Preet Banerjee

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 is a fellow of the Canadian Securities Institute, and holds the Derivatives Market Specialist (DMS) and Financial Management Advisor (FMA) designations. He is a director at FAIR Canada (Foundation for the Advancement of Investor Rights), and member of the governing council at the University of Toronto. 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. You can learn more about Preet at his website:, on YouTube, and Twitter

All Articles

Quarterly/Automatic Rebalancing Explained
Quarterly/Automatic Rebalancing Explained

Rebalancing your portfolio on a regular basis is one of the most important things you can do as a long-term investor. Over time, portfolios will naturally become "unbalanced" as the different parts of your portfolio tend to move in their own cycles. Rebalancing is kind of like checking in periodically to ensure that your...

June 22nd, 2021 | Preet Banerjee