Tracy MacNeil Financial Solutions Inc

Tracy MacNeil Financial Solutions Inc We are a team dedicated to helping our clients achieve financial success through estate, tax, wealth and financial planning solutions.

Tracy MacNeil, CFP®, CPA, CGA, CLU® - Financial Planner, Sun Life

I am a Sun Life advisor. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life. A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link: bit.ly/3FevgFo . Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc. Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.

Coverage that made sense several years ago may no longer align with your current circumstances. A new home, growing fami...
09/18/2026

Coverage that made sense several years ago may no longer align with your current circumstances. A new home, growing family, career change or business milestone can all affect your insurance needs.

If it's been a while since you reviewed your coverage, this may be a good time to revisit it. Let's review your current protection strategy and make sure it still fits your needs. https://bit.ly/4AmAJ8D

September often brings fresh routines, new schedules and a chance to reset. It's also a great time to revisit financial ...
09/17/2026

September often brings fresh routines, new schedules and a chance to reset. It's also a great time to revisit financial goals. Whether you're saving for a home, planning a family vacation or building your emergency fund.

What's one financial goal you're focusing on this fall? Let us know in the comments below. 🍂

Estate planning isn't only about passing on wealth. It's about helping ensure your wishes are understood and your loved ...
09/15/2026

Estate planning isn't only about passing on wealth. It's about helping ensure your wishes are understood and your loved ones are supported

Discussing your preferences and working with legal and tax professionals where needed can help provide greater clarity for you and your loved ones.

Reach out if you'd like to discuss strategies that could support your legacy goals.

More travel? Less stress? More time with family? Retirement planning involves more than saving enough money. It's about ...
09/14/2026

More travel? Less stress? More time with family? Retirement planning involves more than saving enough money. It's about creating a life you look forward to.

What does your ideal retirement include? Share one thing in the comments. ⬇️

If you're building toward retirement, together we can review if your financial strategy is aligned with the future you envision. https://bit.ly/3Tvpz0H

Many investors spend time trying to predict what markets will do next. Building an investment strategy aligned with your...
09/11/2026

Many investors spend time trying to predict what markets will do next. Building an investment strategy aligned with your goals and time horizons may help you stay focused during changing market conditions.

Have questions about your investment strategy?

Let's chat about building a roadmap designed around your goals, timing needs and comfort level. https://bit.ly/4xVhoK4

You’ve invested years into building your business, but what’s your plan for what comes next? Whether you’re thinking abo...
09/08/2026

You’ve invested years into building your business, but what’s your plan for what comes next?

Whether you’re thinking about stepping back, selling, or passing it on, a thoughtful strategy can help you transition your business into lasting personal and family wealth.

The earlier you start, the more options you have. Reach out to start planning your next chapter on your terms. https://bit.ly/4xJ3c6Z

Your mortgage is likely one of your biggest financial commitments. What happens to it if something unexpected occurs? Mo...
09/04/2026

Your mortgage is likely one of your biggest financial commitments. What happens to it if something unexpected occurs? Mortgage protection solutions help ensure your family can keep your home secure, no matter what life brings. Let's review your coverage and give you peace of mind. Reach out to discuss your options today. https://bit.ly/3SQXzEl

It’s not always about big financial moves. Sometimes it’s smaller, consistent decisions like saving, protecting, and pla...
09/03/2026

It’s not always about big financial moves. Sometimes it’s smaller, consistent decisions like saving, protecting, and planning that can help make the biggest difference over time. Starting early helps give you more flexibility, more options and more confidence for what’s ahead. https://bit.ly/4gMC9jD

Retirement looks different for everyone. Whether you’re planning to slow down, travel, or explore new passions, having a...
09/03/2026

Retirement looks different for everyone. Whether you’re planning to slow down, travel, or explore new passions, having a thoughtful strategy can help you get there with confidence. Explore ways to transition your savings into income that supports the lifestyle you envision. Let’s build a strategy that helps you move into retirement with clarity and confidence. https://bit.ly/3UCfmzJ

As wealth grows, financial priorities often become more complex. Are your investments, tax strategies, estate plans and ...
09/01/2026

As wealth grows, financial priorities often become more complex.

Are your investments, tax strategies, estate plans and protection solutions all working together toward the same goals? It may be worth reviewing how these areas fit together based on your circumstances.

What is your main financial priority right now? ⬇️ Share below:
• Growing wealth
• Protecting wealth
• Leaving a legacy
• Creating retirement income

Address

Westway IV, 90 Western Parkway, Suite 610
Bedford, NS
B4B2J3

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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