Tag Archives: Preet Banerjee

Updated Media Page

Our Media Page has been updated to include all five “Keeping Tabs” video segments – as well as links to more than a dozen articles featuring interviews and insights from Will Britton, CFP.  From local media to national publications, we are proud to be considered a respected and trusted source for media outlets…

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A Chat With Preet Banerjee

Preet Banerjee PodcastFollowing last month’s introduction of Bill 157, “The Financial Advisors Act 2014” as a private member’s bill in the Legislative Assembly of Ontario, the time finally seemed to be right to connect with Preet Banerjee to share and explore our ideas about the current regulation of financial services – specifically “financial advisors” – and what changes can / should / need to be made to best serve and protect all Canadians, and protect the integrity of the profession.  Our conversation can be found on his latest “Mostly Money Mostly Canadian” podcast (episode 38)…