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Preet Banerjee

About the author

Investing Experience: Preet Banerjee is a management consultant to the financial services industry with a focus on the commercial application of behavioural finance research and fintech. He's a fellow of the Canadian Securities Institute and holds the Derivatives Market Specialist (DMS) and Financial Management Advisor (FMA) designation. He won the Portfolio Managers Association of Canada's Excellence in Investment Journalism award in 2012, and was named by as one of Canada's Top 10 Financial Visionaries.

Banerjee is in the last year of his doctoral research into Quantifying the Value of Financial Advice Across Delivery Channels. He's also a fintech founder (MoneyGaps), investor (WealthScope, Drop, Tunezy), and personal finance educator (The Globe and Mail, Youtube, Mostly Money Podcast,, as well as a professional keynote speaker.

A former contributing editor of MoneySense magazine, he's currently a member of the Governing Council at The University of Toronto, the Chair of the University of Toronto Scarborough (UTSC) Campus Council, and a member of the Board of Directors at FAIR Canada (Foundation for the Advancement of Investor Rights).


  • Keynote speaker and management consultant to the financial services industry 
  • Financial Columnist for the Globe and Mail 
  • Holds DMS and FMA designations


  • Financial markets 
  • Household wealth management 

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