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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.
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 [...]
