Sisi Chakrabarti, CLU, CHS, MFA-P

Managing Partner, Advisory Money Strategies Inc

About Sisi Chakrabarti

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.

Typical Clients

Our typical Clients are those who are Charitably inclined, want to leave a Legacy or simply want to make an impact ….just Do Good! Whether it is a current gift or a future gift in your Will!

We work with Individuals & Businesses of all Economic strata in enabling their ability match with their intent while they undertake to complete the incomplete!

If you:

  • Want to build a Planned Giving Strategy
  • Convert your taxes into Charity
  • Are Single, Widowed or Divorced…want to know your Legacy options
  • Small or Medium sized Business owner
  • Want to make an immediate impact
  • Want to donate existing Life Insurance policies that you no longer need
  • Just want to know of all options as regards Planned Giving
  • Have inherited from your Boomer parents and are interested in Philanthropy
  • Leave a gift in your will

Feel free to connect with us as we help you connect the dots as regards often overlooked strategies!

We also conduct in-person seminars in the GTA, interested to attend, please email:


Free Consultation

Contact Sisi Chakrabarti about adding a charitable gift to your Will 4372144923 Sisi's website