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Ciccone/McKay Team

Personalized and coordinated financial and succession planning for our clients

Ciccone McKay Financial Group is an independent financial services firm with proven experience in the areas of risk management, wealth management, estate and business succession planning, and employee benefits.

We specialize in providing financial clarity and purpose for those who are concerned with building a secure future for their family and business, and a lasting legacy for the next generation by helping them grow, manage, protect and transfer their wealth.

Because your perspective matters

At Ciccone McKay, our approach is based on our key values of transparency, collaboration and balance. These inform our process, the core of which is understanding what really matter most to you in every aspect of your financial life.

It is our mission and expertise to work alongside your team of professional advisors to ensure a coordinated and comprehensive planning approach. We develop an in-depth understanding of your current financial situation, then advise and help you to manage the family dynamics that inevitably complicate personal and business planning.

 

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Our Services

Intergenerational Financial Planning

Building, preserving, and transferring your family’s wealth and legacy across many generations.

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Investment Portfolio Management

How do you make sure that your portfolio delivers the results and the lifestyle you want?

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Risk Management

Risk management is your best safeguard to protect everything for which you’ve worked so hard.

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Tax & Estate Planning

Having a comprehensive plan in place will benefit your family and future generations.

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Testimonials

What our clients are saying

 

 

 

Insights

Latest News

Ciccone McKay Report: Federal Budget 2024

Budget 2024 outlines a series of proposed changes aimed at reshaping Canada’s fiscal landscape. The budget’s focus is on taxation, social benefits, housing, pension plans and business incentives. The changes, designed to enhance fairness, support, and economic growth, are intended to reflect the government’s commitment to addressing key challenges and ensuring greater opportunities for prosperity. In the following, we provide an overview of the key proposals ...

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What to look for in a good long-term investment

Investors are always seeking good long-term investments. But just what makes a business a good investment in the long run?
One important thing to watch for is a company with a sustainable advantage over its competitors, also known as a sustainable moat.

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Q3 2024 Market Commentary: Where Political Noise Meets Economic Reality

In this Q3 2024 Market Commentary, Matthew Mobilio, CFA, CFP, Portfolio Manager at Louisbourg Investment Inc., explores political dynamics, interest rate changes, and broader economic trends intertwine, reminding investors that while elections may create headlines, it's the underlying market fundamentals that truly impact your finances.

Political discussions have recently taken center stage in both Canada and the U.S., raising concerns about their potential effects on the markets. However, it's important to note that long-term market performance is primarily driven by factors such as corporate earnings, economic growth, and global influences, rather than short-term political events. Central banks, including the Bank ...

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Contact Us

Let us help you secure your financial future, with clarity and purpose.

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Contact us today

604.688.5262 | info@Ciccone-McKay.com