Originally trained as a neuroscientist, Preet Banerjee now excels within the world of finance. Best known as a financial panelist on CBC’s The National and as a contributor to The Morning Show on Global, Banerjee inspires others to become financially empowered through his world-class expertise and unique ability to take the complexity out of money matters. He speaks on behavioral finance, economics, and personal finance.
Banerjee is currently a consultant to the wealth management industry, specializing in the commercial application of behavioral economics. He is also the founder of MoneyGaps, a hybrid-advisor financial technology startup. Prior to this, he worked in institutional investment sales and product development and as a financial advisor. Banerjee is a Fellow of the Canadian Securities Institute and holds the Derivatives Market Specialist certification and Financial Management Advisor designation.
In 2009, Banerjee won the inaugural Ultimate W Network Expert Challenge, a reality show competition that led to him being named the host of Million Dollar Neighbourhood on The Oprah Winfrey Network. Since then, he’s been named one of Canada’s Top 10 Financial Visionaries by Advisor.ca, and is a past first-place prize winner in the Portfolio Management Association of Canada’s Excellence in Investment Journalism Awards.
Banerjee currently hosts the podcast, Mostly Money, and is a creator on YouTube with over 118,000 subscribers. He’s also the author of three books, including Stop Over-Thinking Your Money: The Five Simple Rules of Financial Success.
Currently pursuing a doctorate at the Henley Business School in the UK, Preet has a Bachelor of Science in neuroscience and a Master of Science in business and management research. He is the chair of the Foundation for the Advancement of Investor Rights Canada, a partner and director with Wealthscope Portfolio Analytics, and was previously a governor of the University of Toronto.