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.
Wellington-Altus Gestion Privée est membre du Fonds canadien de protection des épargnants et de l’Organisme canadien de réglementation du commerce des valeurs mobilières.