When it comes to Wealth Management, our approach is to work with you to determine the best strategies and products to help you achieve your financial goals and ...
"Risk Management" is the most misunderstood area of a balanced financial portfolio. Having a sound risk management strategy in place for both your family and your business...
At Ciccone/McKay, we help companies of all sizes determine the employee benefits needs that best meet the requirements of the business. We will work with you to determine ...
Life Insurance ensures that your family or business is taken care of in the event of your death. If you were to unexpectedly pass away, would your family have the necessary liquid capital...
A long term disability or illness is not just a remote possibility. At any time, an accident or illness could prevent you from working for months or even years. If you were unable to go to work ...,
At Ciccone/McKay, we believe the only way to help individuals and businesses meet their financial goals is to offer personalized service and independent advice. We tailor solutions to clients, not clients to solutions. Helping you meet your financial goals is not just about selecting investments, insurance or other financial products – it's about developing the right strategy for you or your business.
To learn more about Ciccone/McKay, our team and the many ways we can help you build a balanced financial portfolio, please call us at (604) 688-5262.
You can also reach us by email at firstname.lastname@example.org
We meet to determine if we are a fit and find out if we can help you
In a fact-finding session, we discover your goals and needs
We prepare a detailed plan and present it to you
Together, we implement your plan
We monitor, review and adjust with you on a regular basis
Businesses fail for a number of reasons including lack of planning, poor management, inadequate funds, downturns in the economy, debt overload, etc. Life Insurance and Disability Insurance provide cost-effective risk management solutions for many situations that could threaten a business, such as the loss of an owner or a key employee.
We tailor solutions to clients, not clients to solutions. Helping you meet your financial goals is not just about selecting investments, insurance or other financial products – it's about developing the right strategy for you or your business.
At Ciccone/McKay, it is our belief that the wealth management component of your balanced financial portfolio should include short term, mid term, and long term saving and investing. Working with you, we determine the best solutions to achieve your goals, keeping in mind your tolerance for risk, your investment time horizon, and how you intend to use your funds in the future. As independent financial advisors, we utilize a variety of strategies and products from a variety of investment providers.
Ciccone/McKay will work with you to determine a solution that fits your lifestyle and your financial needs.
Employee benefit plans are an integral aspect in recruiting and retaining quality employees.
At Ciccone/McKay, we help companies of all sizes determine the employee benefits needs that best meet the requirements of the business. We will work with you to determine a plan that is most reasonable, appropriate and cost effective for your company. Working with many of the major insurance providers to get you the most competitive rates and premiums, we can also help you to contain your benefit costs in the future, even if your claim numbers increase.
Ciccone-McKay’s Goal-Based Investing approach plans for short-, mid- and long-term goals. The world of investing can be overwhelmingly stressful and confusing, with the result that many people never feel adequately informed...
The second quarter of 2017 has come and gone, and the markets were dictated by one overlying theme: growth amidst uncertainty. Although the uncertainty that the markets endured this quarter did little to prevent the markets’...Read More
People tend to adopt Mark Twain’s attitude to taxes: a negative one, i.e., it’s taxes and death that ominously await humankind.
But taxes can actually be a profitable, productive part of your overall wealth during your life! Here’s ...