Philosophy

Privacy, integrity, commitment and service underpin our work at DSI Estate Planning Inc.

We believe that building and respecting relationships is the key to success with our clients and we complement this with expertise, creative thinking and effective execution.

Our focus first is always on understanding; we take time to listen to our clients and learn what is important to them. Our relationships with wealth holders, entrepreneurs and philanthropists are paramount to us; we hold the names and circumstances of our clients strictly confidential.

A few of our influential clients have granted us permission to share their name in our private conversations with individuals exploring our services.