About

With three decades of experience, Tracy provides personalized wealth management for individuals, families, and business owners who value thoughtful advice, deep knowledge, and a long-term relationship. Her approach brings together investment strategy, financial planning, tax efficiency, and estate planning to help create a clear, cohesive strategy for preserving and growing wealth.

Tracy began her career in 1996 at a full-service investment firm in Ontario, developing knowledge in portfolio construction and investment strategy. She later served as Director of Estate and Financial Planning at Sun Life, where she worked closely with advisors and Clients on complex financial and estate-planning strategies.

Today, she brings that depth of experience to a boutique wealth-management practice working closely with Clients to understand the complete financial picture and develop strategies tailored to their goals, priorities and family circumstances.

A graduate of Dalhousie University, Tracy holds both the Chartered Professional Accountant (CPA) and Certified Financial Planner (CFP®) designations. Her accounting background adds depth to her approach, particularly when developing tax-efficient strategies and considering the long-term impact of financial decisions.

Tracy believes meaningful wealth management goes beyond managing investments - it's about understanding what Clients have built, what they want to accomplish, and how their wealth can support the life and legacy they envision.

Outside of work, Tracy is an avid cyclist, a multiple time Ironman and Boston Marathon runner, and, more recently, a self-described golf addict.

Dan brings a unique combination of accounting expertise and comprehensive financial planning experience, helping clients make confident decisions with a clear understanding of how wealth, taxation, business, and insurance work together. As a Chartered Professional Accountant (CPA), and a Certified Financial Planner (CFP®) CPA, Dan approaches financial planning with a strong analytical foundation, ensuring strategies are both practical and tax efficient.

His accounting background allows him to see opportunities that extend beyond investment alone – from retirement and estate planning to business succession and insurance planning – helping clients make decisions with the bigger picture in mind.

Dan also served as a Director of the Estate and Financial Planning at Sun Life, following a career path that closely mirrored Tracy’s and developing a strong foundation in estate and financial planning. Today, he works closely with individuals, families, and business owners to simplify complex financial decisions and build strategies that evolve with every stage of life.

Dan takes a collaborative approach to advice, believing that the best strategies begin with listening, asking the right questions, and understanding what clients are ultimately trying to accomplish.

Outside the office, Dan enjoys an active family life with his wife, Bree, and their two young daughters, Anna and Lena. He is a former UPEI university soccer player, and he remains passionate about sports and enjoys running, golf, and staying active.

To continue to provide you with the best possible service, I’m very proud to announce that I will now be working in a business Alliance with Sun Life Advisor Daniel McAleer. Together, we’ll be able to build strong and long-lasting relationships that put your needs front and centre.

Simone brings extensive financial services and leadership experience, along with a genuine passion for building strong relationships and creating an exceptional Client experience.

Originally from the United Kingdom, Simone owned and operated a small business before immigrating to Canada in 2010. She then spent 15 years in leadership roles at Sun Life’s head office, gaining valuable experience in financial services, operations, leadership, and Client experience.

As an associate advisor, Simone works closely with the team to support Clients and help ensure their experience is thoughtful, personal, and seamless. She believes that great service comes down to listening, communication, and taking care of the details.

Outside of work, Simone enjoys baking and gardening and has embraced country life with her nine egg-laying chickens. Her entrepreneurial background and practical approach bring a unique and relatable perspective to the team.

With 25 years of experience in financial services, Melissa brings extensive knowledge, organization, and a strong commitment to client service. As a Service Associate, she plays an important role in keeping the day-to-day client experience running smoothly and ensuring that details are handled with care.

Melissa understands that excellent service is often found in the small things—being responsive, organized, dependable, and making sure clients feel supported throughout their relationship with the team.

Her experience has given her a deep understanding of the importance of relationships and consistency in financial services. She takes pride in being someone clients and colleagues can rely on.

Outside of the office, Melissa and her husband, Reg, are raising their two sons, Kaden and Tate while helping operate their family dairy farm. Life on the farm has given her a genuine appreciation for hard work, family, community, and doing things well—values she brings to her work every day.

Tim brings a strong combination of accounting knowledge, analytical thinking, and financial services experience to the team.

Tim’s attention to detail and commitment to thorough research help support the team’s investment process and helps ensure that recommendations are approached with careful analysis and due diligence. His role provides an important technical and research perspective that complements the team’s Client-facing advisory work.

Tim is also Tracy’s husband, and the two share a long history of balancing family, business, and a passion for endurance sports. He is a many-time Ironman and marathon runner, and an avid cyclist and golfer and continues to enjoy staying active.

His discipline and attention to detail—both in his professional work and athletic pursuits—are qualities he brings to everything he does.