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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.
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.
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)
Ajay Sehgal
MFA-P
Partner
Member: Advocis, Canadian Association of Gift Planners (CAGP)
Vishal Taneja
CLU, CHS, MFA-P
Partner
Member: Advocis, Canadian Association of Gift Planners (CAGP)
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