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.

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:

  • 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.

Job Title: Financial Planner, Sun Life, CFP®, CGA, CLU®, CPA

Phone: (902) 481-0022 ext. 2214

Email: tracy.macneil@sunlife.com

Fax: (902) 481-0419

Caitlyn Oxner

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.

Job Title: Financial Planner, Sun Life, CFP®

Phone: (902) 481-0022 ext. 2214

Email: caitlyn.oxner@sunlife.com

Fax: (902) 481-0419

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.

We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.