Meet The Team
Portfolio Manager
Investment Advisor
BBA
CIM®
Michael graduated with a business degree from theUniversityofRegina(B. Admin.) in 1993. He has been advising high-net-worth clients in the strategic management of their investments for more than 20 years. Over time, Michael has learned that a goal-oriented approach to wealth management works best for most investors, who often share similar financial goals of creating a lasting retirement income, financially assisting children or grandchildren, minimizing taxes, planning to transition assets through their estate, and perhaps leaving a legacy through a contribution to charity.
Michael and his wife Colleen have two daughters. Outside the workplace, Michael enjoys spending time coaching his daughters’ sports teams as well as playing hockey, golfing and skiing.
Portfolio Manager
Investment Advisor
B. Econ
CIM®
Trevor has been working closely with affluent families in the Calgary area for more than 25 years. His extensive experience with complex personal, family and business scenarios has helped successfully usher his clients through several business cycles by focusing on disciplined, goals-based strategies.
Trevor graduated from the University of Calgary with a Bachelor of Economics and holds the Chartered Investment Manager (CIM®) designation. He is active in the local community in a volunteer capacity with the Alberta Division of the Duke of Edinburgh International Award program, which encourages excellence, growth and development of youth. Trevor lives in Calgary with his wife and young daughter. A sports enthusiast, when he’s not working, you’ll often find him at the rink, on a ski hill or playing golf.
Smith Church Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Client Service Associate
Client Service Associate
Prior to joining Smith Church Wealth Management more than 7 years ago, Leanne worked in a variety of positions with TD Bank Group and local branch offices. Leanne is regularly in touch with clients to facilitate all their interactions with the team. She aims to provide legendary client experience for clients, execute all administrative functions in a timely and accurate fashion and maintain team operations in compliance with financial regulations.
Leanne holds a Bachelor of Arts from the University of Calgary, majoring in Spanish (¡hola!). She lives in Calgary with her husband and two young children. Outside of the workplace, Leanne is busy with her young family, but finds time to enjoy hiking, camping and crafting.
Administrative Associate
Administrative Associate
Joining the Smith Church Wealth Management in 2020, Amy’s duties include administrative support, client care and coordination, all while keeping the team up to date with its marketing and social presence! Amy holds a Business Administration Certificate from Southern Alberta Institute of Technology. Her experience comes from the group insurance industry and the oil and gas sector, where she specialized in PR, marketing, and client relationships. Amy is a born and raised Calgarian. She holds a deep-rooted love for the city and the nearby Rocky Mountains. Amy loves exploring the world abroad, riding her motorcycle, taking photos of absolutely everything and sharing these experiences with her family.
Client Service Associate
Client Service Associate
Prior joining the Smith Church Wealth Management team in the summer of 2023, Donna has more than 12 years of experience, in a variety of positions within the banking industry. Donna’s experience has taught her the importance of being diligent, thorough and paying close attention to detail when it comes to the execution of her administrative tasks. Her unwavering commitment, kindness and compassion for that of her team and their clients is a joy and privilege to be around.
Donna holds a Bachelor of Science degree major in Financial Management from De La Salle Lipa, Philippines and a Global Business Management from Conestoga College, Ontario. When Donna is not in the office, she enjoys traveling, experiencing different cultures and seeking out new culinary tips, treats and tastes.
