top of page

Converting Taxes to Charity

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.

logo 2_edited.png
Nature Photographer

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.

Analyzing Graphs


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


Sisi Chakrabarti


Managing Partner

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

Conference for Advanced Life Underwriting (CALU)

ajay 1.jpg

Ajay Sehgal 



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


Vishal Taneja



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

Enjoying Nature

Sign up for our latest news and updates,
delivered right to your inbox.

Thanks for subscribing!

Wooden Hut

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

HRHF_Horizontal_Logo_withTag_RGB-resized (002).png
bottom of page