Skip to main content

Dan Stimson

Investment Advisor

  • B.Comm. (Hons)

"Our discovery and wealth management approach is driven by what matters most to you"

Dan Stimson is a registered Investment Advisor and has worked with TD Bank Group for over 7 years, and strives to provide exceptional customer service and advice to his clients. His previous experience in personal, small business, and agricultural banking, provides an ideal foundation for his work as an Investment Advisor and as part of Bennett Stimson Wealth Advisors, with Vice President, Portfolio Manager and Investment Advisor, David Bennett, CFA.

Dan feels that attention to detail, organizational skills, and strong work ethic signify his appreciation and respect for his clients. He is effectively supported by a team of administration as well as by other TD Specialists for investment products, estate and tax whose teamwork and professionalism help build and sustain long term relationships with high net worth clients.

Dan is a proud graduate from the University of Lethbridge, where he obtained a Bachelor of Management (Finance) degree with Great Distinction Honours. Dan believes that advisors owe their clients the commitment of continuous education to keep pace with a dynamic investment environment. Dan is currently pursuing many designations including his CIM® to further strengthen his knowledge and understanding of the investment landscape.

Dan resides in Lethbridge and is happily married to Kelsey, who is a Chartered Accountant and Instructor at the University of Lethbridge in the Accounting department. Dan and Kelsey have three young children Owen, Emmy, and Luke. Away from business, he enjoys a healthy lifestyle of golfing, hockey, and spending quality time with his family and friends.

Please feel free to give Dan a call to learn more about the Wealth Management solutions offered at TD Wealth Private Investment Advice.

Bennett Stimson Wealth Advisors consists of Dan Stimson, Investment Advisor and David Bennett, Portfolio Manager, Investment Advisor. Bennett Stimson Wealth Advisors is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. TD Waterhouse Canada Inc. is a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc. – Member of the Canadian Investor Protection Fund.


Branch Office: (403) 382-2860
Branch Fax: (403) 382-2866

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.


You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

MoneyTalk Investing

Cut out the noise.
Hear what matters.
Watch our top story now

MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives June 2018

Embrace human behavior is the second principal of our Risk Priority Management philosophy, which we define as follows:

Can your kids afford to inherit the family cottage?

Early in their marriage, Pat and Marlene caught the cottage fever after summers of cottaging in rented properties.

Stashing Your Cash

Maybe you’ve checked your cash flow, and identified some extra money in your monthly budget to sock away, or maybe you’ve gotten a commission or bonus from your employer and are looking to put it aside for a rainy day.

Do you know someone who would benefit from my services?