Sara Halstead is a CERTIFIED FINANCIAL PLANNER^® professional based in Winnipeg, Manitoba. For the past 15 years of her career, she has helped physicians, business owners, executives, and successful families make informed decisions about their wealth and build financial strategies that support the lives they want to lead.

Sara provides comprehensive wealth planning for clients whose financial lives have become more complex as their careers, businesses, and families have grown. Her approach brings together investment planning, tax-efficient strategies, retirement and income planning, estate and legacy considerations, insurance planning, business and succession planning, and charitable giving into one coordinated financial strategy.

Rather than looking at financial decisions in isolation, Sara helps clients understand how each choice may affect the others. Whether a client is building wealth, preparing for retirement, managing an incorporated business, creating a dependable retirement income, or considering how to transfer wealth to the next generation, she provides clear guidance grounded in the client’s priorities.

Sara works primarily with physicians, business owners, incorporated professionals, high-income earners, and families who value thoughtful advice and a long-term planning relationship. Based in Winnipeg, she serves clients across Manitoba, Ontario, and British Columbia through a collaborative planning process.

A central part of Sara’s work is helping clients simplify complex financial decisions. She and her team collaborate with the other professionals in a client’s life, including accountants and legal advisors, to create greater coordination across their financial affairs. This integrated approach allows clients to spend less time managing disconnected financial decisions and more time focusing on their families, careers, businesses, and personal goals.

Sara believes financial planning should support both the life a client wants to enjoy today and the future they are working to build. Her advice is personal, practical, and designed to evolve as a client’s circumstances, priorities, and opportunities change.

Sara’s areas of focus include:

• Comprehensive financial and wealth planning
• Investment planning and portfolio strategy
• Tax-efficient wealth strategies
• Retirement and retirement-income planning
• Planning for physicians and incorporated professionals
• Business-owner and succession planning
• Estate and legacy planning
• Insurance and risk-management planning
• Intergenerational wealth planning
• Charitable giving strategies

Personal philosophy

Sara believes wealth should support a life well lived.

Rather than reacting to short-term market movements, her philosophy centers on thoughtful planning, disciplined investing, and keeping each client’s financial decisions aligned with their long-term goals. She views money as a tool that can help clients care for their families, enjoy meaningful experiences, pursue professional and personal opportunities, and create a lasting impact.

Financial freedom takes time. Markets move in cycles, and so does life. Sara’s role is to help clients navigate those cycles with clarity and confidence so they can remain focused on what matters most and continue investing in the lives they are building.

“Find an advisor who aligns with your values, simplify your financial life.”

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