Beau Banerjee
Mutual Fund Advisor at Ia Private Wealth
Based in Middlesex, Canada
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Seniority
Staff
Department
Finance & Accounting
Location
Middlesex
Industry
Financial Services
Company size
1.1K
Contact information
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b•••••••@iaprivatewealth.ca
Phone
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Background
About Beau Banerjee
I have brought my expertise, enthusiasm and leadership to The Heritage Group, guiding and coaching our clients with the primary focus on understanding client needs and implementing strategies and solutions to achieve their goals. I have spent the past decade building an award-winning career in financial services supporting Financial Advisors and Canadians; most recently as Regional VP leading a team of professionals across Ontario and Manitoba. My amazing wife Kristy and myself, along with our two children, love adventuring together. I have a passion for teaching my children and equipping the next generation with the tools to reach financial success.
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