Sara Halstead - IG Wealth Management

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

09/03/2026

Conference prep update #2! šŸŽ¤

Weā€™ve officially moved from brainstorming and planning to pacing around the office and rehearsing out loud. šŸ˜…

With September 10th getting closer, Iā€™ve been working through my presentation, figuring out what flows, what needs some tweaking, and how it all comes together for the full 40 minutes.

Thereā€™s still some fine-tuning to do, but itā€™s starting to feel a lot more real!

Hereā€™s a little glimpse into what the rehearsal stage is currently looking like. šŸ‘€

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, ā€œWe canā€™t afford that,ā€ try, ā€œWeā€™ve chosen to spend our money elsewhere.ā€ Itā€™s a small shift that encourages intentional spending!

08/21/2026

A little something different is on the calendar this September! šŸŽ¤

Iā€™ll be speaking at a Womenā€™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 thatā€™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 Iā€™ll bring you along for the processā€¦so consider this conference prep update #1! šŸ‘€

And if youā€™re heading to the Winnipeg conference, I hope to see you there!šŸ˜Š

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 Iā€™d love for people to stop saying is, ā€œI should know thisā€.

Personal finance isnā€™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 donā€™t just create uncertainty, they also create opportunity!

The question isnā€™t always, ā€œShould I sell?ā€ Sometimes itā€™s, ā€œAm I prepared to take advantage of this?ā€

08/06/2026

Sometimes financial planning starts with one important question: ā€œWill I be okay?ā€

Planning isnā€™t only about growing wealth. Itā€™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.

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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