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Managing Family and Business Transitions

Welcome to our financial and estate planning team, where, with our combined

experience of over 80 years we help clients achieve their financial goals and secure

their financial future. Our team is made up of experienced financial planners and estate planning professionals who are dedicated to providing personalized service and customized solutions to meet our clients' unique needs.

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Our Services

About AMS

With our extensive experience in the financial industry, we have developed a deep understanding of the latest trends and developments in financial and estate planning. We are committed to staying up-to-date on the latest industry trends and developments to ensure that our clients receive the highest level of service and advice.

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Methodology

Initial Contact

Here we reach out to our potential client to schedule an initial consultation meeting. During this first interaction, we listen actively and gather information about the client's goals, financial situation, and concerns.

Meet the AMS Team

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Sisi Chakrabarti

CLU CHS MFA-P

Managing Partner

Member: Advocis Estate Planning Council of Canada (EPC) / Canadian Association of Gift Planners (CAGP)

Conference for Advanced Life Underwriting (CALU)

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Ajay Sehgal 

MFA-P

Partner

Member:  Advocis, Canadian Association of Gift Planners (CAGP)

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Vishal Taneja

CLU, CHS, MFA-P

Partner

Member:  Advocis, Canadian Association of Gift Planners (CAGP)

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What Our Clients Say

I have been working with this boutique financial planning firm for several years, and they have been instrumental in helping me achieve my financial goals. They took the time to understand my unique needs and crafted a comprehensive plan that has exceeded my expectations. I highly recommend this firm to anyone seeking personalized and professional financial planning services.

John D.

Proudly supporting Humber River Hospital Foundation

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