Haley Tessier; Licensed Financial Professional

Home
Canada
Preeceville, SK
Haley Tessier; Licensed Financial Professional

Financial Services you can feel good about.

01/23/2026

A critical illness diagnosis doesn’t just affect your health. 😫

It affects your income, your savings, and the life you’ve worked hard to build. Most people assume they’ll be able to “figure it out” if something serious happens.

But time off work, travel for treatment, and day-to-day expenses don’t pause just because life does.

Critical illness coverage pays a lump sum if you’re diagnosed with one of many covered conditions — not monthly, not restricted, and not tied to receipts. 💰

It’s there to give you options when you need them most.
To focus on recovery instead of financial stress.
To protect your financial roadmap while your health takes priority.

If you’re relying on savings or hoping workplace coverage will be enough, it may be time for a second look.

Message me to see how this fits into your financial roadmap — before you’re forced to make decisions under pressure.

01/20/2026

Most families don’t ignore the RDSP on purpose.🫣
They just don’t realize how powerful it actually is.

Only about one-third of Canadians who qualify for an RDSP actually have one — meaning roughly two out of three eligible families haven’t opened one yet. ⚠️

If you or your child qualifies for the Disability Tax Credit, this account can unlock tens of thousands of dollars in government grants — sometimes even with very small contributions.

What I see far too often is people either not opening one at all… or opening it and leaving it sitting in cash with no real direction.

The RDSP isn’t something you “set and forget.”
How it’s structured, how it’s invested, and how withdrawals are handled later on can completely change the outcome.

This isn’t about chasing returns.
It’s about building long-term stability and financial independence with the help that’s already available to you.

If this applies to your family and you’re unsure whether you’re doing it right — or doing anything at all — let’s talk.

01/15/2026

This year is about 𝙜𝙧𝙤𝙬𝙩𝙝. ✨️

And I’m not just talking about my business.

I’m talking about your 𝙜𝙧𝙤𝙬𝙩𝙝.
Your mindset.
Your budget.
Your future.

Because real change doesn’t come from hoping things improve.
It comes from getting clear on your numbers, building a financial roadmap, and finally making decisions with intention instead of guessing.

If 2026 is the year you want things to feel different…
more control, more confidence, more progress toward financial independence —
𝘁𝗵𝗶𝘀 𝗶𝘀 𝘄𝗵𝗲𝗿𝗲 𝗶𝘁 𝘀𝘁𝗮𝗿𝘁𝘀.

Message me and let’s build something better.
— Licensed in BC, AB, SK, MB, ON, QC, NB, NS, NL —

01/13/2026

Big news over here.

I’m officially licensed in 𝗡𝗲𝘄 𝗕𝗿𝘂𝗻𝘀𝘄𝗶𝗰𝗸🎉
Which means more families now have access to the same kind of honest, straightforward financial guidance my clients across Canada rely on.

This isn’t about paperwork.
It’s about opening doors for more people to protect their income, eliminate debt, and start building real financial independence — with a clear financial roadmap instead of guessing.

If you’re in New Brunswick and you’ve been putting this off… this is your sign.
DM me “NB” and let’s finally get your numbers working for you.

01/08/2026

Some days my job is about numbers, projections, and policies. Most days it’s about 𝗹𝗶𝘀𝘁𝗲𝗻𝗶𝗻𝗴 𝘁𝗼 𝗽𝗲𝗼𝗽𝗹𝗲 𝘄𝗵𝗼 𝗮𝗿𝗲 𝗲𝘅𝗵𝗮𝘂𝘀𝘁𝗲𝗱 𝗳𝗿𝗼𝗺 𝗰𝗮𝗿𝗿𝘆𝗶𝗻𝗴 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴 𝗮𝗹𝗼𝗻𝗲. 🫶

First responders, RCMP members and families — so many of you are doing your absolute best while quietly worrying about your future.

𝗧𝗵𝗮𝘁’𝘀 𝘄𝗵𝘆 𝗜 𝗱𝗼 𝘄𝗵𝗮𝘁 𝗜 𝗱𝗼.

Not to sell products.
But to help you build a clear financial roadmap that actually gives you peace of mind, confidence, and direction.

If you’ve been meaning to get your finances organized…
If you want 2026 to feel different…
If you’re ready to move toward real financial independence…

My calendar is open.
Let’s build something solid together.

— Haley
— Licensed in BC, AB, SK, MB, ON, QC, NS, NL —

01/07/2026

Most families don’t realize how exposed they actually are… 𝙪𝙣𝙩𝙞𝙡 𝙞𝙩’𝙨 𝙩𝙤𝙤 𝙡𝙖𝙩𝙚.

If you’re RCMP, you probably assume your work coverage has you covered.
But I see this all the time — members who think they’re protected, only to log in and realize their coverage is 𝗳𝗮𝗿 𝗹𝗲𝘀𝘀 than what their family would actually need… or worse, 𝗻𝗼𝗻𝗲 𝗮𝘁 𝗮𝗹𝗹.

That base coverage feels comforting on paper.
In real life, it barely touches a mortgage, living costs, debt, and future expenses if something happens.

And here’s the part no one talks about enough —
there are situations where your work policy won’t pay a benefit, but a personal policy would.

That’s why every single client I work with checks their coverage when we build their financial roadmap.
No assumptions. No guesswork. Just clarity.

If you haven’t logged in lately…
If you “think” you’re enrolled…
If you’re not sure what would actually happen to your family…

𝗡𝗼𝘄 𝗶𝘀 𝘁𝗵𝗲 𝘁𝗶𝗺𝗲 𝘁𝗼 𝗰𝗵𝗲𝗰𝗸.

If you want help reviewing it properly and seeing what your real protection looks like, book your complimentary roadmap meeting (link in bio).

