Finance with Teg

Finance with Teg 🌿 Helping women+ build & protect real wealth
✨ Tax Strategy · Investing · Insurance
πŸ‡¨πŸ‡¦ 200+ Families helped
πŸ‘‡πŸΌ Start with a free discovery call

Hi, I'm Tegan (or you can call me Teg!)

As a Canadian Financial Advisor, I'm passionate about empowering women+ to take control of their financial future without the overwhelm. Too many women feel stuck when it comes to money, unsure where to start or worried they're making the wrong moves. That's where I come in! I specialize in creating personalized financial strategies that actually make sense

for YOUR life. No confusing jargon, just clear, actionable strategies tailored to your unique goals, whether you're saving for your first home, planning for retirement, or building generational wealth. What you'll get working with me:
✨ A custom financial strategy that fits your lifestyle and values
✨ Simple, step-by-step guidance you can actually follow
✨ The confidence to make smart money decisions
✨ Mental freedom from financial stress and uncertainty

Ready to transform your relationship with money? Your future self will thank you for starting today. Book your complimentary Financial Strategy Call, let's turn your money goals into reality!

07/09/2026

Do you have enough life insurance?

Many people think because they have coverage through work that they're good to go, but that's usually not the case.

Most employers will automatically give you 1-2x your annual income but most peoples mortgages alone are well beyond that.

When determining how much life insurance you need, you should think about:

πŸ’³ Debt, Vehicle Loans, etc.
🏑 Mortgage / Rent
πŸ’΅ Monthly Income Need
πŸ“š Kids Future & Education
⚱️ Funeral & Final Expenses / Taxes

If you're looking for a second opinion on your insurances, book a free discovery call with the link in my bio.πŸ’›

07/09/2026

Do you have enough life insurance?

Many people think because they have coverage through work that they're good to go, but that's usually not the case.

Most employers will automatically give you 1-2x your annual income but most peoples mortgages alone are well beyond that.

When determining how much life insurance you need, you should think about:

πŸ’³ Debt, Vehicle Loans, etc.
🏑 Mortgage / Rent
πŸ‘©πŸ½β€πŸ’» Monthly Income Need
πŸ“š Kids Future & Education
⚱️ Funeral & Final Expenses / Taxes

If you're looking for a second opinion on your insurances, book a free discovery call with the link in my bio.πŸ’›

07/02/2026

Your family may only inherit half of what you actually saved.😳

Here’s what most people don’t know: when you pass away, the full value of your RRSP is treated as income on your final tax return. On a large balance, that can mean losing up to half to tax before a dollar reaches your kids.

The exception? If it rolls to a spouse or common-law partner, the tax is deferred. But after that, or if you’re single, the CRA is first in line.

The good news: this is one of the most plannable problems in your financial life. Strategies exist to shrink that tax bill significantly, but they only work if you set them up in advance.

If you want to know what this looks like for your situation, book your free discovery call with the link in my bio.πŸ’›

06/25/2026

Income coming from a TFSA vs. RRSP will look VERY different in retirement.

Why?
πŸ‘‰πŸΌ TFSA = Tax Free Withdrawals
πŸ‘‰πŸΌ RRSP = Taxable Withdrawals

So if someone says you need "x amount" saved to retire, make sure you ask if thats taking taxes into consideration.

✨Don't forget to account for inflation as well. $1,000,000 today will be worth a lot less 30 years from now.

Not sure how to plan for retirement?
You can book your free discovery call with the link in my bio.🫢🏼

06/18/2026

What happens after you drain your emergency fund?🫣

05/28/2026

If you have an RRSP and you’re saving for your first home πŸ‘‰πŸΌ this one’s for you!

You can transfer those funds directly into your FHSA, completely tax free, AND pull it out tax free for a home purchase.

Most people have no idea this is even an option.
They think their RRSP funds are stuck.πŸ‘ŽπŸΌ

Save this and send it to a friend who needs to hear it. πŸ‘πŸ’›

05/26/2026

We were raised to believe that talking about money was rude.

Don't ask what people earn. Don't talk about what things cost. Keep it private. Keep it quiet.

And then we wonder why women struggle to negotiate, struggle to invest, struggle to feel confident about their own finances.

It wasn't an accident. We were just never given permission to talk about it.

So consider this your permission.πŸ’›

Ask the questions. Learn the things. Talk about money openly and without shame.

And if you want someone in your corner who will actually explain it all simply, you know where to find me. 🌿

05/19/2026

The conversation nobody is having.πŸ‘‡πŸΌ

Most Canadians use their RRSP without ever questioning it.

But should you?πŸ€”

Watch till the end!πŸ’Έ

04/30/2026

Spending your tax return on yourself first isn’t actually self care...and I say that with love.πŸ’•

Real self care looks like knocking out that high-interest debt, padding your emergency fund, and making sure you’re on track for your goals (retirement, house, etc.).

After that? Treat yourself with zero guilt. You genuinely earned it!

Not sure what to do with yours?✨
Drop RETURN in my DMs and let’s figure it out together.

POV: you have a diversified portfolio and the market dips 😌History has shown us that markets recover and being well-posi...
04/27/2026

POV: you have a diversified portfolio and the market dips 😌

History has shown us that markets recover and being well-positioned means you come out ahead on the other side 🌿

Feeling anxious about your investments right now?
Send me a DM - let’s talk about it πŸ’•

*Past performance is not indicative of future results.

Address

Winnipeg, MB

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