Managing Partner, Advisory Money Strategies Inc.
Chanchal (Sisi) Chakrabarti is an accomplished financial services professional, estate planning specialist, and philanthropy advocate with more than 25 years of experience helping individuals, families, business owners, & charitable organizations navigate complex financial, estate, and legacy planning matters.
As Managing Partner of Advisory Money Strategies Inc., Sisi leads a boutique advisory practice focused on integrated wealth, tax, estate, insurance, and philanthropic planning strategies that align financial success with personal values and long-term legacy objectives. Beyond its professional services, Advisory Money Strategies Inc. is deeply committed to community impact and actively supports a wide range of social, charitable, educational, and community-based initiatives that create meaningful and lasting change both nationwide and internationally.
A recognized leader within the profession, Sisi serves as President of the Canada Chapter of the International Association of Registered Financial Consultants (IARFC), where he champions professionalism, ethics, continuing education, and client-first financial advice across Canada.
He is an active member of the Society of Trust and Estate Practitioners (STEP), the Canadian Association of Gift Planners (CAGP), the Conference for Advanced Life Underwriting (CALU), and the Estate Planning Councils of Canada & Mississauga.
Sisi’s passion for philanthropy and community leadership is reflected in his role as Chair of the Planned Giving Committee of the Hennick Humber River Hospital, where he works closely with foundation leadership, donors, and volunteers to advance legacy giving initiatives that strengthen healthcare for future generations.
His commitment to charitable impact extends through his involvement with the Community Foundation of Mississauga, Toronto Foundation, and Myriad Canada, organizations that play important roles in community philanthropy, donor-advised giving, and facilitating charitable support both within Canada and internationally. Through these affiliations, Sisi actively promotes innovative charitable planning solutions, including cross-border and international giving strategies that enable donors to create meaningful impact around the world.
He is also actively involved with the Toronto Calcutta Foundation, an organization dedicated to supporting marginalized children and underserved communities in West Bengal and other states in India.
Holding the prestigious Trust and Estate Practitioner (TEP) designation, along with the Chartered Life Underwriter (CLU), Certified Health Insurance Specialist (CHS), Master Financial Advisor in Philanthropy (MFA-P), and Registered Financial Consultant (RFC) credentials, Sisi is widely respected for his expertise in estate planning, charitable giving, insurance strategies, intergenerational wealth transfer, and legacy planning.
Throughout his career, Sisi has been a strong advocate for integrating financial planning with philanthropy, helping clients use their wealth not only to achieve personal and family goals but also to create lasting social impact. Through his professional leadership, community involvement, and commitment to charitable innovation, he continues to empower individuals, families, businesses, and charitable organizations to build enduring financial and philanthropic legacies.