Senior Wealth Advisor
Dan Stimson is a Senior Wealth Advisor and joined Wellington-Altus after 13 years with a major Canadian bank and investment firm.
Dan is a proud graduate of the University of Lethbridge, where he obtained a Bachelor of Management – Finance, with Great Distinction Honors. Dan has earned his Chartered Investment Manager (CIM®) designation as a commitment to his clients and to further his investment scope and industry education.
Passionate about attention to detail, Dan is driven to deliver an exceptional service experience and focuses on building strong, trusting relationships with his clients.
Dan is married to the love of his life Kelsey, and has three growing children, Owen, Emmy, and Luke. Away from business, he enjoys a healthy and active lifestyle of hockey (coaching and playing), golf, biking, and spending quality time with his family and friends.
Please feel free to give Dan a call to learn more about the solutions and offerings through Bennett Stimson Wealth Advisors.
Senior Investment Associate
Debby Bales is a Senior Investment Associate with Bennett Stimson Wealth Advisors. Debby is responsible for all client administrative tasks. This includes account openings, transfers, updates, and ensuring all payments are made in a timely manner. Debby has worked in the financial services industry for more than a decade. She has been with Bennett Stimson Wealth Advisors since 2018.
After spending most of her career in retail banking, Debby has quickly adapted her skill set to the securities industry. She completed the Canadian Securities Course in 2020 and is a registered Investment Representative.
Debby takes a great deal of pride in being very detailed and task-oriented. She is known by her co-workers as approachable, hardworking, and someone who seldom makes mistakes.
Debby is a lifelong Lethbridge resident. Outside of work, Debby enjoys hiking, fishing, and spending quality time with family and friends.
Debby is often our clients’ first point of contact on most issues. She is excited about utilizing Wellington-Altus’ investment in technology to improve our client service and delivery.
Robert Bedford is an Associate with Bennett Stimson Wealth Advisors. Passionate about client service, Robert comes to the team after nearly 20 years as a personal/small business/agriculture account manager at a major Canadian bank. Robert is responsible for overseeing client experience and leads the business development and client acquisition strategy.
After receiving his diploma in Ski Resort Operations and Management from Selkirk College, Robert moved to Lethbridge where he earned his Bachelor of Management – Finance from the University of Lethbridge.
During his time at the University of Lethbridge, Robert met his future wife Lindsey and made southern Alberta home. Robert and Lindsey are busy raising their two children, Charlotte and Robbie, and when not working they can be found heading out to the mountains to ski and mountain bike.
Robert is known by his family, friends, and colleagues as a great listener, driven to learn more about people and their journeys. Robert is a great place to start if you are considering Bennett Stimson Wealth Advisors.
