Treena Nault CFP®, RRC
The relationships I’ve built with clients are tremendously important to me. My commitment to their success and doing everything necessary to make it happen is the cornerstone of my practice.
Treena is a CERTIFIED FINANCIAL PLANNER professional and the owner of Nault Group Private Wealth Management. With more than 33 years of experience at IG, she began her career at head office and became a Financial Planner in 2005. Treena is passionate about assisting pre-retirees, retirees, and medical professionals live their best lives, with a special focus on addressing the financial needs of women.
Outside of work Treena is a dedicated community advocate with a passion for giving back and inspiring others. Known for her engaging speaking appearances, she actively shares her experiences and insights at various events. When she's not making a difference locally, Treena loves to explore new destinations. At the end of September, she will embark on an exciting trip to Italy, eager to immerse herself in its rich culture and history.
Sara Halstead CFP®, CLU, RRC
As life twists and turns, we navigate together. Financial freedom takes time; the market rolls in cycles - as does your life. I want to see you and all you have earned invested fully into your life - to sustain the ebbs and flow.
Sara launched her career as a CERTIFIED FINANCIAL PLANNER professional in 2011, specializing in helping physicians, self-employed professionals, and clients approaching retirement. She joined IG Wealth Management in 2019 and later became part of the Nault Group Private Wealth team, where she continues to deliver personalized financial guidance.
Outside of her professional life, Sara co-owns a gym in Winnipeg with her husband, Taylor. When she’s not at the gym, Sara is passionate about maintaining a healthy lifestyle through physical activities and well-being. She also enjoys traveling and exploring different cuisines by trying out new restaurants, often sharing these moments with family and friends.
Sydney Nault
As the Operations Manager, I have a hand in nearly all aspects of the business. I take pride in completing whatever comes my way efficiently and timely while keeping the whole team organized and prepped for day-to-day operations.