Fee Arrangements

About Preet Banerjee

Preet Banerjee, B.Sc, FMA, DMS, FCSI, was originally trained as a neuroscientist at U of T before joining the financial services sector. Previously an adviser in both the MFDA and IIROC channels, he currently serves as a W Network Money Expert and writes a personal finance column for the Globe and Mail.

He is the writer behind the sometimes controversial blog WhereDoesAllMyMoneyGo.com, which was ranked Canada's Best Investing Blog by readers of the Globe and Mail in 2010. He is also the author of the book RRSPs: The Definitive Guide to Registered Retirement Savings Plans.

You can follow him on Twitter at @preetbanerjee.

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Improving your financial situation and life in 2.5 billion beats


I’ve often mused that success with personal finance is 90% psychology and 8% math.* *The missing 2% is a testament to how unimportant the math is. MORE

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Why everyone should have access to an IPS


An Investment Policy Statement (IPS) sounds like a very official document, perhaps something that is reserved for million-dollar portfolios. Nothing could be further from the truth; everyone should have an IPS. MORE

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How the TFSA opens the door for lower-income Canadians to invest now and during retirement


The more you can make your money work for you, the less you have to work for your money. MORE

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Your RRSP: why you must select the right beneficiary


Benjamin Franklin once wrote, “In this world nothing can be said to be certain, except death and taxes.” While you can avoid neither, there are ways to reduce the amount of tax owed upon your death so that more of your money goes to your loved ones. MORE

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Understanding fees: are you making your financial adviser rich?


Occasionally, investors will tell me that they have a financial advisor who doesn’t charge them for the service. They never receive a bill or see any fees deducted on statements, so there’s no reason to question this. But they may have been sold this idea by a less-than-scrupulous salesperson. MORE

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