Personal Finance Blogs Biography
Banerjee graduated with an undergraduate neuroscience (specialist) degree from The University of Toronto (Scarborough College) in 2001 (May). He immediately enrolled in the Bridgestone Racing Academy in hopes of becoming a racecar driver, and missed his university convocation to instead participate in the racing school's curriculum.
After graduating from the Bridgestone Racing Academy in 2001 (October), Banerjee returned to the Academy to serve as their Operations Manager from 2002 until 2004. He started his career in the financial services as a Consultant shortly thereafter with Investors Group Financial Services in Whitby, Ontario. He remained there for two years before deciding that a largely proprietary product offering was not an ideal solution for all Canadian investors.
Banerjee left Investors Group Financial Services to join ScotiaMcLeod, the wealth management division of The Bank Of Nova Scotia, as a stockbroker and financial planner. It was here that he first became acquainted with passive investment management strategies (which were not offered at Investors Group). With a larger selection of investment products at his disposal, Banerjee was free to study the merits of all forms of investment management. His client portfolios soon became dominated by index funds and exchange-traded funds which Banerjee claimed was the basis of rational portfolio construction given the tremendous academic and practical support available. He also preferred offering clients their choice of how to pay fees: 1. Transactional, 2. Fee-based, or 3. Fee-only and emphasized transparency within advisor-client relationships. For these and other reasons, Banerjee was hailed as "the new breed of financial advisors" by The National Post.[1]
Banerjee graduated with an undergraduate neuroscience (specialist) degree from The University of Toronto (Scarborough College) in 2001 (May). He immediately enrolled in the Bridgestone Racing Academy in hopes of becoming a racecar driver, and missed his university convocation to instead participate in the racing school's curriculum.
After graduating from the Bridgestone Racing Academy in 2001 (October), Banerjee returned to the Academy to serve as their Operations Manager from 2002 until 2004. He started his career in the financial services as a Consultant shortly thereafter with Investors Group Financial Services in Whitby, Ontario. He remained there for two years before deciding that a largely proprietary product offering was not an ideal solution for all Canadian investors.
Banerjee left Investors Group Financial Services to join ScotiaMcLeod, the wealth management division of The Bank Of Nova Scotia, as a stockbroker and financial planner. It was here that he first became acquainted with passive investment management strategies (which were not offered at Investors Group). With a larger selection of investment products at his disposal, Banerjee was free to study the merits of all forms of investment management. His client portfolios soon became dominated by index funds and exchange-traded funds which Banerjee claimed was the basis of rational portfolio construction given the tremendous academic and practical support available. He also preferred offering clients their choice of how to pay fees: 1. Transactional, 2. Fee-based, or 3. Fee-only and emphasized transparency within advisor-client relationships. For these and other reasons, Banerjee was hailed as "the new breed of financial advisors" by The National Post.[1]
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