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The Smith Manoeuvre Podcast

The Smith Manoeuvre Podcast

著者： The Smith Manoeuvre™
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The Smith Manoeuvre Professional Series is a conversation-driven podcast for mortgage brokers, financial planners, accountants, and advisors who want to better understand one of Canada’s most underutilized financial strategies.


Each episode features real discussions with professionals who are actively implementing the Smith Manoeuvre in their client work. We break down how the strategy works, where it fits, where it doesn’t, and what it actually looks like in practice.


This isn’t theory. It’s about how to integrate mortgage, tax, and investment thinking in a way that creates better outcomes for clients and more meaningful positioning for professionals.


If you work with Canadian homeowners and want to expand the scope and quality of your advice, this series will give you the context, clarity, and real-world perspective to do it properly.


Hosted by Nick Cox - Smith Manoeuvre Certified Professional Program National Director

© 2026 The Smith Manoeuvre Podcast 個人ファイナンス 経済学
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  • The future of mortgage planning is here.

    The future of mortgage planning is here.
    2026/05/12

    This episode is a conversation about where the mortgage industry is heading — and why many professionals are starting to realize the traditional broker model is becoming increasingly commoditized.

    Nick Cox and Ryan La Haye unpack:

    • the growing pressure of rate compression
    • direct-to-bank renewals
    • automation and AI
    • and why transactional mortgage conversations are becoming harder to sustain long term

    But more importantly, they explore what comes next.

    The conversation shifts into:

    • mortgage-based financial planning
    • debt conversion strategy
    • the Smith Manoeuvre™
    • and why the mortgage may be the most overlooked financial planning tool in Canada

    This isn’t a discussion about lead generation tactics or sales scripts.

    It’s a deeper look at how the role of the mortgage professional is evolving — from transaction facilitator to strategic planner.

    If you’re a mortgage broker, financial planner, accountant, or advisor trying to understand where the industry is moving over the next decade, this is a conversation worth listening to.

    —

    Learn more about The Smith Manoeuvre™:
    👉 https://smithman.ca

    Interested in becoming a Smith Manoeuvre Certified Professional (SMCP)?
    👉 https://smithman.ca/certification

    —

    Structure over rate.
    Strategy over commoditization.
    Planning through the mortgage, not around it.
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