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Risk Profile Questionnaire
The Risk Profile Questionnaire will help you determine your level of risk tolerance by taking into consideration your time frame, goals and personal choices.

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Will Planning Workbook
The Will Planning Workbook contains information to help you prepare for your will. Topics include beneficiaries, choosing executors, probate fees, reviewing your will and much more.

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Employee Census Sheet
The Employee Census Sheet can be used when filling out employee information for your group benefits package.

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How to Prepare For an Insurance Medical Examination
In order to determine your insurability, many insurance companies require medical examinations. This document will provide you with some tips for preparing for various exams as well as a list of items to bring.

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Cash Flow Budget Sheet 
The Cash Flow Budget Sheet can be used to determine the amount you have available for planning considerations by looking closely at your income and expenses.

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Fact-Finder Questionaire 
We need to find out more about you before we can provide a solution that is right for you. Our Fact Finder Questionnaire is the first step in determining your goals and objectives, your concerns and obstacles.

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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