Anthony Ciccone is a Chartered Financial Consultant (CHFC), business advisor and successful entrepreneur who since 1985 has honed his craft to become a leading estate and financial planning expert. His advice and expertise have been sought throughout Canada by a very diversified client base, which is primarily made up of well-established family-owned businesses and high net worth individuals.
Anthony started his career in 1985 with Imperial Life Financial and progressed through the years with an associate stint at Manulife Financial before venturing out to form his own financial services firm in 1990. In 2003, Anthony joined forces with long time friend and mentor Gerry McKay, to create their own financial services company, Ciccone McKay Financial Group. Building upon the success and growth of Ciccone McKay, and realizing a need existed within the industry, Anthony expanded his company in 2010 to include a subsidiary firm specializing in employee benefits, the Immix Group.
This business model has proven to be the perfect fit for Anthony and his clients. The departmentalized yet collaborative structure at the Ciccone McKay Group of Companies has given Anthony the opportunity to focus on his specialized practice of estate and succession planning, as well as providing a valuable resource to his clients by making available qualified in-house technical personnel and advisory partners such as tax accountants, tax lawyers and other private investment and risk management experts.
A lifelong resident of Vancouver and an active member of the Italian community, Anthony and his team are great believers in giving back. He was the founder and chairman of the Sergio Lovison Foundation, a charity foundation that donates university scholarships to local high school kids. In addition to this work, Anthony served for many years as a board member of the Michael Cuccione Foundation, an organization that is dedicated to raising funds for Childhood Cancer Research, and he remains an enthusiastic supporter. An avid golfer, Anthony is a member of Shaughnessy Golf and Country Club.
Lindsay began her career with Ciccone McKay Financial Group in 2004, as an advisor in the insurance and investment planning industry. After 8 years working nearly exclusively with Ciccone McKay’s sister company, The Immix Group: An Employee Benefits Company Ltd:, Lindsay returned to working with Ciccone McKay in 2019.
As Vice President of both Ciccone McKay Financial Group and sister company the Immix Group, Lindsay oversees the operations of both companies. At Ciccone McKay, Lindsay’s focus is on developing and overseeing company initiatives, and ensuring the team is on track. Lindsay loves tackling problems, organizing projects and socializing with the team.
Lindsay graduated from UBC in 2003. She is licensed by the Insurance Council of BC and through the Financial Planners Standards Council of Canada as a Certified Financial Planner. Lindsay is on the organizing committee for 100 Women Who Care Vancouver, a local giving concept charity group, and is co-founder of a women’s industry networking group, the OGIC. Lindsay lives in Vancouver with her family, which means a lot of time on the seawall with her husband, young son and large dopey dog.
Trust & Estate Planning Specialist Sabrina Beaudoin joined Ciccone McKay in 2012. Sabrina offers core-expertise skills in: holistic financial planning; investments and insurance; and trust and estate planning. Serving clients in both English and French, she has worked extensively in the financial services sector.
As an Investment and Insurance Specialist, Sabrina worked with Anthony Ciccone, President of Ciccone McKay Financial Group, with a focus on developing, implementing, and managing financial planning processes and strategies. Previously she worked for a mutual fund company in Toronto.
Sabrina earned her Bachelor of Science degree from McGill University in 2009. Her accreditations include being:
Sabrina lives in Squamish, BC with her partner and two young children where they enjoy the richness of outdoor activities that area provides, such as snowboarding, boating, camping and hiking.
Steven Bicego joined Ciccone McKay with a strong foundation in insurance and investment planning, having previously worked as an advisor with one of Canada’s largest insurance companies. He graduated from the Sauder School of Business at the University of British Columbia in 2009 with a Bachelor of Commerce degree.
At Ciccone McKay, Steven serves a dual role: as a trusted Advisor, he works closely with both personal and corporate clients, helping them achieve financial clarity and purpose through tailored planning strategies. Beyond client work, Steven leads the firm’s day-to-day operations and plays a central role in executing its long-term vision. With over a decade of experience in the financial services industry, he brings a deep understanding of both the client and advisor experience—constantly refining internal processes, enhancing service delivery, and strengthening the firm’s operational foundation. His leadership ensures the team operates efficiently and continues to deliver consistent value across all client touchpoints.
Committed to building long-term relationships rooted in trust, transparency, and practical advice, Steven’s dedication extends beyond the office. He is an active member of the Vancouver Marpole Lions Club and serves on the Board of Directors for a non-profit housing society that provides affordable living for seniors.
In addition to being licensed with the Insurance Council of British Columbia, Steven is currently pursuing both the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations to deepen his expertise in advanced estate and insurance planning.
Outside of work, Steven enjoys playing soccer, traveling, and proudly embraces life as a dedicated girl dad, cherishing every moment with his wife and their two young daughters.
Tore Corrado is a Financial Planner at Ciccone McKay and a key member of the firm’s planning and service team. He holds the CERTIFIED FINANCIAL PLANNER® designation and supports business owners and families with complex financial lives who value clarity, structure, long-term stewardship, and evidence-based guidance.
Working within Ciccone McKay’s team framework, Tore contributes to the development and execution of comprehensive financial plans that coordinate tax, estate, insurance, investment, and succession strategies. He collaborates closely with other senior advisors and portfolio management colleagues, and he coordinates with clients’ external advisory professionals to support a seamless and disciplined client experience—ensuring strategies are implemented efficiently, and in the right order.
His role is to help clients evaluate trade-offs and understand the “why” behind each opportunity—guiding clients to making informed decisions with clarity and control. This discipline is especially valuable during pivotal life events or major transitions where thoughtful planning and efficiency are critical.
Tore joined Ciccone McKay in 2016 and is a licensed insurance advisor through the Insurance Council of British Columbia. Selected in the 2014 CFL Draft, he brings a disciplined, team-first mindset and long-term perspective to his work while supporting the firm’s mission to simplify complexities, protect legacies, and provide peace of mind.
Asha Reeves is a CPA with over 20 years of accounting and finance experience. Prior to working with the Ciccone McKay Group of companies and raising a young family, she was the Controller at Boston Pizza International Inc. for six years.
At Ciccone McKay, Asha works closely with our executive management team to provide timely financial reporting and analysis. Asha plays a key role in ongoing strategic and long-term growth for the company.
Asha holds a Bachelor of Arts from UBC and has been a member of the Certified General Accountants Association (now CPA) since 2003. Born and raised in the Lower Mainland, she now calls the North Shore home.
Dan began his insurance and estate planning career in 1973 . Over the years where he has worked from coast to coast in Canada Dan has become recognized as a leader in advanced estate planning case work.
From the beginning of his years at a major insurer, Dan has continued to build on his expertise in both client situation analysis and case presentation allowing a large number of advisors and their clients to reach optimal financial outcomes.
Born in Toronto, Ontario, Dan has a degree and experience both in Drama, from Brock University and Education, from St. Mary’s. From a professional perspective he has earned his CLU, CHF.C. and CFP® registered trademark , and is a regular speaker to professional groups.
A member of the Society of Trust and Estate Practitioners (TEP) and the Financlal Planning Standards Council (CCFP® registered trademark FP)
604.688.5262 | info@Ciccone-McKay.com