Sara Halstead - IG Wealth Management

Sara Halstead - IG Wealth Management Senior Wealth Advisor
CFP, CLU, RRC
IG Wealth Management Inc. Mutual Funds Division

08/27/2026

Every financial plan starts in the same place: where you are today.

From there, we build a roadmap toward where you want to go!

08/25/2026

What if we changed one sentence?

Instead of saying, “We can’t afford that,” try, “We’ve chosen to spend our money elsewhere.” It’s a small shift that encourages intentional spending!

08/21/2026

A little something different is on the calendar this September! 🎤

I’ll be speaking at a Women’s Leadership Conference in Winnipeg on September 10th, alongside other female IG advisors presenting at events across Canada!

This will be my first time giving a 40-minute conference presentation, and with the length of the presentation and a topic that’s a little outside my usual comfort zone, I have a feeling the whole process will be equal parts exciting, intimidating, and fun!

The prep has already involved plenty of brainstorming, feedback, and bouncing ideas off of great women around me.

I think I’ll bring you along for the process…so consider this conference prep update #1! 👀

And if you’re heading to the Winnipeg conference, I hope to see you there!😊

08/20/2026

Tax rules change. Good planning adapts.

Income splitting may be more complex today, but for some families it can still create meaningful tax savings!

08/18/2026

One phrase I’d love for people to stop saying is, “I should know this”.

Personal finance isn’t something most of use were taught. Asking questions is how confidence grows!

08/13/2026

Good advice welcomes good questions.

Whether your advisor is family or not, trust grows through accountability, communication, and regular conversations!

08/11/2026

Market declines don’t just create uncertainty, they also create opportunity!

The question isn’t always, “Should I sell?” Sometimes it’s, “Am I prepared to take advantage of this?”

08/06/2026

Sometimes financial planning starts with one important question: “Will I be okay?”

Planning isn’t only about growing wealth. It’s about creating confidence when life is uncertain.

08/04/2026

You do not need to know everything before you begin!

Start with good habits. Complexity can come later, with a plan that grows alongside your life.

07/30/2026

The timing of a financial decision can be just as important as the decision itself!

Good planning isn’t about doing everything today. It’s about doing the right things at the right time.

Address

461 Sterling Lyon Parkway, Unit 2
Winnipeg, MB
R3P2S8

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+12042579100

Website

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