Hotline: 1-877-908-9386 Mon-Fri 9.00 am-6.00pm

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.

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.

 

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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what we do

Financial & Estate Planning Services

Shared Ownership Critical Illness Insurance

Corporate Owned Life Insurance

Life Insurance

Health Insurance

CPP Philanthropy

Retirement Planning

Estate Planning

Tax Planning

Employee Benefit Plans

Philanthropy & Charitable Giving

Methodology

We Believe in Coordination
Greater results are achieved when all members of a team work together; this is why we work closely with all of our clients’ trusted advisors.

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Meet the AMS Team

teamwork win championships

Sisi Chakrabarti, CLU CHS MFA-P

Managing Partner

Vishal Taneja, CLU CHS MFA-P

Managing Partner

Mohandas Kalarikal Manikandadas

Sales Manager

Sherbanu Ahmed

Regional Sales Director

Arzoo Jha, MFA-P

Sales Director, Ontario West

Balwinder Kaur

Director Sales

Mona Sharma

Director Sales

Mihir Das

Regional Vice President

Kam Chari, MBA, CPA, CFP, RFP, TEP

Estate Planning Consultant

Gary Mills

Regional Sales Manager

testimonials

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.

As a high net worth individual, I need a financial planning firm that can provide me with a high level of expertise and attention to detail. This boutique firm has exceeded my expectations in every way. Their team of professionals has a deep understanding of the financial markets and has helped me navigate even the most complex financial situations. I am grateful for their ongoing support and highly recommend them to anyone seeking top-notch financial planning services.

Mary S.

I have been working with this boutique financial planning firm for many years, and they have become an invaluable partner in my financial journey. Their personalized approach and deep expertise have helped me achieve my long-term financial goals and secure my family's legacy for generations to come. I highly recommend this firm to anyone seeking comprehensive and tailored financial planning services.

James R.

I am extremely impressed with the level of service and attention to detail provided by this boutique financial planning firm. They have been instrumental in helping me navigate complex financial situations and achieve my long-term financial objectives. Their team of professionals is highly responsive, knowledgeable, and always willing to go the extra mile to ensure my satisfaction. I highly recommend this firm to anyone seeking high-quality financial planning services.

Sarah T.

I have worked with many financial planning firms over the years, but none have provided the level of service and expertise that I have received from this boutique firm. Their team of professionals is highly skilled, knowledgeable, and always available to answer my questions and address my concerns. They have helped me achieve my financial goals and secure my family's legacy for generations to come. I highly recommend this firm to anyone seeking personalized and professional financial planning services.

Michael W.

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