Michelle McNeil

Regional Financial Advisor, CU Wealth Essentials

Michelle has more than 17 years of experience in financial services, specializing in investment advice. It was her passion for delivering excellent customer service that secured her first position in the industry at Wells Fargo Financial. 

Michelle enjoys really getting to know clients and helping them achieve their personal and family financial goals. In her spare time, you’ll find her outside in nature — camping, hiking and travelling throughout the Maritimes. 

Based out of: Antigonish, NS

Cause: Michelle is a member of the CU Connects Team, supporting organizations and students across Atlantic Canada.

Financial Planning Tip: Pick a strategy and stick with it.