Chantal Barriault-Craig - IG Wealth Management

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Chantal Barriault-Craig - IG Wealth Management Senior Wealth Advisor At IG Wealth Management, we know today, good financial advice is more important than ever. FP Canada

A good plan is like a road map, helping you to see your destination and the route you need to take to get there. It will have twists and turns, but when built on sound advice and reviewed regularly, it will help you get to where you want to go and keep you on track. As you go through life, there are many ages and stages where financial advice will be of great value to you. I will be with you every step of the way, providing you with the options and knowledge you need to make sound financial choices. As an IG Wealth Management client, you'll be supported by the experience, resources and superior products that have helped make us one of the largest and most respected financial services companies in Canada. We all work to help ensure your financial plan meets your needs in both the short and long term. With my advice, your plan will help you to set savings targets, choose the best financial vehicles, and ensure you have the right mix of investments. * Research has proven that individuals who follow a plan are more likely to start saving earlier and with more commitment, leading to a higher net worth.

09/25/2026

One of the hardest parts of my job happened today.

I said goodbye to a long-time client who has moved out of province, requiring the transfer of their accounts to another advisor.

While I am genuinely excited for their next chapter, there is always a bittersweet feeling when a relationship that has spanned years comes to an end.

Ironically, this is also one of the reasons I love this profession so much.

Many years ago, I made the decision to move beyond the transactional side of financial services. While helping people secure a mortgage was rewarding, I found myself wanting something more. I wanted to build lasting relationships. I wanted to be there for the milestones, the challenges, the celebrations, and sometimes the heartbreaks that life inevitably brings.

Financial planning is about so much more than investments, insurance, tax strategies, or estate plans. It is about people. It is about listening, educating, guiding, coordinating with other professionals, helping reduce stress during difficult times, and celebrating successes when goals are achieved.

Over the years, clients become much more than names on a file. You learn about their families, their dreams, their worries, their accomplishments, and their lives. You are trusted with some of their most important decisions, and that trust is something I never take for granted.

Today served as a reminder that the greatest privilege of my career is not the financial plans I create, but the relationships I have built along the way.

To all of my clients, past and present, thank you for allowing me to be part of your journey. The trust you place in me is a gift that I cherish every day.

And to one very special client beginning a new chapter, thank you for the many years of conversations, trust, laughter, and friendship. I will miss our discussions, but I wish you nothing but happiness, health, and success in the years ahead.

❤️

Tip #5Who receives your assets is important—but so is how they receive them.A well-structured estate plan considers mor...
07/12/2026

Tip #5
Who receives your assets is important—but so is how they receive them.
A well-structured estate plan considers more than beneficiaries. It can also help address when and how assets are distributed based on your wishes and your family's needs.
The details matter, and thoughtful planning today can make a significant difference tomorrow.
Have you considered not just who inherits, but how?
📞 Let's connect and discuss whether your estate plan reflects your intentions.

Tip #4A will is only one piece of the puzzle.Many people are surprised to learn that beneficiary designations on regist...
07/11/2026

Tip #4
A will is only one piece of the puzzle.
Many people are surprised to learn that beneficiary designations on registered accounts and insurance policies can have a significant impact on how assets are distributed.
An effective estate plan ensures your will, insurance policies, and registered plans are all working together toward the same goals.
When was the last time you reviewed your beneficiaries?
📞 Let's discuss whether all the pieces of your estate plan are aligned.

Tip #3 Fair doesn't always mean equal.Every family is unique, and every situation deserves careful consideration.Estate ...
07/10/2026

Tip #3
Fair doesn't always mean equal.
Every family is unique, and every situation deserves careful consideration.
Estate planning is about more than dividing assets—it's about ensuring your wishes are understood and helping reduce potential misunderstandings or challenges for your loved ones.
Planning ahead gives you the opportunity to make thoughtful decisions rather than leaving difficult questions unanswered.

Does your will reflect what "fair" means to you and your family?

📞 Let's have a conversation about your estate planning goals.

