Become a Smith Manoeuvre Certified Professional™
Canadians need a change -
and so do you
With rising costs, stagnant incomes, and increasing economic uncertainty, Canadian homeowners are looking for a different way.
A way to make more out of less, to build wealth without working themselves into the ground, and to secure a retirement they can actually look forward to.
And traditional financial advice is no longer enough.
As a forward-thinking financial professional, you have an unprecedented opportunity to differentiate yourself by offering what these homeowners truly need:
Innovative strategies that give them their financial power back.
The perfect alignment
In today's financial landscape, you and your clients each face a unique set of challenges.
Canadians are facing...
Inflationary pressure and wage stagnation
A growing tax burden
Traditional retirement plans not keeping pace with increased cost of living
Expensive mortgages consuming monthly budgets
You are facing...
Intensified competition, making it impossible to stand out on price alone
Weary clients seeking value beyond traditional services
The need to future-proof your business model
Increased pressure to sustain client loyalty
The Smith Manoeuvre™ bridges this gap, providing you with the tools to deliver exceptional value while addressing your clients' most pressing financial concerns.
Is this the opportunity you've been looking for?
Mortgage Brokers
Differentiate beyond rate shopping, transform transactions into wealth strategies, and secure higher-quality clients.
Financial/Investment Advisors
Increase assets under management without clients needing additional monthly cash and add debt conversion to your planning toolkit.
Accountants
Offer proactive tax planning with substantial deductions and distinguish your practice by addressing both debt and investment strategies.
Insurance Agents
Connect protection planning with wealth-building and offset insurance premium costs through strategic tax deductions.
Real Estate Professionals
Add value beyond the transaction by helping buyers optimize their mortgage from day one.
Notaries/Real Estate Lawyers
Participate in the increasing number of purchase and refinance transactions which require specific expertise.
What you'll gain
As an SMCP™, you'll receive far more than just some letters behind your name:
Expertise - Comprehensive training on the full scope of Smith Manoeuvre™ strategies and accelerators
Exclusive Calculator - Proprietary software only available to SMCPs that quickly demonstrates potential results
Marketing Resources - Ready-to-use presentations, webinars, and client education materials
Professional Community - Join a network of like-minded professionals across multiple disciplines
Ongoing Support - Weekly training sessions and deal-specific guidance from experienced mentors
Implementation Tools - Document templates and frameworks to bridge the gap between analysis and execution
Differentiation - Authorized use of the trademarked Smith Manoeuvre™ brand—a name Canadian homeowners know and trust—in your marketing and client communications
The missing piece
The Smith Manoeuvre™ represents the critical skillset missing from modern financial practice—a powerful intersection of tax strategy, financial planning, and mortgage optimization.
By becoming an SMCP™, you position yourself at this unique crossroad, offering a holistic approach that transforms both new and existing client relationships. Your practice becomes future-proofed against commoditization as you deliver outcomes most financial professionals simply cannot match.
Most importantly, you'll help Canadian homeowners achieve financial transformations they never thought possible, creating loyal clients who become your most powerful advocates and driving sustainable growth for your business.
Frequently asked questions
1. How can becoming a Smith Manoeuvre Certified Professional™ differentiate my practice?
In today's challenging economic landscape, Canadians are actively seeking innovative financial solutions beyond conventional advice.
By becoming an SMCP™, you'll position yourself as a specialized expert offering a powerful strategy most financial professionals don't understand.
This expertise allows you to attract new clients specifically seeking Smith Manoeuvre™ guidance while providing significant additional value to your existing client base. Because the strategy involves long-term planning and ongoing optimization, it naturally cultivates exceptional client loyalty and referrals.
2. What training and resources will I receive as a Smith Manoeuvre Certified Professional™?
Your SMCP™ membership includes a comprehensive professional toolkit:
• In-depth training that bridges theory with practical implementation
• Your own professional landing page with personalized introduction
• Exclusive access to the proprietary Smithman Calculator—only available to Smith Manoeuvre Certified Professionals
• Ready-to-use marketing materials that can be customized with your brand
• Client education resources that simplify complex concepts
• Monthly client-facing webinars with registration tracking to identify interested prospects
• Regular implementation workshops featuring real client scenarios and case studies
• Specialized training on Smithman Calculator use and marketing strategies
• Access to a network of SMCPs across different financial disciplines
• Five free copies of ''Master Your Mortgage for Financial Freedom'', by Robinson Smith, and additional copies at wholesale pricing.
3. How do I collaborate with other professionals for client implementation?
As an SMCP™, you join a community of like-minded professionals across multiple disciplines—mortgage brokers, financial planners & investment advisers, accountants, insurance specialists, and real estate professionals.
This network allows you to build powerful referral relationships with experts who understand the strategy and can complement your services.
By connecting with other SMCPs™ in your area, you can create a seamless client experience where every aspect of the strategy is handled by certified experts who speak the same language and share the same approach.
4. How can I position The Smith Manoeuvre™ during economic uncertainty?
The Smith Manoeuvre™ is uniquely resilient across different economic environments.
Our comprehensive training and marketing materials emphasize this as a long-term strategy that works effectively in both high and low interest rate environments, and in both bull and bear markets.
Your clients will understand how the strategy creates efficiencies regardless of market conditions—generating larger tax deductions when rates are high and further accelerating investment growth when markets perform well. This flexibility makes it particularly valuable during periods of economic uncertainty.
5. What tools are available to illustrate potential outcomes?
You'll receive powerful resources to demonstrate the strategy's impact:
• The exclusive Smithman Calculator allows you to show clients exactly how the strategy could work in their specific situation
• The calculator lets you model different scenarios—including accelerators and variable rates of return—to create personalized projections
• Professional-quality videos and presentations explain key concepts clearly and persuasively
• Client-ready visualizations demonstrate complex outcomes in easy-to-understand formats
These tools transform abstract concepts into tangible results, making it easy for clients to understand the potential impact on their financial future.
