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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

Where did all my money go?

Time after time, many people look at their bank accounts and credit card statements and wonder how they do not have enough cash left over at the month-end. At Ciccone McKay, we have a saying: you must treat your household as if you are the personal CFO. It is crucial to take stock of your finances, specifically your cash flow, and understand where every dollar ...

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  • By Hélène Janody
    Insurance and Investment Coordinator

Who Said Life Insurance is Boring?

My role at Ciccone McKay is to ensure you get the best experience when you apply for life insurance. No, it will not happen in one day, and I agree that the process can get quite overwhelming. But the process is worth going through.

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  • Vittorio Ciccone, B.Com | Analyst

2020 - Q4 Market Commentary

Though the world looks to 2021 with encouragement and excitement, 2020 will surely be a year no one will soon forget. Expectations for 2021 are optimistic with the rollout of three vaccines to help combat COVID-19. Manufacturing and distributing the vaccines will take time; however, it is looking more and more evident that vaccines will be widely available by the summer, hopefully helping to ease some lockdown measures and start our path towards normalcy. So, while this second wave ...

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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