Tracy MacNeil Financial Solutions Inc.
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Let’s work together
We build your trust by planning around your goals, not by selling products.
For your long-term goals or your short-term needs, we will work with you to help discover the most appropriate strategy to achieve your objectives. We’ll work together to understand your goals, prepare for the unexpected and take advantage of new opportunities – throughout your life.
Our team provides a full service experience to Clients. We specialize in estate and financial planning and investments. We will work with you to meet your needs through any number of recommended solutions. We can help you build lifetime financial security by:
- Developing a comprehensive wealth and financial plan.
- Protecting your family when the unexpected happens with estate planning through term life or permanent life insurance.
- Converting your lifetime savings into retirement income with prudent investment management and income planning.
- Providing your business with succession planning so you can be a steward of wealth to the next generation.
Our team is looking after your best interests. Let us help you determine your possibilities.
Client testimonials
“Tracy is an outstanding financial planner. She is honest, professional, kind and very knowledgeable. She has guided us in every area of our financial planning and we know we are in safe hands with her. We would absolutely recommend Tracy and her excellent team.”
- Richard and Jane
"It is hard to put into words how happy we are with the planning and service we receive from Tracy and her team. Their in depth planning has allowed us to enjoy a retirement free of worries. Tracy’s careful consideration of our financial situation brought forward strategies for planning that have resulted in a comprehensive financial plan that will guarantee the lifestyle we desired for our retirement."
- Shelly and Franco
"We’ve been absolutely delighted with the comprehensive approach that Tracy and her team took on our financial planning. After having concerns with our previous planner, we wanted a new perspective and the results have exceeded our expectations. Tracy opened our eyes to not only new financial strategies, but also estate planning and tax planning opportunities that we hadn’t considered before. Her friendly and relaxed style has made working with her a pleasure and we feel confident that we are firmly on track to reach our financial goals."
- Scott and Sava
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
Stay informed
See more articles
Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.
Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Get in touch today to discuss how you can protect your business.
Get in touch today to discuss how you can protect your business.
Office information
