Preet Banerjee | Booking Agent | Speakers Roster | MN2S

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Preet Banerjee

Preet Banerjee combines his neuroscience background with financial expertise to empower individuals and brands with insights into behavioral finance and wealth management.

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Past Works

Speakers Spotlight

Preet Banerjee is listed as a keynote speaker for wealth management and professional services firms through Speakers Spotlight.

BRAND PARTNERSHIPS

Wealthscope Portfolio Analytics

Preet Banerjee is a partner and director with Wealthscope Portfolio Analytics and a consultant to the wealth management industry.

BRAND PARTNERSHIPS

MoneyGaps

Preet Banerjee is the founder of MoneyGaps, a hybrid-advisor financial technology startup and software for financial advisors to provide advice to the mass market.

BRAND PARTNERSHIPS

The Globe and Mail

Preet Banerjee is a regular columnist for The Globe and Mail, providing financial commentary.

BRAND PARTNERSHIPS

Newstalk 1010

Preet Banerjee is a weekly contributor to Newstalk 1010.

BRAND PARTNERSHIPS

CBC's The National

Preet Banerjee spent 10 years as a financial panelist on CBC’s The National.

BRAND PARTNERSHIPS

The Oprah Winfrey Network (OWN)

Preet Banerjee hosted Million Dollar Neighbourhood on The Oprah Winfrey Network after winning the inaugural Ultimate W Network Expert Challenge.

BRAND PARTNERSHIPS

Tangerine

Preet Banerjee is an author for Tangerine's 'The Juice' blog, contributing articles on various financial topics like investing, spending, and saving.

BRAND PARTNERSHIPS

Drop

Preet Banerjee is an investor in Drop.

BRAND PARTNERSHIPS

Tunezy

Preet Banerjee is an investor in Tunezy.

BRAND PARTNERSHIPS

MoneySense magazine

Preet Banerjee was a former contributing editor of MoneySense magazine.

BRAND PARTNERSHIPS

University of Toronto

Preet Banerjee is a member of the Governing Council at The University of Toronto and was previously a governor.

BRAND PARTNERSHIPS

University of Toronto Scarborough (UTSC)

Preet Banerjee is the Chair of the University of Toronto Scarborough (UTSC) Campus Council.

BRAND PARTNERSHIPS

FAIR Canada (Foundation for the Advancement of Investor Rights)

Preet Banerjee is a member of the Board of Directors at FAIR Canada and is currently the chair.

BRAND PARTNERSHIPS

Financial panelist on CBC’s The National (10 years)

MILESTONE

Partner and director with Wealthscope Portfolio Analytics (Current)

MILESTONE

Founder of MoneyGaps (Current)

MILESTONE

Regular columnist with the Globe and Mail (Current)

MILESTONE

Weekly contributor to Newstalk 1010 (Current)

MILESTONE

Author of three books

MILESTONE

YouTube channel: over 125,000 subscribers

MILESTONE

Fellow of the Canadian Securities Institute

MILESTONE

Derivatives Market Specialist certification

MILESTONE

Financial Management Advisor designation

MILESTONE

Co-creator of the Advisor Video Bootcamp

MILESTONE
2009

Won the inaugural Ultimate W Network Expert Challenge

MILESTONE

Host of Million Dollar Neighbourhood on The Oprah Winfrey Network

MILESTONE

Named one of Canada’s Top 10 Financial Visionaries by Advisor.ca

MILESTONE

First-place prize winner in the Portfolio Management Association of Canada’s Excellence in Investment Journalism Awards

MILESTONE

Doctorate of Business Administration from Henley Business School (United Kingdom)

MILESTONE

Bachelor of Science in neuroscience

MILESTONE

Master of Science in business and management research

MILESTONE

Chair of the Foundation for the Advancement of Investor Rights (FAIR) Canada (Current)

MILESTONE

Governor of the University of Toronto (Previous)

MILESTONE

About

Originally trained as a neuroscientist, Preet Banerjee transitioned his career, notably from motorsports, into the finance sector. He established himself as a recognized voice in Canada’s financial landscape, contributing as a financial panelist on CBC’s The National for ten years. Banerjee’s work focuses on helping individuals become financially empowered through his knowledge in behavioural finance, economics, and personal finance. His background allows him to simplify complex money matters for a broader audience.

Banerjee currently serves as a partner and director with Wealthscope Portfolio Analytics, providing consulting services within the wealth management industry, with a specialization in the commercial applications of behavioural economics. He is also the founder of MoneyGaps, a financial technology startup focused on hybrid-advisor models. His contributions extend to media, where he is a regular columnist for the Globe and Mail, a weekly contributor to Newstalk 1010, and an author of three books. Additionally, he maintains a YouTube channel with over 125,000 subscribers, further disseminating financial education.

His career progression includes previous roles as a financial advisor and in institutional investment sales and product development. He holds designations as a Fellow of the Canadian Securities Institute, a Derivatives Market Specialist, and a Financial Management Advisor. In 2009, he won the inaugural Ultimate W Network Expert Challenge, a reality show leading to his role as host of Million Dollar Neighbourhood on The Oprah Winfrey Network. He was recognized as one of Canada’s Top 10 Financial Visionaries by Advisor.ca and received a first-place prize in the Portfolio Management Association of Canada’s Excellence in Investment Journalism Awards. Banerjee holds a doctorate of business administration from Henley Business School, where his research focused on the value of financial advice. He also earned a Bachelor of Science in neuroscience and a Master of Science in business and management research. He chairs the Foundation for the Advancement of Investor Rights (FAIR) Canada and previously served as a governor for the University of Toronto.

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Expertise

Themes & Genres

Formats

  • Live performance
  • Brand ambassador / endorsement
  • Media & campaign appearances

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