Meet the Team

THE SMITH GROUP

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.

SPECIALIST RESOURCES

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.

Edmond So

B. BA, Investment Analysis


Edmond brings a variety of financial service experiences to The Smith Group. Including work with ATB Financial and TD Canada Trust, Edmond has spent the last five years as a successful Wholesaler with TD Asset Management. Now, as the Western Regional Manager with Great-West Life Group of Companies, he spends his time working with top investment advisors. His experiences working with both independent and bank-centric financial advisors is a welcome addition to our team.

Rem A. Sotelo

CMT, CFTe, CIM, FCSI, Securities Specialist


Rem brings a strong experience in the investment planning industry to The Smith Group. As a Securities Specialist with Canada Life through Credential Qtrade Securities, Rem consults with affiliated advisory firms across Alberta –servicing their clients exclusively with trading and portfolio services to facilitate asset consolidation strategies. Rem served as a Committee Member of the Tax and Economic Affairs Committee through the Calgary Chamber of Commerce. He holds the Chartered Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI), Certified Financial Technician (CFTe), and Chartered Market Technician (CMT) designations. Rem is an active Member of the CMT Association, The International Federation of Technical Analysts, and The Canadian Society of Technical Analysts.

Access expert advice on stocks and bonds, and award-winning online trading, through Credential Qtrade Securities in alliance with Canada Life. 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.