Leo Falkovsky — Smith Manoeuvre Certified Professional (SMCP)
Smith Manoeuvre Certified Professional (SMCP) · Licensed Since 2000

Your Path to
Financial Freedom Starts Today

Most Canadians are told to pay off their mortgage before investing. That sequential approach costs you decades of growth. The Smith Manoeuvre lets you do both — simultaneously — without finding extra room in your monthly budget.

25+
Years Licensed
CMP
Designation
SMCP
Certified Pro
Free
Consultation

What Is the Smith Manoeuvre?

The Smith Manoeuvre is a CRA-approved financial strategy that converts your non-deductible mortgage interest into tax-deductible investment loan interest — allowing Canadians to build wealth while paying down their mortgage.

Developed by Fraser Smith in the 1980s and used by thousands of Canadian homeowners, it requires no extra monthly cash — you simply redirect your existing mortgage payments to do double duty.

CRA-approved — fully legal
No extra monthly budget required
Build investments while paying down mortgage
Annual tax refunds accelerate the strategy
Real Example — $600K Mortgage
WITHOUT the Smith Manoeuvre
25 years
to pay off mortgage, then start investing
WITH the Smith Manoeuvre
Simultaneous
Mortgage paid down + investment portfolio growing from Day 1
POTENTIAL OUTCOME AT YEAR 25
Mortgage paid off + investment portfolio worth $400K–$700K+ depending on returns — built with money you were already spending.

How the Smith Manoeuvre Works

The mechanics are straightforward. Each month, as you pay down your mortgage principal, that same amount becomes available to borrow again through a HELOC — and you invest it. The investment interest is then tax-deductible.

1
Restructure Your Mortgage with a Re-advanceable Mortgage
Your mortgage is set up so that as you pay down principal, an equal amount automatically becomes available in a Home Equity Line of Credit (HELOC). This is the engine of the Smith Manoeuvre.
2
Borrow from the HELOC to Invest
Each month, you draw from the HELOC the exact amount your mortgage principal decreased and invest it in a diversified, income-producing portfolio. The HELOC balance stays the same; your investment account grows.
3
Deduct the HELOC Interest at Tax Time
Because the borrowed funds are used for investment purposes, the HELOC interest is fully tax-deductible under CRA rules. This converts non-deductible mortgage interest into a legitimate tax deduction.
4
Reinvest Your Annual Tax Refund
Your annual tax refund — generated by the HELOC interest deduction — is applied back to your mortgage principal. This accelerates mortgage payoff and makes even more room in your HELOC for investing.
5
Repeat — Compounding Works in Your Favour
Each year the cycle repeats: more principal paid, more invested, larger tax refund, even more principal paid. Over 25 years, the compounding effect is dramatic — you end up with a paid-off home and a substantial investment portfolio.

Key Benefits of the Smith Manoeuvre

💰
Tax Refunds Every Year
The HELOC interest is tax-deductible, generating an annual refund that gets reinvested to accelerate the strategy.
📈
Investment Growth from Day 1
You start building your investment portfolio immediately — you don't have to wait until the mortgage is paid off.
🏡
Faster Mortgage Payoff
Annual tax refunds applied to principal mean your mortgage gets paid off faster than under a standard repayment plan.
🔄
No Extra Cash Required
The strategy uses money you're already paying each month — no lifestyle changes or extra contributions needed.

Smith Manoeuvre vs. Traditional Mortgage

Feature Traditional Mortgage Smith Manoeuvre
Mortgage interest tax-deductible✗ No✓ Yes
Investing while paying down mortgage✗ Sequential✓ Simultaneous
Annual tax refund✗ None from mortgage✓ Generated each year
Investment portfolio at end of amortization✗ Starts from zero✓ 25 years of growth
Extra monthly cash requiredNone✓ None either
CRA approvedN/A✓ Fully legal

Free Resources to Learn More

🎓

Free Mini-Course

Under 30 minutes. Learn the core Smith Manoeuvre strategy used by thousands of Canadian homeowners — at your own pace, completely free.

Access Free Mini-Course →
📅

Free Monthly Webinar

Join Leo live on the fourth Monday of every month for a deep-dive into the Smith Manoeuvre with real client examples and live Q&A.

Register for Next Session →
Leo Falkovsky
Smith Manoeuvre Certified Professional (SMCP) CMP Designated FSRA Licensed 25+ Years

Leo Falkovsky

I'm a mortgage broker, Smith Manoeuvre Certified Professional (SMCP), and licensed real estate agent with over 25 years of experience in Ontario. I became certified in the Smith Manoeuvre because I believe most Canadians are leaving significant wealth on the table by following conventional sequential financial advice.

Every client situation is different — your home value, income, tax bracket, and investment comfort level all affect how the strategy performs for you. My job is to run the real numbers for your specific situation and help you decide if the Smith Manoeuvre is a fit.

Book a Free Strategy Call →

Ready to See What the Smith Manoeuvre Could Do for You?

Book a free 30-minute strategy call. Leo will run the numbers on your specific mortgage, income, and goals — no obligation, no pressure.

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Leo Falkovsky — Mortgage Broker & Real Estate Agent | 8Twelve Mortgage | RE/MAX Hallmark Chay Realty