in your PODcket
Welcome to the in your PODcket podcast, brought to you by Choice Asset Groups [https://www.choicegroups.ca] and Mackie Real Estate [https://www.mackierealestate.ca]. Preet Banerjee is a fixture in the Canadian financial landscape, being featured in media as well as earning a sterling reputation amongst his peers. Preet applies a wealth of knowledge gained in the field as an advisor in years past, as well as a keynote speaker, author, entrepreneur, and aspiring doctoral of business administration candidate. We discuss the dynamics of how financial advice was engaged amongst the parental generation, how that advice has changed with the financial landscape, the impending intergenerational wealth transfer, and the different types of advice available to Canadians, and who might be better suited for each type. ------------------ Be a part of the pod: inyourpodcket@gmail.com Website: www.inyourpodcket.com #yeahbut: www.inyourpodcket.com/yeah-but Social: @inyourpodcket ------------------ Choice website: www.choicegroups.ca Follow on social: @choicegroups ------------------ Mackie website: www.mackierealestate.ca Follow on social: @mackie_real_estate ------------------ Connect with Preet: @preetbanerjee ------------------ Music: https://www.purple-planet.com
12 episodios
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