preetbanerjee's Profile // Bloggers // BlogCatalog

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