Dear Homeowner,

As you will understand, considering we are dealing with long-term investments, specialized mortgages and the Canada Revenue Agency, it is extremely important that you do not go it alone. And if you have not surrounded yourself with a full complement of Smith Manoeuvre Certified Professionals, there is support. The Smith Manoeuvre Implementation Concierge Service is designed to provide you with a 'quarterback' - someone who is knowledgeable and experienced in all aspects of the strategy.

Fill out the below questionnaire and we will put you in touch with The Smith Manoeuvre Concierge who will contact you for an initial consult to see if the Concierge Service is a fit for you.

Sincerely,
The Smith Manoeuvre.
  • Please list the names of all Smith Manoeuvre Certified Professionals you are currently working with:

    If you are not working with any given professional please enter 'none'.
  • Terms

    CONSENT

    I warrant and confirm that the information that has been given is true and correct to the best of my knowledge and that I have freely and voluntarily provided such information for the purposes of furthering the determination of viability and suitability of implementing the financial strategy known as The Smith Manoeuvre and further consent that this request to be directly connected with a Smith Manoeuvre Concierge as I have indicated in this submission form may be directed to any such Smith Manoeuvre Concierge within the Smith Consulting Group Ltd. network at the sole discretion of Smith Consulting Group Ltd.

    PRIVACY POLICY

    The Collection and Use of Information Smith Consulting Group Ltd. limits the information we collect about our customers and potential customers to what we need for internal business purposes only. We obtain your consent if we wish to use your information for any other purpose.

    Access

    We provide you with access to the information we retain about you.

    Accuracy

    We make every reasonable effort to keep your information accurate and up-to-date.

    Information Release

    Smith Consulting Group Ltd. does not arbitrarily sell or trade identifiable client information to third parties. Release of your information occurs only: where we have your consent; or where we are required to do so by law.

    Protecting Information

    We protect your information with appropriate safeguards and security measures and we retain your information only for the time it is required for the purposes we stated. Only those employees involved in processing data have access to this data. Any employee found in violation of our security or privacy policies is subject to disciplinary action.

    Use of Cookies

    Smith Consulting Group Ltd. does not employ cookies.

    Email Address and Contact Information

    When you send us e-mail or when you ask us to respond to you by email, we learn your exact email address and any information you have included in the email. We use your email address to acknowledge your comments and/or reply to your questions, and we may store your communication and our reply in case we need to correspond further.

    On certain pages we provide users the option of submitting names, addresses, phone numbers, and email addresses for the purpose of contacting you for sales or support follow-up. This data is not shared with anyone outside of our organization.

    Access to Credit Card Information

    We restrict access to credit card information only to those individuals required to process your order, and credit card numbers are not provided to third parties except in processing orders.

    If you have any questions regarding this Privacy Policy or our implementation, please contact us to discuss your needs or concerns.

    ACKNOWLEDGEMENT, WAIVER AND RELEASE

    WARNING:  BY SIGNING THIS DOCUMENT YOU WILL WAIVE AND RELEASE CERTAIN LEGAL RIGHTS, INCLUDING THE RIGHT TO SUE OR CLAIM COMPENSATION FOR CERTAIN LOSSES OR DAMAGES.  YOU MUST READ THIS DOCUMENT VERY CAREFULLY BEFORE SIGNING IT.

    TO:  Smith Consulting Group Ltd. (“Smith Group”) and Jason Henneberry, the Smith Manoeuvre Concierge (the “Concierge”)

    The Client wishes to receive general, introductory information regarding certain financial advisory services, including, without limitation, education, training and advice in relation to the tax planning strategy known as the “Smith Manoeuvre” (the “Services”), and Smith Group has agreed to connect them with the Concierge who will provide the Services.

    In consideration for Smith Group introducing the Client to the Concierge, the Client has executed and delivered this Acknowledgement, Waiver and Release to Smith Group.

    THIS ACKNOWLEDGEMENT, WAIVER AND RELEASE WITNESSES THAT:

    1. The Client acknowledges and agrees that: (i) all Services will be provided exclusively by the Concierge, who is an independent third party consultant carrying on business separately from Smith Group; (ii) Smith Group has provided a referral and introduction to the Concierge only, and will not be responsible or liable in any way for any advice or recommendations made by the Concierge, or any decisions made or steps taken by the Client on the basis of any such education, advice or recommendations; (iii) Smith Group has not provided, and will not provide, any Services to the Client at any time; (iv) no guarantee or assurance has been made, communicated or offered to the Client with respect to the results that may be obtained from or in connection with the Services; and (v) the Services, and tax planning and leveraged investing strategies generally, inherently involve certain risks that could potentially result in losses or damages to the participants in such strategies, and the Client freely accepts and fully assumes all risks arising out of or in any way connected with the Services, as well as the possibility of any losses or damages arising or resulting therefrom.

    2.The Client HEREBY IRREVOCABLY AND UNCONDITIONALLY WAIVES, RELEASES, FOREVER DISCHARGES AND AGREES TO HOLD HARMLESS the Concierge and Smith Group and its directors, officers, parents, subsidiaries, affiliates and employees (collectively, the “Released Parties”) from and against any and all claims, liabilities, causes of action, actions, proceedings, demands, costs and expenses (including, without limitation, legal fees on a solicitor and own client basis) and obligations of any nature and kind whatsoever and howsoever arising, whether foreseeable or not, which may at any time arise out of or relate in any way directly or indirectly to the Services, including, without limitation, any damage, loss, loss of opportunity or business, costs and expenses that the Client may suffer, or that the Client’s heirs, next of kin, executors, administrators, committees, assigns and personal representatives may suffer, as a result of, arising out of, or in any way relating to or connected with the Services due to any cause whatsoever.

    3. The Client further acknowledges and agrees that: (i) the Client has read this Acknowledgement, Waiver and Release in its entirety and fully understands and agrees to all of its terms; (ii) the Client has executed and delivered this Acknowledgement, Waiver and Release freely and voluntarily and without any inducement, duress or coercion of any kind; (iii) the Client is 19 years of age or older; (iv) the Client has received independent legal advice with respect to the execution and delivery of this Acknowledgement, Waiver and Release, or has been given the opportunity and ample time to obtain such independent legal advice and has chosen not to do so; and (v) the Client has executed and delivered this Acknowledgement, Waiver and Release to Smith Group prior to receiving any Services from the Concierge of any kind.

    4. This Acknowledgement, Waiver and Release will enure to the benefit of each of the Released Parties, and will be binding upon the Client and each of the Client’s respective heirs, next of kin, executors, administrators, committees, assigns and personal representatives.

    5. If any provision of this Acknowledgement, Waiver and Release is held to be invalid or unenforceable, the remainder of this Acknowledgement, Waiver and Release will not be affected by the invalid or unenforceable portion and this Acknowledgement, Waiver and Release will be construed as though it were executed without reference to the invalid or unenforceable portion.

    6. This Acknowledgement, Waiver and Release will be governed by and interpreted in accordance with the laws of the Province of British Columbia and the federal laws of Canada applicable in British Columbia, which shall be deemed to be the proper law of this Acknowledgement, Waiver and Release. The Client hereby irrevocably and unconditionally submits and attorns to the original and exclusive jurisdiction of the Courts of British Columbia sitting in Vancouver, British Columbia, with respect to any claims, causes of action or disputes that may arise from, in relation to, or in any way in connection with, any of the Services or this Acknowledgement, Waiver and Release.

    IN WITNESS WHEREOF the Client has duly executed this Acknowledgement, Waiver and Release with effect as of the date of submission: