Retirement & Estate Planning

Our retirement and estate planning services are refined from 39 years of diligent, confidential support to valued clients.

We work with professionals, executives, entrepreneurial families and wealth holders. We develop customized financial road maps with distinct strategies to ensure clients have the required capital to fund their retirement and estate objectives, while minimizing tax implications.

Never competing with our clients’ trusted advisors—we collaborate and align our strategy to complement and enhance the planning of other financial advisors, tax specialists and lawyers.

By asking inquiring questions and listening to what is important to our clients we establish strategies that best preserve and enhance their capital. Through the prudent, well-considered use of customized life insurance solutions, plans are tailored to unique needs.

We invest our time and expertise to develop long-term relationships. We continue to refine strategies with our clients when changes in their life, business and tax situation dictate.

Comprehensive counsel and strategy for Canadians with substantial means

For clients with high net worth, we frequently combine the concept of a master estate plan with capital preservation strategies and we are now enhancing charitable legacies through our IEP™ Insured Endowment Program. As always, our commitment is to complete confidentiality.

Don Smith, CLU, CFP, Principal of DSI Estate Planning Inc., is supported by a select team of associates. He invites private inquiries regarding his services; exploratory initial meetings are welcomed.

DSI Estate Planning Inc. is a boutique insurance brokerage and completely independent.
DSI’s compensation is 100% commission-based and we do not charge fees to our clients.