Testimonials and Media Excerpts
“… I was interested in setting up a DIY portfolio composed of ETFs. Upon doing my research I came across Preet’s blog … I was very eager to get started and ready to buy anything I was told to buy. After discussing my long term plans, I realized that time was on my side and making sound investment decisions is much more important than buying into the next big investment buzz. The great thing about Preet’s style is that he allowed me to choose the direction of my portfolio without telling me what I should be doing. He also answered many of the questions I had about investing and put them into terms I could better relate to. His guidance and expertise proved invaluable. Discussing retirement options with him Preet unveiled that I had unused pension hours that I could buy back. Without this guidance I would have never known about this, or been able to take advantage of this. Although the market will fluctuate I know I can count on Preet’s level-headed guidance when it comes to my long term financial plans.”
Tom O.
“…I have to say Preet is excellent to work with. He provides lots of useful information and is very willing to explain anything you have questions with. So if you think you need a hand with some planning I would suggest you contact him.
I’m pleasantly surprised that I’ve enjoyed my first experience working with an adviser given the fact I’m a die hard Do-It-Yourself investor who distrusts most of the industry. Preet seems to be a bit of an exception, he honestly wants to help people and he loves his job.”
Tim S.
“As a completely unsolicited endorsement, Preet…would be a good example of a solid advisor; he’s very passionate about what he does and he’s not pushing product in your face but ideas and thoughts to consider and, given our exchanges on the markets, he knows not one size fits all for everyone.”
The author of Thicken My Wallet
“What I think separates Preet from other financial advisors is that he’s willing to give away sound financial strategies that don’t benefit him directly. For example, there is a section in the book that shows that paying off the mortgage first can have benefits over contributing to an RRSP at the same time… I highly recommend this book for all Canadians who want to understand RRSP’s in depth. It’s a book that is easy to read for both the beginner and more advanced.”
Review of The RRSP Book by The Million Dollar Journey
“…Banerjee is typical of a new breed of financial advisor I see on the rise in Canada.”
Jonathan Chevreau of The National Post
“Banerjee, a graduate in neuroscience from the University of Toronto, does indeed apply his “deeply analytical research skill set” to RRSPs and the result is one humdinger of a manual on RRSPs (warning: be prepared to encounter Monte Carlo simulations).It’s amazing to see all the nooks and crannies RRSPs have, and how one can plan around them or at least avoid some mishaps. Chances are most, if not nearly all, readers will find something useful.
…Normally, at this point, the financial blogger doing a book review announces they are giving away a copy to readers. There will be no such thing here. It’s not because there isn’t a comments section to register for the draw. I’ll be keeping the book for myself — right in the book case next to my desk.”
Larry MacDonald of Canadian Business
“The book covers an exhaustive list of strategies that you can implement with your own RRSP, whether you are a beginner, have been contributing for years or are close to retirement. Everything that I can think of (and some I didn’t) is here: from RRSP loans, over-contribution rules, spousal accounts, meltdown strategies, withdrawal strategies.”
