Sara Halstead

Background

About Sara Halstead

Sara is a seasoned financial advisor who brings a thoughtful and modern approach to wealth management. Since launching her career in 2012, she has guided clients through all stages of life with clarity and care. She further refined her client-first philosophy joining IG Wealth Management in 2019 to align with an organization focused on holistic financial planning. “My fiduciary commitment; to make decisions based on value, not on return. There is a large opportunity cost in trying to chase the market and not your dreams. As life twists and turns, we navigate. Financial freedom takes time, the market rolls in cycles - as does life. I want to see our clients and all that they have earned, invested fully into their life - to sustain the ebbs and flow. Our team is here to support our clients, and our community.” Sara specializes in working with high-income, health-seeking professionals —those who value wellness, financial independence, and the freedom to live on their own terms. Through personalized planning, lifestyle-oriented education, and a strong commitment to long-term relationships, she helps clients integrate wealth strategies into their lives with intention and purpose. “Find an advisor that aligns with your values, simplify your life.” Curiosities: 1. There is an incredible division of assets happening. women will control the majority of the wealth decisions in Canada by 2026. Women are running major, profitable organizations and studies show we feel less comfortable discussing our personal financial picture. My second curiosity lies in behavioral investing. why do we delay our wealth and estate conversations? How and when do you pass your assets on at a time that it will make the greatest impact on someone else's life?