Find a Smith Manoeuvre Certified Professional
Financial professionals who become accredited through The Smith Manoeuvre Certified Accreditation Program have taken an extensive course and have passed an examination on The Smith Manoeuvre strategy.
Accredited professionals have taken a deep dive into not only their area of expertise, whether it be brokering mortgages or tax preparation, but they have also studied strategy-specific issues in other financial areas as well.
This means that your accredited insurance agent will have an understanding of the taxation specifics which is the specialty of your accredited accountant; your accredited realtor will have an understanding of the mortgage conveyancing specifics which is the specialty of your accredited notary or real estate lawyer; your accredited mortgage broker will have an understanding of the investment specifics which is the specialty of your accredited investment advisor, etc.
Watch me first.
Why is this important?
It is critically important because all of these financial professionals will, at some time or another, need to communicate about your file between themselves. You will likely enlist many or all of these types of financial professionals to help guide you with your own Smith Manoeuvre, and it is imperative they are able to speak the same language, understand your specific goals, and coordinate activity to help you reach your objectives – both financial and emotional. I have seen first-hand the issues caused by an inability of financial professionals to effectively communicate between each other and it is definitely something to be avoided – it can be costly and very time-consuming. So be sure to enlist the services of Smith Manoeuvre Certified Professionals in all areas of your financial life.