We take care of the details – so you don’t have to
Details, details. It takes a lot of admin work to coordinate, implement, execute and maintain a proper financial plan. There are just so many moving pieces to manage: from the applications, transfer forms and filings, to the verifications, signatures, and compliance requisitions.
That’s where Ciccone McKay comes in. Our admin team is set up and mandated to do the heavy lifting for you. We facilitate all the things you need to do. Because we’re dedicated to taking the stress out of documentation, paperwork, red tape and follow-up. Our goal is for you to relax and take comfort – knowing that we’ve got your back and have the details taken care of.