Smart strategies for business owners & Professionals.
Join us on October 30 for tax-efficient strategies tailored for business owners and high-net-worth individuals
Why You Should Attend This Exclusive Seminar for Business Owners and Professionals
Most business owners think they already know how to handle their taxes, but the truth is many are missing out on strategies that could save thousands and create lasting wealth. This seminar will show you how to take advantage of tax-efficient strategies that reduce your taxes, protect your assets, and grow your wealth—even in uncertain markets.
In just one hour, you’ll discover how entrepreneurs and professionals are turning taxes into lasting opportunities for their families and communities. Designed specifically for business owners and the self-employed, this session gives you the tools to take control of your financial future.
Seats are limited—register today to secure yours.
Limited seats available – Register now!
Why It’s Different:
No prior financial knowledge required
Free registration – no strings attached
Open Q&A + networking opportunities
Refreshments included
Bring a business partner or friend (just register them in advance)
Speakers Information
Sisi Chakrabarti
Managing Partner, Advisory Money Strategies Inc.
Sisi is a Financial Planner and Master Financial Advisor in Philanthropy. He has been in the industry for 24 years and runs a boutique financial planning firm in Mississauga, Ontario. He is very passionate about philanthropy and charitable giving. Sisi’s goal is to work with most charities/donors in the area of strategic planned giving and engaging the next generation of donors.
Maricar Soriano
Director of Sales, Advisory Money Strategies Inc.
Maricar Soriano is a financial planner and Master Financial Advisor in Philanthropy with over 12 years of experience. She specializes in guiding professional corporations and family-held businesses to build legacies that reflect financial success and meaningful impact.
Vishal Taneja
Partner, Advisory Money Strategies Inc.
Vishal Taneja is a Partner at Advisory Money Strategies, a boutique firm specializing in Trust, Estate, and Financial Planning based in Mississauga. With over 20 years of experience in advisory and leadership roles—including more than a decade at Sun Life Financial—Vishal now dedicates his practice to supporting family-owned businesses and professionals. His expertise lies in tax-efficient wealth creation and intergenerational wealth transfer strategies.
What You’ll Gain:
Tax-efficient wealth strategies to reduce what you owe and maximize what you keep.
Insights on how to grow wealth even in uncertain or down markets.
Tools for building a lasting legacy for your family or favourite charity.
Understanding family trusts, private foundations, and what’s next in long-term planning.
Real examples from other successful entrepreneurs turning taxes into charitable impact.
FAQs
Do I need prior knowledge of the topic?
No. This seminar is designed for professionals and business owners of all experience levels, with or without financial background.
Can I invite a friend or business partner?
Definitely. Just make sure they register in advance so they can receive event details and materials.
Do I need to bring anything?
Just something to take notes with. And an open mind!
How long is the seminar?
The entire session will run for 1 hour and consist of a 20-minute presentation and a 40-minute Q&A, excluding breaks and networking activities.
Is there a dress code?
Casual is fine.
Are meals or snacks included?
Yes. Refreshments, including wine and cheese, will be provided during the break. Please let us know in advance if you have any allergies or dietary restrictions.
How do I sign up?
You can sign up on the form
Testimonials
Location: 5580 Explorer Dr., Suite 502, Mississauga