I offer bespoke consulting services to wealth management firms. My past projects have included cutting-edge applications of behavioural finance for wealth management (multi-year engagements), enhanced client discovery protocol design and implementation, and more. I'm happy to chat with you about potential projects, big or small. You can book a time for an informal chat here.
I own a content creation company that specializes in video projects for financial services companies. Past clients include BMO, Horizons ETFs, Teranet, QuadReal, Tangerine, and more. We've produced over 100 client-facing educational videos in English, French, and Simplified Chinese. We have also created internal corporate videos for town hall presentations, strategy presentations, and more. We specialize in rapid video production from end-to-end: ideation, script development, production, and post-production. Book an informal chat here.
I've delivered over 200 keynote presentations in the last 10 years in Canada, the United States, and Europe. My focus is within the wealth management industry. For more information on my talks or to link directly to my speaking bureau visit my Keynote Speaking page. You want to chat quickly with me about potential speaking or MC roles at your next event, you can also book a time directly in my calendar.
I create content in a variety of media for people to learn about money, investing, and personal finance. Choose your preferred medium below.
The Mostly Money podcast has over 60 episodes you can download for a wide-ranging look at the world of money and investing. While I intended to end the podcast in 2022, due to popular demand, I will relaunch the podcast in the future.
My business instagram account (@preetbanerjee) contains a mix of clipped long-form content from other media, as well as more off the cuff commentary on all things money.
I'm still on Twitter (@preetbanerjee), for some reason.
This book is geared for absolute beginners to the world of personal finance. It reviews the basics of budgeting, insurance, investing, and more. Available on Amazon.
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