Meet our team

With nearly four decades of experience in financial services, Greg has built his career around one core belief: true wealth management starts with a plan. From the very beginning, he’s been passionate about helping individuals and families clarify their goals, design thoughtful strategies, and make confident financial decisions.

Greg takes a planning-first approach — collaborating closely with clients to align their investments with their lives, not the other way around. Known for his long-term relationship focus and his clear, down-to-earth communication style, Greg’s clients value his expertise and his genuine care for their success.

Outside of work, Greg remains an active member of his community, giving back through local causes that matter to him. He is married to Gail, and they have three beautiful daughters that keep them busy away from the office.

Chris Daniels brings nearly a decade of investment-management experience to the team, with strong expertise in security selection, asset allocation and portfolio construction. Working alongside Greg, he helps design and maintain portfolios tailored to each client’s unique goals while supporting the team’s broader financial-planning work.

Chris earned a Bachelor of Arts in Economics and General Management from the University of Manitoba and holds the Chartered Investment Manager (CIM®) designation. Outside the office, he enjoys spending time with family, golfing, playing hockey and traveling.

With more than three decades of experience in the financial services industry including almost ten years with Bieber Wealth.Lori is known for her reliability, professionalism and deep commitment to client care.

As a licensed professional, she supports the team in delivering exceptional client service. It’s her high standard of service that contributes to fostering the long-term relationships that define Bieber Wealth.