The Smith Manoeuvre is an efficient strategy to use equity in your home to invest for your future without using your cash flow. It converts your mortgage over time into a tax deductible investment credit line.

Most Canadians are searching for a feeling of financial security, but all the bills & life expenses mean they never build up enough of a nest egg to be secure. The Smith Manoeuvre is a strategy that can help you build your nest egg and help you achieve the retirement you want without using your cash flow.

We have become known as experts in the Smith Manoeuvre, having helped hundreds of Canadian families implement it. It is one of the most effective wealth-building strategies when done by the right people in the right way over the long term.

In my latest podcast episode you’ll learn:

• What is the Smith Manoeuvre?

• What are the benefits?

• What are the risks?

• How do you manage the risks?

• How do you implement it?

• How do you avoid having to use your cash flow?

• How long should you ideally do the Smith Manoeuvre?

• Are there really 8 Smith Manoeuvre strategies?

• Is it legal?

• What is the best way to invest with the Smith Manoeuvre?

• How can I learn more and find out whether the Smith Manoeuvre is right for me?

Are you one of those investors for whom things just seem to always work out well?

Getting superior long term returns seems to take little effort. Whatever strategy you use seems to eventually work. You don’t spend much time or effort, yet most of the time you are feeling quite confident about your investments.

Or are you the type of investor who always seems to struggle?

It seems everything you buy goes down right after you buy. When you finally sell, they take off. And the investments you hold long term mostly underperform.

We have often encountered both these types of investors. Struggling investors are far more common. They usually have trouble believing that many investors outperform with little effort. Those that find investing effortless just shake their heads at the frantic activity of struggling investors. This applies to both professional and amateur investors.

Why is investing so easy for some and for others it is always a struggle?

In my podcast episode you’ll learn:

• The real reason some investors succeed with ease while others constantly struggle — and it’s not about picking the right stock.

• The 3 core beliefs that define successful investors: Faith, Patience, and Discipline — and how each one dramatically impacts your long-term returns.

• Why faith in the market and humanity is more important than trying to outguess short-term movements.

• The staggering cost of impatience: how chasing performance can quietly erase up to 75% of your lifetime returns.

• Why fewer transactions = better results, and how overtrading (especially by DIY investors) sabotages success.

• The #1 mistake most investors make — and how having a long-term financial plan keeps you grounded and growing.

When can I retire with the lifestyle I want?

That’s the #1 priority for our clients—based on my experience creating thousands of financial plans over the last 25+ years.

They want financial freedom.

It’s what we all really want. But you need a retirement plan to get there. It won’t happen on its own.

Creating your retirement plan is fun. It’s not about the money. It’s all about your life.

Your retirement plan is the GPS for your life. It makes you wealthier, because it gets you to your goal the quickest and most effective way.

In my latest podcast episode you’ll learn:

• What types of financial questions do people most ask about?

• Is it worth the effort to create your retirement plan?

• What insights from experience have I learned about financial freedom?

• Can your house be your retirement plan?

• What is the good news and bad news about retirement planning?

• How does your retirement plan make you wealthier?

• What are the steps to creating your Retirement Plan?

• How can you think through the retirement lifestyle you will want?

• How does interactive retirement planning help you make your plan personal?

• How should you invest effectively to become financially free?