Chris Daniels

Wealth Advisor & Associate Portfolio Manager


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.