Press release: Preet Banerjee joins Wealthscope as Partner
Toronto, ON April 3, 2019 – Wealthscope, a leading provider of portfolio analytics and retirement planning tools, has announced that Preet Banerjee has joined their team.
“We are thrilled to welcome renowned personal finance expert, Preet Banerjee, to the Wealthscope team,” said Pauline Shum Nolan, Co-Founder of Wealthscope. “Mr. Banerjee’s skill set complements the team perfectly; he brings a wealth of experience in the financial advisory business”. As a Partner in the firm, Mr. Banerjee will help accelerate the company’s growth as Wealthscope continues to develop partnerships in the wealth management industry to offer its suite of analytics and planning tools to investors and financial advisors.
"With the baby boomer generation now looking to the decumulation phase of their wealth, Wealthscope's sophisticated draw-down and tax planning tools are a huge competitive advantage to anyone competing in this space,” said Banerjee. “It's clear there is a huge opportunity here so I jumped at the chance of investing in the company. I see lots of potential for adapting their suite of tools that can integrate portfolio construction and tax planning for retirement for wealth management companies both in Canada and globally."
Preet Banerjee is a sought-after consultant to the wealth management industry, and a well-known personal finance commentator and media personality, with 15 years of experience in the financial services industry. He was a financial panelist on CBC’s The National with Peter Mansbridge for seven years, and was voted one of Canada’s top 10 financial visionaries by Advisor.ca in 2011. Preet holds a B.Sc. in Neuroscience from the University of Toronto, and an M.Sc. in Business and Management Research from the Henley Business School.
Wealthscope is a service of PW Portfolio Analytics Inc., a privately-owned financial technology company serving the wealth management industry. The team has substantial expertise in finance, portfolio management and risk analytics. The Wealthscope platform provides investors and financial advisors with a full suite of advanced portfolio and risk analytics, unique portfolio builders and integrated retirement planning tools. For more information, please visit www.wealthscope.ca.