Why Choose Us

Why Choose Ciccone/McKay Financial Group

The Right Strategy For You

At Ciccone/McKay, we believe that the only way to help individuals and businesses with their financial needs is to offer personalized service and independent advice. We believe in tailoring the solutions to the client and not the client to the solutions. It is not just about selecting an investment or an insurance product; it is about developing a strategy that is right for you or your business.

There are many other reasons why you should choose Ciccone/McKay. Here are a few:

 

Our Approach

We take the time to get to know our clients - we find out your goals and objectives, your concerns and obstacles and your tolerance for risk. After we meet with you to discuss these issues, we take the time to work out a strategy that meets all of your personal and/or company targets.

Just like your doctor would never give you a prescription without first finding out your symptoms, we need to find out more about you before we can recommend a solution that is right for you.



Surveying the Marketplace

At Ciccone/McKay, we do not represent any single insurance company, bank or investment dealer.

This freedom to survey the market allows us to work for you in developing the best plan and choosing the most cost-effective and competitive products to build your portfolio. Surveying the marketplace to find the best solutions for our clients and only dealing with established and reputable companies ensures that the recommendations we make will provide the ultimate in security, stability and peace of mind.



Developing Long-Term Relationships

We will continuously work with you to ensure that your plans are on track and in-line with your goals and objectives, as ever-changing as they may be. This is done through regular meetings and frequent reviews. In addition, we also provide timely correspondence through our quarterly newsletter and frequent educational events.

Testimonial

  • “I am extremely pleased with the service that Anthony and Gerry have provided me with. Specifically, the IPP that they created for me and helped me establish has proven to be a very effective retirement planning program. It is a great vehicle for mature executives as well as business owners, managers and professionals.

    The IPP is also perfect for providing me with additional tax deferred protection over and above my group RRSP. The flexibility of contributions allows for additional advances in good years and lesser ones in poorer years, making it the ideal solution for all my retirement needs.

    The Ciccone/McKay team helped me through every step of the process, ensuring that I was kept up to date on all procedures and that the IPP was specific to my individual needs and retirement goals. I would recommend the Ciccone/McKay team to anyone who is looking for assistance or advice with their financial or retirement goals.”

    Warwick Reid - Horton Trading Ltd.
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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