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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What our clients are saying





Latest News

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. Coined by Warren Buffett, this term refers to a company with something unique or ...

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Interest rates and growth are inversely related: Does this help or hurt your diversified portfolio?

Interest Rates and Growth: Are They Inversely Related?" is an insightful article by Vittorio Ciccone, an investment analyst at Louisbourg Investments Inc. Vittorio explores the complex relationship between interest rates, economic growth, and their impact on diversified investment portfolios...

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  • By Vittorio Ciccone Investment Analyst - B.Com., M.Sc. - Louisbourg Investments Inc.

Q4 2023 Market Commentary: Despite economic challenges, 2023 rallied to finish as it began – on a strong note.

Fuelled by a population surge, the Canadian economy started out strong in 2023. However, this strength tapered off as household purchasing power was strained under rising debt payments and heightened fuel/grocery costs. At the same time the Canadian labour market weakened, needing help to support the available workforce. The housing market also displayed weakness but was supported by limited home supply. But Canada wasn’t alone. Slowing growth, attributed to central bank rate ...

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Contact Us

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


Contact us today

604.688.5262 |