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Free Copy of the book: Charitable Giving in Canada

I’m pleased to announce that Charitable Giving in Canada is available for free to anyone who wishes to read it. You may download a free electronic copy of the book by clicking on the link below. Thanks for your interest!
DOWNLOAD THE FREE E-COPY OF THE CHARITABLE GIVING BOOK

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January 29th, 2008 - The National Post

Preet was featured in a full-page length article in the National Post on January 29th, 2008 by personal finance columnist Jonathan Chevreau, who is one of Canada’s most respected financial journalists. The interview covered not only the launch of Preet’s book, RRSPs: The Definitive Guide to Registered Retirement Savings Plans, but also Preet’s approach to managing client portfolios which includes the extensive use of very low cost ETFs (Exchange Traded Funds).

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Investment Policy Statement

The Investment Policy Statement (”IPS”) is a document designed to establish expectations and guidelines for investment decisions. It should outline the investment management philosophy for your portfolio with respect to construction, maintenance and monitoring.

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Preet Banerjee, B.Sc., FMA, DMS

The Next Generation of Financial Advisor

Preet Banerjee, B.Sc., FMA, DMS is a former stockbroker and financial planner. He has garnered national press coverage for actively promoting the reduction of investment costs and the provision of complete transparency in industry compensation practices.

Preet was recently featured in the national press by Jonathan Chevreau of the National Post [...]

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February 25th, 2008 - The Metro

Brian Towie of Metro News discusses what to look for when trying to find a financial advisor. Preet suggests that while you can ask for a referral, you also have to invest some time to learn the basics of personal finance, otherwise you may not be in a good enough position to make this decision.
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February 14th, 2008 - Canadian Business Online

Larry MacDonald quotes Preet and cites some examples of using Spousal RRSPs from Preet’s book, RRSPs, on this Valentine’s day article titled, Love is in the air: Spousal RRSPs.

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February 28th, 2008 - All News Radio 1130 Interview

Preet was interviewed by Richard Dettman from Vancouver All News Radio 1130 on the new Tax Free Savings Account. Preet discussed the basic concept of the TFSA (Tax Free Savings Account), the potential impact for investors, and highlighted a few strategies that could be implemented by many Canadians.

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February 29th, 2008 - The National Post Online

After the article by Jonathan Chevreau appeared in The National Post print edition, an online follow up was posted later that day on The National Post Online.

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April 29th, 2008 - The Wealthy Boomer

The original inteview was split into two parts, this is part two. In this half, Preet and Jonathan Chevreau discuss The RRSP Book.

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