Don Smith CLU, FEA, TEP

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 and broaden the advice, service, and product offering they provide to their respective Wealth Holder and Private Family Enterprise clients.

Don brings decades of experience and a concentrated, in-depth knowledge of life insurance and estate planning including:

How to minimize the impact of tax on substantial estates;
Design and funding of Unanimous Shareholder Agreements (USAs) for Family Enterprises, to maximize their effectiveness for the business, shareholders, and families involved; and,
Preservation of Capital using Living Trusts and Testamentary Trusts.