Meet the Team

Leah Bourgeois CFP, FMA, RFP
Wealth Advisor, Portfolio Manager and Financial Planner
Tel: 403.355.6041

Leah is a Certified Financial Planner and Portfolio Manager with over 30 years of experience working in personal financial services. Her unique approach of uncovering what drives each individual client creates a deeply personal connection. By implementing financial strategies designed to support their personal and lifestyle objectives, Leah’s clients are able to successfully live their lives in a meaningful way. She is inspired by empowering these individuals who, in turn, support and engage others around them. 

An avid learner, Leah has completed her Registered Financial Planner designation through the Institute for Advanced Financial Planners. This designation is described by professional members as practicing mastery level financial planning in Canada. She is an advocate for social programs focused on providing women the skills they need to re-enter the workforce and secure financial independence. 

When she isn’t working, you will find her encouraging her 2 grown children, reading fiction, or tending plants. She loves traveling to new destinations to explore other societies and cultures and returning regularly to visit her family in coastal BC.

“Balance in all things” — Leah 

Reina Mitchell B. Comm, FMA
Associate Investment Advisor
Tel: 403.355.6042

Originally from Halifax, Nova Scotia, Reina and her family have called Calgary home for the past 23 years. With a Commerce degree from Saint Mary's and a 20-year career in banking, Reina previously worked for a large Canadian financial institution specializing in private banking and building collaborative strategies around wealth management. She has also successfully attained multiple financial designations through the Canadian Securities Institute including the Financial Management Advisor program. 

Reina joined the Bourgeois team in 2021 and works closely with Leah to deliver extensive financial experience and holistic wealth management to their clients. Her strengths include developing and navigating her clients through all of life's milestones and facilitating solutions through tailored plans and attention. Reina's passion is rooted in the success of those who work with her as well as her ability to nurture lasting intergenerational relationships. 

When Reina isn't working, you will find with her 2 sons skiing, skating, or hiking. She is an avid traveler, a better-than-average chef, and an active community volunteer.