Sisi Chakrabarti
CLU, CHS, MFA-P
Managing Partner
Advisory Money Strategies Inc
Sisi is passionate about Philanthropy and specializes in Strategic Planned Giving. Being a Master Financial Advisor-Philanthropy, he bridges the gap between Ability & Intent , Donor & Donee…as proper Legacy Planning is a key step in your Estate & Financial Plan.
Sisi is the Managing Partner of Advisory Money Strategies Inc, a boutique Estate & Financial Planning firm that focuses on “Making Giving Simple”.
Holding active memberships with :
- Canadian Association of Gift Planners (CAGP),
- Estate Planning Council of Canada(EPC),
- Estate Planning Council of Mississauga,
- Community Foundation of Mississauga,
- Planned Giving Committee of the Humber River Hospital, Toronto,
- Conference of Advanced Life Underwriters (CALU).
Our aim is to assist you transition from Success to Significance!
With continued involvement with Foundations and Charities, both Nationally & Locally , we specialize in tailoring custom Giving plans that make your money go further, create a larger impact and align best with those Charities that are dear to you.