.
Thumb

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.

invest right webinar

Ciccone McKay invites you to a foundational webinar, Wednesday, June 23, 5 pm (PST):  

Out of COVID-19: Investing right in the new normal

At long last we’re emerging from the pandemic shutdown. But it’s important to realize that the new normal will be different from the pre-COVID normal.

Learn More

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.

 

Learn More

Thumb

Our Services

Intergenerational Financial Planning

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

Read More

Investment Portfolio Management

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

Read More

Risk Management

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

Read More

Tax & Estate Planning

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

Read More

Testimonials

What our clients are saying

 

 

 

Insights

Latest News

Market Fears and Economic Signals

2021 is turning out to be a great year for equity investors. The market continues to hit new all-time highs after a strong recovery in 2020. However, inflation has picked up recently and is dampening investors’ enthusiasm.

As inflation expectations continue to gain momentum in the US and Canada, investors are afraid of runaway inflation which will cause...

Read More

Avoid the tax drag on your investments with TFSAs

When it comes to investing, how much of the return you can keep at the end of the year is important for long-term investment outcomes. While asset allocation and investment selection are key components that affect your long-term returns, minimizing the tax burden and other costs are a sure-fire way of increasing your overall gain.

Read More
  • Vittorio Ciccone, B.Com | Analyst

2021 - Q1 Market Commentary

The year began with vaccine production and vaccine distribution ramping to new highs. As a result, global GDP is on pace to increase by5.5% in 2021 according to data from the International Monetary Fund (IMF). This growth in GDP is accompanied by the consensus that central banks around the world will maintain status quo and fiscal support will remain or even increaseHowever, a viable reopen is being tested as uncertainty grows around COVID-19 variants and the ascending third wave. Variant cases are on the rise in the US, Canada, Europe, and India, which may...

Read More

Contact Us

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

Thumb

Contact us today

604.688.5262 | info@Ciccone-McKay.com