Our Team

Dale Wells

Dale Wells, CIM

CEO, Chief Investment Officer, and Chief Compliance Officer

Location: Lloydminster, AB

With over twenty five years of industry experience, Dale is a registered Portfolio Manager and Chartered Investment Manager. Prior to founding Wells Asset Management, Dale enjoyed a successful career working with both IIROC and MFDA member firms, and built a welcome reputation with investors as a professional with contrarian views. Always challenging conventional wisdom, Dale founded Wells, determined to provide investors with alternatives to traditional investing. With targeted investment returns of a modest six percent on invested capital, net of all fees, and relatively an objective of low levels of risk in investments not correlated to traditional financial markets, Dale has developed an exclusive family of income funds. Having grown up in rural central Saskatchewan, Dale learned many of his core values from his father; a well-regarded amateur tax and finance specialist. He remembers his father telling him “Son, if you are going to be in this business there are only two things you need to know. Nobody wants to lose money … and everyone wants to make money.” And with over twenty five years in this business, Dale is more sure now than ever that his father’s advice was spot on. Dale coined the phrase ”unBank Your Financial Future” which refers to the Wells approach to investing; a metaphor for being open to non-traditional methods and strategies of investing in order to help secure, preserve, protect, and grow your financial future.

Dale is a proud Canadian. He is a happily married, proud father of four, and the very proud grandfather of seven. His primary residence remains the family homestead on which he grew up in rural central Saskatchewan. Dale travels frequently across central and western Canada to meet with Wells clients and associates.

Landen Wells

Landen Wells

Client Administration Manager
Dealing Representative

Location: Lloydminster, AB

Landen enjoyed early career success in both the automotive industry, and more recently, the oil and gas sector, as a key member of the start-up team for a new waste-recovery facility in northern Alberta.

Following in his father’s footsteps, Landen has entered the investment industry and currently manages the firm’s client administration requirements.

Landen Wells

JoAnne Hughes

Office Coordinator

Location: Lloydminster, AB

JoAnne provides office administration and executive support to the Wells senior management group. She is a high energy and active team member who brings a warm, friendly approach to all aspects of her responsibilities.

Jenna Wells

Jenna Wells

Client Administration Supervisor

Location: Lloydminster, AB

Jenna provides administrative support and oversight, and works closely with both the marketing and client administration groups.
She holds a Bachelor of Education degree from the University of Alberta, with a major in biology and a minor in mathematics.
Jenna is married with two young children, and is currently the President of Greenstreet Recreation Association in SK.

 

Meisu

Meisu Wang

Client Services

Location: Lloydminster, AB

Meisu is fluent in both Mandarin and English and assists our foreign clients with translation and making the transition to Wells Asset Management both a comfortable and reassuring experience. Meisu also provides important support to the many marketing events and activities hosted by the firm each year.
Meisu is devoted to the service of her family, friends, and charities in the Lloydminster area.