CHANTAL BARRIAULT-CRAIG, Senior Consultant, IG Wealth Management, Barrie, ON
- CARMEN MORGAN
- May 12
- 3 min read
Updated: May 15
CHANTAL BARRIAULT-CRAIG
“We Are People First” How Chantal Barriault-Craig
Builds Financial Plans That Reflect Lives, Not Just Numbers "
“Financial plans can be so generalized, and they shouldn’t be. We are people first, not numbers.” That principle is at the heart of how Chantal Barriault-Craig approaches wealth advising. Before talking about investments or tax strategies, she begins with stories—about your life, your family, your dreams, and the moments that shaped you. “Tell me about your kids, your dogs, your books,” she says. “Where have you traveled? What do you hope for?”
A Career Rooted in Resilience
Chantal's journey into wealth advising began humbly. As a single mother, she worked full time as a bank teller and part-time as a waitress. “I learned how to stretch every dollar—rubbing two dimes together to make a quarter,” she says. Her financial savvy, forged through lived experience, propelled her into management roles and eventually to become an investment specialist. But something was missing. “I was a mortgage specialist for a while, but once the paperwork was signed, the relationship ended. I wanted to be there for the long haul.” Today, Chantal serves clients across Canada as a Senior Consultant at IG Wealth Management—ranging from Sudbury to British Columbia, and Nova Scotia. Most come through referrals, drawn by her integrity and trustworthiness.
“Every Financial Plan Should Be Different”
“A lot of people can relate to me,” she says. “Because I explain things the way real people understand.” Chantal is bilingual (English/French) and deeply values making financial concepts accessible.
The most frequent question she hears. “Will I run out of money if I retire?” Her answer always depends on the individual.
“It’s not just about numbers. It’s about your lifestyle, your legacy, your risk tolerance. No wealth plan should look the same from person to person—or family to family.”
Chantal has helped clients:
*Plan for early retirement
*Build multi-generational legacies
*Secure complex estates for blended families
*Minimize tax exposure across multiple income streams
On multiple occasions she has been able to recover thousands of dollars by identifying a missed disability tax credit—a detail overlooked by multiple professionals. “I fill in the gaps that numbers alone can’t explain,” she says.
Empathy Built from Experience
Chantal has experienced profound personal loss—her father to brain cancer, an uncle to bone cancer, an aunt to ALS, and two cousins to drowning.
“I’ve been through hard things,” she says. “When clients are going through grief or uncertainty, I understand. Our stories matter.”
These life experiences have given her the emotional intelligence to handle delicate conversations—about illness, legacy, family tension, or uncertainty about the future.
Helping All Families Plan Their Future
Chantal frequently supports Indigenous families, helping them understand the financial implications of living or working on and off reserve. She also serves blended families, where estate planning often requires mediation and sensitive discussion.
“With the tools we use at IG, the more life detail we enter, the more personalized the output. The tech is smart—but it’s the conversation that matters most.” In many cases, Chantal becomes more than a financial advisor—she’s a listener, a guide, and sometimes a mediator who helps ensure all voices are heard in the planning process."
“Living through the Depression, market crashes, immigration, loss—clients carry these stories with them. I want to help lift that weight and give them peace of mind.”
— Chantal Barriault-Craig
Carmen Morgan is a skilled business writer and storyteller, collaborating with business owners and executives to tell their stories and share perspectives on growth and success, as well as perseverance and adversity. Over two decades she has refined her interview, writing and editing skills to capture the nuggets and captivating details that engage readers and make a story memorable.
Chantal Barriault-Craig
Senior Consultant
Investors Group Financial Services Inc.
420-55 Mulcaster St
Barrie, ON, L4M 0J4
705 - 791 - 9333