Your path to financial freedom starts today.

As a wealth planner, I've witnessed firsthand the challenges Canadian homeowners face. Rising costs, economic uncertainty, and the pressure of balancing mortgage payments with retirement planning leave many feeling like they're running in place financially.

What's become increasingly clear is that traditional financial advice often falls short. Most Canadians are told to pay down their mortgage first, then start investing—a sequential approach that costs them decades of potential growth and tax advantages.

That's why I became a Smith Manoeuvre Certified Professional™.

This strategy offers a powerful alternative that allows homeowners to convert their mortgage into a wealth-building tool without finding extra room in their monthly budget.

What drives me is helping clients achieve financial outcomes they once thought impossible. By transforming how your largest expense works for you, we can create a path to both mortgage freedom and investment growth simultaneously.

Let's explore how this approach might work for your specific situation.

-Travis

Travis Pleasant, Wealth Planner
Smith Manoeuvre Certified Professional™

The Smith Manoeuvre™

It's time to master your mortgage

Start here

Ready to see how The Smith Manoeuvre™ could transform your financial future?

Get immediate access to our free mini-course below!

In under 30 minutes, you'll discover a proven strategy that has helped thousands of Canadians become mortgage-free sooner while building significant investment wealth.

Come learn more at our next live webinar.

Has your interest been piqued? Come join us for our next completely free monthly webinar.

Held on the fourth Monday of each month, this session offers all Canadians the opportunity to learn The Smith Manoeuvre™ basics directly from a member of our leadership team.

No pressure, just practical information to help you decide if this strategy is right for you.

Take the first steps today

Your Smith Manoeuvre Certified Professional™

Travis Pleasant

I specialize in comprehensive financial planning, tax planning, estate planning, and life insurance planning, helping my clients gain clarity and confidence in their financial futures. My focus is on creating personalized strategies, ensuring individuals and families achieve their financial goals with a clear roadmap tailored to their unique needs.

I hold an Oil & Gas Technologist diploma from Texas Tech University (2011) and have earned key certifications, including the Investment Fund in Canada (MFDA) designation from the Canadian Securities Institute (2018), the Life License Qualification Program (LLQP) from the IFSE Institute (2020), and the Smith Manoeuvre Certified Professional (SMCP) designation. These credentials reflect my commitment to professional growth and delivering expert financial advice.

One of my proudest career achievements is my ability to develop customized financial plans that empower clients with confidence in their financial futures. In my personal life, I take great pride in my loving family, finding joy in traveling together and raising active, sporty children. I enjoy recreational baseball in my spare time and embrace the thrill of snowboarding in the mountains.

My personal philosophy is to “turn fear into excitement,” a mindset that fuels my passion for seizing opportunities and inspiring others to do the same. By combining expertise with a client-first approach, I strive to make a lasting positive impact on the lives of those I serve.