This is one of the most important conversations you can have for the people who count on you.

— Haley

𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗬𝗼𝘂 𝗖𝗮𝗻 𝗧𝗿𝘂𝘀𝘁.
— Licensed in BC, AB, SK, MB, ON, NS, NL —

01/06/2026

Tax season doesn’t have to feel like a punch in the gut.

You still have until March 2, 2026 to use your RRSP (and even a Spousal RRSP) to lower your 2025 tax bill and put your money to work instead of handing it over.

This isn’t just about retirement someday.
This is about creating momentum now.

Every contribution you make changes your future math.
Less tax today.
More growth tomorrow.
More options later.

If you’ve never really looked at how your RRSP fits into your bigger financial roadmap, this is the year to stop guessing and start using it properly.

Book your financial roadmap meeting before the deadline and let’s make this tax season less scary!

— Licensed in BC, AB, SK, MB, ON, QC, NS, NL —

01/04/2026

𝗧𝗲𝗿𝗺 𝗟𝗶𝗳𝗲 𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 isn’t about death —
it’s about protecting everything you’re building while you’re alive. 👏

Your home.
Your income.
Your kids’ future.
Your business.
Your family’s stability.

So many people insure their car, their phone, their house… but leave their income and their future completely exposed.

If someone depends on you financially, this conversation matters.

Book a financial roadmap meeting and let’s make sure your foundation is solid — so no matter what happens, your family is protected and your future stays intact.

01/03/2026

Your tfsa is not just a place to park money.

It is one of the most powerful tools you have for building long-term wealth and 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗶𝗻𝗱𝗲𝗽𝗲𝗻𝗱𝗲𝗻𝗰𝗲.

Yet I still see so many accounts sitting in cash, earning next to nothing, year after year.
Not because people don’t care — but because no one ever showed them how to actually use it properly.

Time is the one thing you don’t get back in investing.
Every year your tfsa isn’t positioned for growth is a year you can’t replace.

If you want the next few years of your life to look different than the last few, it starts with getting your money working the right way.

Book a financial roadmap meeting and let’s make sure your tfsa is building the future you actually want — not just sitting there looking safe.

Your future self will thank you for starting now.

— Licensed in BC, AB, SK, MB, ON, QC, NS, NL —

01/01/2026

Hello 2026 ✨

Before anything else… thank you. 🫶
Thank you to every client who trusted me with their goals, their families, and their future.

Your confidence in my work is what drives me every single day. I’m so excited for what we’re building together in the year ahead.

Wishing you all a healthy, successful, and powerful 2026. 🥂

12/30/2025

Everyone loves talking about investing, returns, and big financial goals.

But the most important part of your financial roadmap is the part almost no one wants to deal with.

𝗜𝗻𝗰𝗼𝗺𝗲 𝗽𝗿𝗼𝘁𝗲𝗰𝘁𝗶𝗼𝗻.

That’s the foundation.

Because if the income disappears, the mortgage doesn’t magically stop, the kids’ future doesn’t pause, and your long-term goals don’t wait.

Term life insurance isn’t exciting.
It doesn’t feel productive.
But it quietly holds everything else together.

If your roadmap doesn’t clearly answer
“What happens financially if I’m not here?”
then it’s time to finish building it.

Book a meeting. Let’s tighten up the part that actually keeps your future standing.

— Licensed in BC, AB, SK, MB, ON, QC, NS, NL —

12/29/2025

Buying your first home in Canada feels 𝘪𝘮𝘱𝘰𝘴𝘴𝘪𝘣𝘭𝘦 for a lot of people right now. 😥

Prices are high.
Interest rates are frustrating.
And most Canadians don’t even know the government handed them one of the most powerful tools they’ve ever created to help them get there — 𝘁𝗵𝗲 𝗙𝗛𝗦𝗔.

It’s the only account that gives you:
𝘁𝗮𝘅 𝗱𝗲𝗱𝘂𝗰𝘁𝗶𝗼𝗻𝘀 𝘄𝗵𝗲𝗻 𝘆𝗼𝘂 𝗰𝗼𝗻𝘁𝗿𝗶𝗯𝘂𝘁𝗲, 𝘁𝗮𝘅-𝗳𝗿𝗲𝗲 𝗴𝗿𝗼𝘄𝘁𝗵 𝘄𝗵𝗶𝗹𝗲 𝘆𝗼𝘂 𝗶𝗻𝘃𝗲𝘀𝘁, 𝗮𝗻𝗱 𝘁𝗮𝘅-𝗳𝗿𝗲𝗲 𝘄𝗶𝘁𝗵𝗱𝗿𝗮𝘄𝗮𝗹𝘀 𝘄𝗵𝗲𝗻 𝘆𝗼𝘂 𝗯𝘂𝘆 𝘆𝗼𝘂𝗿 𝗳𝗶𝗿𝘀𝘁 𝗵𝗼𝗺𝗲.

That combination alone can change your entire timeline.

The problem?
Most people either don’t open one… or they open it and leave the money sitting in cash.

Your first home deserves better than that.

If you want help building a real 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗿𝗼𝗮𝗱𝗺𝗮𝗽 that shows you exactly how the FHSA, TFSA, RRSP and your income all work together — book a complimentary meeting.
(link in bio)

This is one of those decisions that your future self will thank you for.

— Licensed in BC, AB, SK, MB, ON, QC, NS, NL —
*More provinces to come in 2026*

Address

Preeceville, SK

Telephone

+13066141657

Website

https://calendly.com/haleytessier/financialoverview

Alerts

Be the first to know and let us send you an email when Haley Tessier; Licensed Financial Professional posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Haley Tessier; Licensed Financial Professional:

Shortcuts

Want your business to be the top-listed Finance Company in Preeceville?