Dr. Preet Banerjee | #1 Financial Services

London, Greater London, England

Fees: On Request

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Originally trained as a neuroscientist, Dr. 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 behavioural finance, economics, and personal finance.

Dr. Preet Banerjee is currently a partner and director with Wealthscope Portfolio Analytics and a consultant to the wealth management industry, specializing on the commercial application of behavioural economics.

He is also the founder of MoneyGaps, a hybrid-advisor financial technology startup; the host of the podcast, Mostly Money; the author of three books; and a creator with over 120,000 subscribers to his “Money School” YouTube channel.

Dr. Preet Banerjee | Financial Services

Prior to this, Banerjee was a financial advisor and worked in institutional investment sales and product development. He is a Fellow of the Canadian Securities Institute and holds both the Derivatives Market Specialist certification and Financial Management Advisor designation.

In 2009, Dr. Preet Banerjee won the inaugural Ultimate W Network Expert Challenge, a reality show competition that led to him becoming 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.

Dr. Preet Banerjee earned a doctorate of business administration from the Henley Business School in the United Kingdom and holds a Bachelor of Science in neuroscience and a Master of Science in business and management research.

He is currently the chair of the Foundation for the Advancement of Investor Rights Canada and was previously a governor of the University of Toronto.

Keynote Topics

The Real Value of Human Insight and Advice in a Digital World

Financial consumers need advice more than ever. While a laser-like focus on fees has taken centre stage, the role of value has taken a back seat.

Using insights from his doctoral research into the value of financial advice across delivery channels, Preet Banerjee will explain how the industry has faced existential crises before, how they adapted, and what the future looks like for prosperous clients.

Combining his background in neuroscience and finance, Preet will examine the two other pillars of value that financial advice providers can deliver: behavioural management, and comprehensive wealth management.

Behaviour management starts with the premise that we are hard-wired to make bad decisions about money. Starting by examining the biological basis for this, strategies are then explained that improve the financial well-being of clients; strategies that advisors can utilize immediately, with demonstrable results.

Finally, and most importantly, Preet will discuss his research which looks at the measurement and value of comprehensive wealth management. Robo-advisors and automated investment portfolios purport to be low-cost, but when measured in the context of all aspects of personal wealth management, may look very expensive compared to a full service advisor who deals with insurance, estate planning, tax planning, and more.

There is real value in real advice.

Behavioural Finance:

Why We Are Hard-Wired To Make Bad Money Decisions

Making better financial decisions can lower stress and increase productivity both at home and at work. Bringing together his background in neuroscience, money, and even cars, Preet Banerjee explains how the human brain is hard-wired to make bad decisions about money, and what you can do about it.

Banerjee can customize this talk for any audience including for:

financial advisors
human resources professionals
college and university audiences

Crisis-Ready Personal Finance

The world is experiencing a health and economic crisis this generation has never seen before. In this keynote, Preet Banerjee provides a step-by-step action plan for managing your money.

Get clarity with your finances, create a short-term strategy that accounts for the uncertainty of what’s going on, and learn what mistakes to avoid when it comes to your investments.