Meet the Team

David Bennett

David Bennett

Senior Wealth Advisor & Portfolio Manager
David Bennett is a Senior Wealth Advisor & Portfolio Manager with Bennett Stimson Wealth Advisors. When not with clients, he is charged with leading portfolio and investment strategy. David is proud to join Wellington-Altus after 23 years with a major Canadian bank-owned brokerage firm.

After earning his Bachelor of Arts (Economics) from the University of Winnipeg, David continued his commitment to higher learning by earning several important industry designations: CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Investment Manager (CIM®), and what most in the industry consider the gold standard in money management education, the Chartered Financial Analyst (CFA®). David has also taught finance at the University of Lethbridge in the Dhillon School of Business.

David is proud of the path he took to arrive in his position today. Hired as an entry-level assistant in 1999, David quickly earned his way to Associate Investment Advisor (2003), Investment Advisor (2008), Portfolio Manager (2013), and Senior Investment Advisor and Portfolio Manager (2015).

Building long-lasting relationships is what motivates David each day. Professionally, he enjoys the challenge of assisting clients with building and monitoring strategies designed to endure the emotions of markets while removing the stress, anxieties, and sometimes burden that can come with their wealth. When done right, long-lasting relationships are often the result.

David is humbled by the love and support of his wife Sherri and their three rescue dogs – Marv, Dale, and Harriet. An outdoor enthusiast, he can often be found riding all things on two wheels. Always up to something, David is most excited about pedaling the Great Divide Trail with his friends over the next few summers. David thoroughly enjoys meeting new people and would love the opportunity to see if Bennett Stimson Wealth Advisors can add value to your financial journey.

Dan Stimson

Wealth Advisor
Dan Stimson is a 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.

Debby Bales

Debby Bales

Investment Associate

Debby Bales is an 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

Robert Bedford


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.