Bennett Stimson Wealth Advisors is a family office located in Lethbridge, Alberta which provides comprehensive wealth management solutions to clients across Western Canada. The team is led by Vice President, Portfolio Manager and Investment Advisor David Bennett, CFA, C.F.P., CIM. David is joined by Investment Advisor Dan Stimson Client Relationship Associate Jodi Poulsen and Client Service Associate Lori Wojtowicz.
With over 70 years of combined industry experience, Bennett Stimson Wealth Advisors has expertise in high net worth planning and portfolio management for families, business professionals, farmers, colonies, and foundations.
When developing a holistic wealth plan, the team utilizes their experience and works in collaboration with TD Specialists who provide expertise in the areas of:
- Retirement Planning
- Estate Planning
- Business Succession
- Insurance Solutions
- Private Banking
- Commercial/Agriculture Services
- Philanthropic Giving
This comprehensive approach enables Bennett Stimson Wealth Advisors to help facilitate legendary customer experience and to endeavor to exceed expectations as they develop deep relationships with the high valued clients they work with.
Please feel free to give David, Dan, Jodi or Lori a call to learn more about how Bennett Stimson Wealth Advisors can play a role in your wealth journey.
Bennett Stimson Wealth Advisors is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.