Chanchal Chakrabarti, RFC^®

Sisi Chakrabarti CLU,CHS, MFA-P, RFC^®
He is a Financial Planner, Registered Financial Consultant &  Master Financial Advisor in Philanthropy.

He has been in the Industry for 24 years and runs a boutique Estate & Financial Planning firm in Mississauga, Ontario, Canada. From 2001 - 2019 Sisi has been an Advisor, Sales Manager and a Financial Center Manager at a major Canadian Insurer. He has personally retained over 25 very successful Advisors who are currently in Financial Planning & Life Insurance Sales.

He is very passionate about Life Insurance, 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.

With a commitment to Planned Giving, Sisi & his Company, Advisory Money Strategies,  have launched in Canada, a co-branded Charitable Life Insurance product with Serenia Life, in 2024 to assist in amplifying Giving & make Giving Simple for All.

As President of IARFC, Canada Chapter, Sisi, along with his mentor, Jim Ruta, are building a network of Advisors, for Advisors and by Advisors, to benefit the Canadian communities they serve and the Advisors themselves! An environment that will foster growth both Professionally & Personally.

He is a member of the Estate Planning Council of Canada, Mississauga Foundation, Conference for Advanced Life Underwriters, Canadian Association of Independent Life Brokerage Agencies, Canadian Association of Gift Planners & Planned Giving Committee of the Humber River Health Foundation.

Sisi has been married to Smita for 35 years, who is also a part of AMS and they both love to travel in their spare time. Giving back is very much in their nature and they are personally associated with a few charities.