About
Want to achieve lifetime financial security and live a healthier, brighter life? Take the time to browse the website, so you can learn more about the solutions we can discuss to help meet your needs and goals. Reach out if you have any questions and to get started.
Tracy MacNeil Financial Solutions Inc.
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.
Phone: (902) 481-0022 x2214
Email: tracy.macneil@sunlife.com
Address: 90 Western Parkway, Suite 610, Bedford, NS, B4B 2J3 Canada
Tracy MacNeil
Tracy has been with Sun Life Financial since 2011 and working in the financial services industry since 1996. She began her Sun Life career working with the local office of the Estate Financial and Planning Services. She has extensive experience in accounting and financial services with the following designations:
- CERTIFIED FINANCIAL PLANNER® (CFP®),
- Chartered Professional Accountant (CPA),
- Certified General Accountant (CGA) and
- Chartered Life Underwriter (CLU®).
The goal of her team is to continue to expand their professional service offering to more qualified Clientele. She specializes in assisting Clients with:
- personal and corporate wealth building strategies,
- insurance protection strategies and
- employee benefits and retirement planning.
Tracy works to provide Clients with knowledge, guidance and motivation to help them build and protect their future.
Tracy is an endurance junkie and has finished both Ironman events and the Boston Marathon multiple times. When not at work, you can find her and her husband Tim running or biking the roads of Nova Scotia.
Job Title: Financial Planner, Sun Life, CFP®, CGA, CLU®, CPA
Languages spoken: English
Phone: (902) 481-0022 ext. 2214
Email: tracy.macneil@sunlife.com
Fax: (902) 481-0419
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