About2

Working together to success. With expert strategic partners in multiple financial organizations across Canada we can access the best of the best planning and financial instruments for you and your family. Sometimes it takes a new set of eyes to identify solutions to...

Family Enterprise Advisory

Don Smith, of DSI Estate Planning in Calgary, and Jeremy Reinbolt, of Videre Financiers in Vancouver, have established a collaborative working relationship to assist one another on unique insurance and family business situations. The collaboration will also enhance...

Insights

Insights   Sometimes it takes a new set of eyes to identify solutions to problems before they arise. You tell us where you’re going, and we’ll get you there safely ensuring the right people are aboard to navigate the trip. Importance of a Buy-Sell Agreement Sep...

Services

What we do To solve our client’s health, wealth, and legacy challenges. Strategic Advisory We believe in working together with our client’s advisors and family offices to ensure our clients achieve the best possible outcome in optimizing wealth, capital preservation...