7 Best Ideas to Optimize the Smith Manoeuvre (Canadian Financial Summit 2024)

Unconventional Wisdom

With its quirky name, the Smith Manoeuvre might sound unconventional, but it’s a strategy that truly works—when done by the right people, in the right way, over the long term.

From crafting over 1,000 professional Financial Plans, I’ve seen firsthand how the Smith Manoeuvre can transform your finances, helping Canadians use their home equity to invest for their future without impacting their cash flow.

When included as part of a comprehensive financial plan, this strategy can empower you to achieve the life you’ve always envisioned.

But optimizing the Smith Manoeuvre requires more than just the basics—it’s about mastering the practical details and understanding how to maximize its benefits.

In my latest podcast episode you’ll learn:

• What is the right reason to do the Smith Manoeuvre?

• How do you know if you are the right person for the Smith Manoeuvre?

• What is the right mortgage?

• How can you keep it 100% tax deductible?

• Which of the 8 Smith Manoeuvre strategies is right for you?

• Why is it critical that the Smith Manoeuvre is a long-term strategy?

• What is the right mindset to minimize the risk & maximize the benefits?