Profile
“Success is when we resolve a client’s issue, and they feel supported and genuinely happy with the outcome”
George Louca,
3LANE Finance
Beau Banerjee brings his expertise, enthusiasm, and leadership to The Heritage Group, where he is committed to guiding and coaching clients.
As one of The Heritage Group’s Chartered Investment Manager (CIM®) designation holders, Banerjee takes pride in integrating advanced and specialized investment advice into their clients’ financial plans. He is focused on understanding client needs and implementing strategies and solutions to achieve their goals.
Since 2012, he has provided guidance, support, and coaching within the financial services industry to both clients and numerous financial advisors. During his tenure at one of Canada’s largest financial institutions, he helped develop retirement planning strategies and took great joy in seeing the positive impact they have had on Canadians. He is excited to continue providing specialized wealth strategies directly to clients of The Heritage Group.
Banerjee and his wife, Kristy, along with their two children, love adventuring together. As his children enter their teenage years, he has become more passionate in teaching them and equipping the next generation with the coaching, tools, and habits needed to reach financial success.
101 Metcalfe Street East - Suite A, Strathroy, ON
1 519 822 3887
beau@theheritagegroup.ca
linkedin.com/in/beau-banerjee-cim®-9244495a
theheritagegroup.ca
Beau Banerjee
Financial Advisor
The Heritage Group – Private Financial Services
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Bio
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Profile
Special Report
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Bio
Milestones
Special Report
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Bio
Milestones
“I recognise the need to build a stronger brand presence online that differentiates us from the many other brokers and bankers in the market”
George Louca,
3LANE Finance
2023–present
2007–2015
2010–
present
2015–
present
2025
Financial Advisor at The Heritage Group – Private Financial Services
Received 5-Star Advisor Award from Wealth Professional
2023–
present
Manulife Securities
2007–
2015
Summit Private Wealth
2010–
present
2015–present: Mandeville Private Client
2016: IIAC Top Under 40 Nominee
2021, 2022, 2023, 2024, 2025: 5-Star Top Advisors
Certified Financial Planner (CFP), Chartered Investment Manager (CIM), Fellow of the CSI (FCSI)
2015–
present
Successfully mentored three advisors to independence and currently leading a team of emerging professionals
2025
Milestones
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
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