the financial services wasn't big enough, prior to all that I earned my university degree in Neuroscience! I guess it's only fair to throw up a link since I did so for the racing school - and I should point out that students come from all over the world just to attend this program too! :) Link to Neuroscience Program at the University of Toronto
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- Published a new blog post: A Lap Of The Blogs4 days ago
- Published a new blog post: Tax Advantages of Segregated Funds versus Mutual Funds5 days ago
- Published a new blog post: Investor Advisory Alert – Year End Tax Distributions6 days ago
- Published a new blog post: Gift Giving For Less7 days ago
- Published a new blog post: The Alphabet Soup of Financial Advisor Designations14 days ago
- Published a new blog post: The High Frequency Trading Arms Race18 days ago
- Published a new blog post: High Frequency Trading Explained19 days ago
- Published a new blog post: What Is A Mutual Fund?22 days ago
- Published a new blog post: A Lap Of The Blogs26 days ago
- Published a new blog post: A Lap Of The Blogs10/29/09
- Published a new blog post: Sovereign Wealth Funds10/27/09
- Published a new blog post: ETFs with Few Holdings… What’s the point?10/26/09
- Published a new blog post: Commodity Trading Advisors10/25/09
- Published a new blog post: A Lap Of The Blogs10/22/09
- Published a new blog post: Does A Lower Equity Premium Mean Lower Allocations To Stocks?10/21/09




