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

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. He highlights how central banks worldwide are raising interest rates to curb inflation...

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

New and expecting parents: An exciting time – and a time to adjust your financial plan

Expecting parents need to plan their finances early to be prepared for the financial responsibilities of a new baby. This blog provides a comprehensive

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Q2 2023 Market Commentary: Positive signs include some strength in equities – and AI is all the rage

As we enter the second half of 2023, the economy has proven more resilient than expected. Canada and the US saw an uptick in GDP, with consumers still spending despite the higher interest rates. Low unemployment rates persist, and inflation continues to run higher than central banks’ targets.
Meanwhile, concerns over the US regional and global banking failures eased as central banks and governments stepped in to help. President Biden and Congress reached an agreement to ...

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Contact Us

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


Contact us today

604.688.5262 |