Preet Banerjee
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Preet Banerjee

Behavioural Finance Expert

When you think of a neuroscientist, an author, and a racecar driver, you rarely think of it being one person–but Preet Banerjee is all those things–and more. Best known as a financial panelist on CBC’s The National, and as a weekly contributor to The Morning Show on Global, Banerjee inspires others to become financially empowered. Sharing his world-class expertise and unique ability to take the complexity out of money matters, he speaks on topics including behavioural finance, neuroeconomics, and personal finance.

Formerly a financial advisor, Banerjee has also worked in institutional investment sales and product development. He is a management consultant to the wealth management industry, with a focus on the commercial application of behavioural finance research and fintech.

Banerjee has a personal finance video column for The Globe and Mail, is a contributing editor at MoneySense magazine, and is the author of three books. His latest, Stop Over-Thinking Your Money: The Five Simple Rules of Financial Success, is in bookstores now.

His blog, WhereDoesAllMyMoneyGo.com, was voted Canada’s best investing blog in 2010 by Globe and Mail readers and Advisor.ca named him one of Canada’s “Top 10 Financial Visionaries” in 2011. Banerjee also hosts a podcast on iTunes, “Mostly Money, Mostly Canadian,” which is one of the highest rated podcasts in Canada for business and investing. He was also the host of Million Dollar Neighbourhood on The Oprah Winfrey Network,

Banerjee is a Fellow of the Canadian Securities Institute and also holds the Derivatives Market Specialist  and Financial Management Advisor designations. He was awarded First Place in the 2012 Portfolio Management Association of Canada’s Excellence in Investment Journalism Awards, and is currently a research associate at the Henley Business School at the University of Reading.

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