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Preet Banerjee

Behavioural Finance Expert

Preet Banerjee
Speaker Reel
Preet 2014 Showcase thumb
Speakers' Spotlight Showcase 2014
Preet Banerjee
TEDx: Why 2.5 billion heartbeats might change the way you think about money
Introduction to Financial Psychology
Preet
Preet 2014 Showcase thumb
Preet Banerjee
Preet Banerjee
Speaker Reel
Preet 2014 Showcase thumb
Speakers' Spotlight Showcase 2014
Preet Banerjee
TEDx: Why 2.5 billion heartbeats might change the way you think about money
Introduction to Financial Psychology

Originally trained as a neuroscientist, 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.

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.

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, 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.

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.

Speaking topics

Presentations listed below include in-person and virtual keynotes, as well as workshops, fireside chats, and other presentation formats.

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Client reviews

  • Preet Banerjee is a frequent speaker and moderator at Rotman events on topics in finance, financial innovation, and business economics. He is an excellent speaker and moderator for in-person events and on the virtual stage. He is well-prepared, well-spoken, and an exceptional communicator. I highly recommend Preet for any speaking engagements.

  • Preet was probably one of if not the best speaker we have had at one of our events. And a pleasure to deal with.

  • Preet was terrific….Our employees enjoyed having him and meeting him….No doubt we will be in touch again for future events.

  • Preet was excellent yesterday. Our members really enjoyed his presentation! Great content and great delivery!

  • It was a real pleasure working with Preet. He did an incredible job. Very good speaker and emcee, very dynamic, professional, and always on top of every situation. I would not hesitate to recommend him or to work with him again.

  • Preet was great, and we are more than satisfied. He was fantastic in both his emcee and moderating duties. We’ve received tons of positive feedback about the event and are very happy!

  • We were so excited to have Preet join us yesterday for our live virtual event. He was PHENOMINAL!!!! His presentation was absolutely amazing. It was so interesting and informative, and the special effects he used with the 3D pictures were so cool that we didn’t want it to end. In addition to his amazing presentation, he is a fantastic speaker and we could have listened to him all day.

    Everyone will remember the event for a long time, and will definitely put all of his tips to great use.

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