Investment & Insurance Links

CI Investments

CI Investments has been managing money on behalf of Canadian investors since 1965. Today, CI Investments is a leading investment management company with $50 billion in assets and more than 2 million Canadians as investors. Check out their website for information on the products, current market prices and access to your personal portfolio.

 

Deans Knight

The Deans Knight website offers great insight into the philosophy that drives this capital management firm. The Deans Knight website provides information on past returns, biographies of the team of people that make up Deans Knight, and a secure client access area.

 

Desjardins

The Desjardins webpage is useful for both personal and business clients. Whether you are looking for forms for your employee benefits plan, or information on your personal policies, this website will provide what you are looking for.

 

Fidelity Investments

The Fidelity website is probably the most comprehensive in regards to the new, information and tools it provides, including up to the minute information on the stock market. In addition, there is detailed information available on fund performance - both past and present- that is conveniently grouped by various fund types..

 

GNK INsurance Services

GNK Insurance Group is one of the oldest and most prestigious insurance brokerage firms in Vancouver, having served the people of BC for more than 70 years.   With offices in Vancouver, Burnaby and Victoria, GNK Insurance is provides home, automobile, travel, boat/ marine, commercial and professional liability insurance.  We encourage you to contact Sal Audia, who will lend his many years of insurance experience to meeting your general insurance needs.

 

GreAT wEST lIFE

The Great West Life website is useful for both personal and business clients. Whether you are looking for forms for your employee benefits plan, or information on your personal policies, this website will provide what you are looking for.

 

manulife Financial

he Manulife website has a lot of great calculator and quizzes; and interesting one is “How Healthy Am I?” which is a quiz based on the areas examined by insurance underwriters that determine your mental and physical health. Give it a try!

 

Sun Life Financial

Sun Life Financial’s website offers a lot of easy to navigate information on products and concepts, complete with calculators that can help you understand your needs a little better.

 

RBC Insurance

The RBC Insurance site is very useful for basic information on the different types of investment and insurance products they offer. There is also a useful calculator tool that allows you to enter your personal information to find out an estimation of the amount of life insurance you may need.

 

Philips, Hager & North

Philips, Hager & North provides a full range of investment products and services.  With over four decades in the industry, and a reputation for some of the lowest fees in the business, we encourage you to ask us about PH&N and how they can be a part of your investment planning. Please visit their site for company information, client access and daily prices.

 

pacific Blue Cross

For Administrators of Employee Benefit plans, the Pacific Blue Cross website has all the administration forms you will need, as well as great information on the details of administering your plan.

 

Gil J. Korn Law Corporation

Gil J. Korn Law Corporation is a Vancouver-based boutique tax, trust and estate law firm. They are focused on private client matters, succession planning for business owners, and charitable giving and life insurance-based strategies for individuals and corporations.  We invite you to learn more about the Firm, its lawyers, and the services they provide by browsing this site.

 

Canada Revenue Agency

The Canada Revenue Agency website has a vast amount of useful information in regards to taxation laws. As well, you can download all the necessary tax forms, request and update direct deposit of your GST rebate or tax refund, and even NetFile your taxes directly through the website. There is also a plethora of information that will answer any questions you may in regards to your personal or business taxation.

 

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.


Read more

Contact Us

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

    604-688-5262