DSI Estate Planning Inc.

DSI Estate Planning Inc. specializes in insured estate plans.

Collaborating with our clients and their most trusted advisors, we provide innovative and proven strategies to help individuals and families reach their estate planning objectives.

We are recognized for our particular expertise in enhancing charitable legacies through our IEP™ Insured Endowment Program.

Our approach is inclusive, patient, customized and always confidential. We honour our relationships and most frequently clients come to us through confident referrals.

Our office is located at 801 13th Ave. SW Calgary, AB T2R 0L1.

DSI Estate Planning Inc. specializes in insured estate plans.

Don works with entrepreneurial families and wealth holders to structure insured estate plans that maximize the preservation of capital and minimize the impact of tax.