About

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 their team is to continue to expand their professional service offering to more qualified Clientele. Their team 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. They also enjoy the beach at their cottage in Black Point with their dog Emerson and cat Wendel.

Caitlyn is an Associate Advisor who works with Clients to create holistic plans that help them prepare for their future. Making sure Clients have a strong understanding of their situation and feel confident in their plan is her top priority. She's been with Sun Life since 2013. She started out as an advisor before transitioning to Associate Advisor with Tracy MacNeil Financial Solutions Inc.

Caitlyn is a graduate of Mount Saint Vincent University. She holds the CERTIFIED FINANCIAL PLANNER® designation so that she can provide more in-depth and insightful advice to Clients.

When she's away from the hustle and bustle of the office, she enjoys spending time outside with her husband and three children. She also enjoys travelling and exploring the province on her motorcycle.