Wealth
Management

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 ...


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Risk
Management

"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...


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Employee
Benefits

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 ...


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Life
Insurance

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...


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Living
Benefits

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 ...,


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our process

 

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 info@ciccone-mckay.com

 

 

 

  • Let's Meet

    We meet to determine if we are a fit and find out if we can help you

  • Determine your Goals

    In a fact-finding session, we discover your goals and needs

  • Create a Strategy

    We prepare a detailed plan and present it to you

  • Implement a Plan

    Together, we implement your plan

  • Ongoing Partnership

    We monitor, review and adjust with you on a regular basis

What We offer?

Personalized Service and Independent Advice

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.


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Wealth Management

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.


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Employee Benefit Plans

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.


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Recent Blogs

Market Commentary – Q2 Review 2016
by Sabrina Beaudoin, BSc, CFP | 08 August, 2016 Ciccone McKay Financial Group

The second quarter of 2016 was dominated in the media by the news out of the United Kingdom, as the referendum results came pouring in after the May vote. Meanwhile, the US economy quietly made gains amidst the chaos of their ongoing political campaigns...

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BREXIT - Latest Market Commentary
by Anthony Ciccone | 28 June, 2016 Ciccone McKay Financial Group

With respect to recent activities in the U.K and the resulting market activity since the Brexit vote, it is important that investors not panic and end up making the wrong decisions. What we are currently seeing in the market is a couple of things – first off the global markets ...

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Corporate Owned Insurance - Why Now?
by Anthony Ciccone | 22 Feb, 2016 Ciccone McKay Financial Group

Life insurance plays an increasingly important role in financial planning due to the growing wealth of Canadians. Many affluent individuals use life insurance to protect their wealth against taxes arising on death. Others use exempt life insurance to provide retirement and other executive benefits.

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Contact Us Today

Email us at info@ciccone-mckay.com or call us: 604-688-5262

About Ciccone/Mckay

Ciccone/McKay Financial Group is an independent financial services firm with over 75 years of combined experience in the areas of risk management, wealth management and employee benefits.

 

We specialize in providing insurance and investment solutions for our clients, helping businesses, individuals and families grow, manage, protect and transfer their wealth.


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Contact Us

  • Ciccone/McKay Financial Group
    Suite 360 - 1095 West Pender Street
    Vancouver, British Columbia
    V6E 2M6

    604-688-5262