Tip #2What happens if a beneficiary passes away before you? What if a family member becomes unable to manage their affai...
07/09/2026

Tip #2
What happens if a beneficiary passes away before you? What if a family member becomes unable to manage their affairs? What if your family situation changes unexpectedly?
A well-designed estate plan considers multiple scenarios—not just the one you hope for.
The question isn't whether you have a plan. It's whether your plan is prepared for life's "what ifs."
📞 If you'd like to review your estate planning strategy, let's connect.

07/08/2026

DON'T LEAVE MONEY ON THE TABLE BECAUSE OF MISINFORMATION!

One of the most rewarding aspects of my work is helping clients uncover opportunities they didn't realize were available to them.

Recently, I assisted a client with a Disability Tax Credit (DTC) application. Like many Canadians, they were convinced they would not qualify. After reviewing their situation, gathering the necessary information, and guiding them through the process, their application was approved by CRA.

The result? Over $13,000 in retroactive tax savings and refunds, along with potential tax relief in future years.

What struck me most was that this client had almost chosen NOT to apply because they had heard conflicting information from friends, family, and social media. Unfortunately, this happens more often than you might think.
One concern I frequently hear is, "What if CRA reviews or audits my return?"
The reality is that Canadians should NEVER be afraid to claim legitimate tax credits and deductions they are entitled to receive.

CRA has review processes in place, and providing documentation when requested is simply part of our tax system. If a claim is properly completed, supported by the required information, and approved based on eligibility, there is no reason to avoid pursuing benefits that could make a meaningful difference to your financial well-being.
The Disability Tax Credit is one of the most underutilized tax credits available. Many individuals living with hearing impairments, mobility challenges, diabetes, cognitive impairments, and other medical conditions may qualify and not even realize it.
The lesson is simple: don't assume you don't qualify, and don't rely solely on what you read online.
We live in a world where everyone has an opinion, but not every opinion is based on facts, experience, or professional expertise. When it comes to tax planning and financial decisions, it pays to seek guidance from qualified professionals and trusted sources.
Sometimes a simple conversation can uncover opportunities that may be worth thousands of dollars—both today and in the years ahead.
If you've ever wondered whether you or a family member might qualify for the Disability Tax Credit, I'd be happy to point you in the right direction.

Tip #1 You may have a will, but does it still reflect your reality today?Families evolve. Relationships change. Assets g...
07/08/2026

Tip #1
You may have a will, but does it still reflect your reality today?
Families evolve. Relationships change. Assets grow. Life happens.
A will isn't a "set it and forget it" document. It should reflect your current family dynamics, wishes, and the potential risks your loved ones could face.
When was the last time you reviewed yours?
📞 If you're not sure whether your estate plan is keeping pace with your life, let's have a conversation.

🤔 Think your will is enough?Many people believe their estate plan is complete once a will is signed. But does it reflect...
07/07/2026

🤔 Think your will is enough?
Many people believe their estate plan is complete once a will is signed. But does it reflect your current family situation, assets, and life's unexpected changes?
A thorough estate plan considers more than one scenario.
Let's have a conversation about whether your plan is working as intended. Reach out today.

05/11/2026

I'm looking to add a full-time Administrative Assistant to my financial planning practice in Barrie.

This is a great role for someone who is:

-Highly organized and detail oriented

-Professional and client-focused

-Interested in building a long-term career in financial services

It is a stable, full time position with strong growth potential for the right person. This is a Hybrid role, with remote work once established in the position. Compensation will be determined based on experience.

If you or someone you know would be a great fit, I'd love to connect.

Please send resumes ( or referrals! ) to: [email protected]

02/20/2026

Big news in the trade world today — and it’s going to matter for a lot of businesses.
The U.S. Supreme Court just cancelled several of the major global tariffs that were introduced under emergency powers. This includes:
• 34% tariffs on China and 10% on most other countries

• 25% tariffs on some goods from Canada, China, and Mexico

• The sweeping “Liberation Day” tariffs that covered imports from almost every country
[nbcnews.com], [theconversation.com] [finance.yahoo.com]
Tariffs that were created under other laws — like those on steel and aluminum — are still in place.
[cbsnews.com], [nbcnews.com]
This decision will create ripple effects for pricing, supply chains, and even future trade negotiations.

If you’re unsure what this might mean for your business or industry, I’m always happy to chat.

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420-55 Mulcaster Street Barrie ON
Barrie, ON
L4N0J4

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+17057919333

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