Meet the Team


Business and Estate Planning

Smith Group is a leading financial practice in Medicine Hat. We provide clarity and confidence to our clients by specializing in risk management, employee benefits, wealth management, estate and succession planning.

Kent D. Smith

B.A., B.Econ., C.L.U., President

Kent Smith is the founder and President of The Smith Group Business & Estate Planning Inc. Kent started in the Financial services industry in 1989 and incorporated his own Wealth Coaching Firm in 1998. In addition to being a Qualifying and Life Member of Million Dollar Round Table, Kent is also a member of Advocis and of CALU (Conference for Advanced Underwriting).
Education and Professional Designations:
  • Bachelor of Arts and a Bachelor of Economics from St. Andrews University in North Carolina, U.S.A., with a
  • Chartered Life Underwriter, Canada’s premier wealth transfer and estate planning designation.

Kelly M. Schlenker

B.Ed., Director of Client Services

As the Director of Client Services, Kelly oversees the Operations of the firm, is involved in all product areas, and is fully engaged in our unique planning process adding value to our clients’ experience with our firm. Establishing and maintaining our valued client relationships, Kelly’s primary areas of focus are Estate Planning, Living Benefits, and Employee Benefits.
Education and Professional Designations:
  • Bachelor of Education degree from the University of Lethbridge
  • Life License Qualification Program
  • Licensed with the Alberta Insurance Council
  • Member of Advocis, the Financial Advisors Association of Canada.

Nicole M. Hills

Executive Assistant

Nicole’s primary role is devising and implementing all systems and processes for the team at The Smith Group Business & Estate Planning Inc. Nicole assists in the critical area of client care, with a focus on Investment Administration. Nicole’s strengths are in designing, coordinating, and implementing the processes that are paramount to the success of our team.
Education and Professional Designations:
  • Office Administration diploma from the Maritime Business College
  • Completed Canadian Investment Funds Course through the IFSE Institute
  • Commissioner For Oaths in and for the Province of Alberta
  • Completed Financial Planning Foundations course through Advocis

Levi K. R. Smith

B.Comm., Associate

Levi brings not only solid credentials, but a fresh youthful perspective to our systems and processes. Levi’s strong personal integrity, and impeccable work ethic make him a valuable member of our Firm. In his capacity as Associate, he is looking forward to working with our clients and adding value to our Firm.
Education and Professional Designations:
  • Bachelor of Commerce from the University of Alberta

Natalie L. Motz

Administrative Assistant

As the newest member to join our Team, Natalie brings a distinct passion for excellence, and professionalism. Her primary area of focus is assisting our Team in the areas of both Wealth Management and Estate Planning, with integrity and precision. Her attention to detail, highly attuned organizational skills and warm, client-focused manner are a welcome addition to our Firm.


Access to a well rounded team of specialists

When you work with the Smith Group you have access to our multiple specialist resources.

Rob Gillings

CFA, TEP, Portfolio Analyst

Rob has a unique Consulting role with our firm. He brings a wealth of expertise and knowledge of the investment industry to the table and is continually researching and writing about the many aspects of personal finance. Rob offers unique value-added services in the area of portfolio analysis, working with Kent to bring solid solutions to a select group of our clientele.

Jason Belair


Check back for additional updates soon.

Terry Dusmann

Securities Specialist

In his role as Securities Specialist for our Firm, Terry brings a wealth of experience in the securities industry to the table. He is passionate about educating and advising Clients on their Portfolios, utilizing disciplined strategies that are tailored to their specific needs and situations. One size does not fit all, and Terry understands that each Client has their own unique requirements to see their goals achieved.

Access expert advice on stocks and bonds through Canada Life Securities Inc. Talk to us to find out more.

Michael Vukets

C.P.A., C.A.

As the Founder and Principal of Vukets & Associates, Michael works with affluent Canadian families, specializing in Estate Planning, Corporate and Personal Tax integration, as well as intergenerational wealth transfers. Formerly the youngest Partner ever appointed with KPMG, Michael brings a wealth of experience to his specialized practice with a focus on helping clients achieve their philanthropic objectives.