“I am extremely pleased with the service that Anthony
and Gerry have provided me with. Specifically, the IPP that
they created for me and helped me establish has proven to
be a very effective retirement planning program. It is a great
vehicle for mature executives as well as business owners,
managers and professionals.
The IPP is also perfect for providing me with additional
tax deferred protection over and above my group RRSP. The
flexibility of contributions allows for additional advances
in good years and lesser ones in poorer years, making it the
ideal solution for all my retirement needs.
The Ciccone/McKay team helped me through every step of the
process, ensuring that I was kept up to date on all procedures
and that the IPP was specific to my individual needs and retirement
goals. I would recommend the Ciccone/McKay team to anyone
who is looking for assistance or advice with their financial
or retirement goals.”
Warwick Reid - President, Horton Trading
Ltd., Vancouver, BC
Very responsive to our needs ...
“We have been working with Gerry McKay
for over 20 years, when he first took care of our group RRSP
needs. As time went on and we got to know Gerry, we turned
to him for more services, including our employee benefit plan.
It is important to seek people you can trust and then to hold
on to them. That is what we did with Gerry and that is why
we are still working with him today.
The length of our relationship with Gerry speaks for itself.
Not only does he ensure that our employees are well taken
care of and that they have the best benefit plan possible,
he is also very responsive to our needs, ensuring that we
understand and have clarity on all matters and that we have
the most up to date information.
There are many people who can provide us with an employee
benefit plan, but what makes Gerry and the Cicone/McKay team
stand out from the rest is their service.”
Kate Wighton - President, Elan
Data Makers, Vancouver, BC
The Ciccone/McKay team has given me security...
“In the past, I had never given my
financial portfolio much thought. Anthony taught me the importance
of having a balanced financial portfolio and made me more
aware of areas of my life that needed attention. He explained
the philosophy in a way that was not too pushy or aggressive,
but more informative. The two concepts of the Ciccone/McKay
philosophy that influenced me the most were the areas of
risk management and investment strategies.
Working with the Ciccone/McKay team has given
me security knowing that my family will be taken care of and
protected should anything happen to me. I trust Anthony to
handle all of my RRSP contributions and to decide where they
should be invested - something I would not let just anybody
do. I trust Anthony and I know that he handles my money as
if it were his own.
From the moment I met Anthony, I knew he
was a good person and someone I could trust. I would not hesitate
to recommend him to anybody I know and have already recommended
him to several of my friends.”
John Matak - Coquitlam,BC
Taken the worry off our minds...
“Eleven years ago, when I was looking
for a financial advisor to take care of my estate planning
and family trust needs, my attorney recommended that I talk
with Anthony Ciccone. Since then, I have developed a personal
relationship with Anthony, one where I trust him to take care
of my family’s most important business and financial
needs and some of my most private information.
I feel completely confident and secure in
having the Ciccone/McKay team take care of my needs as I know
that they are always working in my best interests and providing
me with the best options. The Ciccone/McKay team has helped
me and my family simplify the estate planning process and
has really taken the worry off our minds. Their knowledge,
experience, attention to detail and personal approach enables
me to know that I can rely on their recommendations without
any hesitation.”
Bruno Benedet Jr. - Bosa
Foods, Vancouver, BC
I feel very comfortable recommending Ciccone/McKay
to my clients…
“In an industry where financial advisors
can provide similar products to their clients, it is important
to distinguish yourself from the rest of the pack. Anthony
and the Ciccone/McKay team do this by taking a personal interest
in their clients. Not only do they take the time to get to
know their clients and find a solution that will fit their
individual needs, they are also proactive in planning for
their clients’ future.
For the past 10 years, I have known Anthony
as someone who provides expert and positive advice to all
of his clients. As a result, I feel very comfortable recommending
Ciccone/McKay to my clients as I know they are reputable advisors
who always provide solutions that are in the best interest
of their clients.”
Graeme Davies - Chartered
Accountant, Grant Thornton LLP
I am now on the right path to achieving these
goals…
“As a business owner, Anthony has been
my trusted advisor for the past 12 years, helping me make
clearer, and more strategic and tactical decisions. He is
one of the last people I talk to before I make any major decision
regarding my personal or business finances.
When I started working with Anthony, my long
term goals included achieving financial freedom, accumulating
wealth and preparing for retirement. With Anthony’s
help, I am now on the right path to achieving these goals.
The “Building a Balanced Financial Portfolio”
approach that the Ciccone/McKay team uses is really a common
sense approach to your financial life. If you apply these
concepts, in 10 years I guarantee you will see results. It
is this model, which can be applied to anyone, that helps
you stay on track and keeps you disciplined to achieve your
goals. I am confident that by working with Anthony and the
Ciccone/McKay team, I will ultimately achieve my goals.”
Anthony Kuschak - Vancouver,
BC
Level of customer service, industry knowledge
and genuineness are second to none…
“As a Chartered Accountant, my clients
come to me as their trusted advisor and often request referrals
for other service professionals. I only recommend people who
possess the same values and ethics as I do, as well as people
who look after their clients’ best interests instead
of their own.
With my credibility on the line, I know that
Anthony Ciccone and the team at Ciccone/McKay will do an excellent
job for my clients. I feel comfortable aligning myself with
Anthony and recommending him to my clients as his level of
customer service, industry knowledge and genuineness are second
to none.”
Dino Infanti - Chartered
Accountant, Vancouver, BC
Integral to my personal financial planning…
“I have worked with Anthony Ciccone for
over 10 years and it has been an excellent experience for
me. As someone I trust, I know that Anthony always has my
best interests in mind and always follows through on his commitments.
His financial knowledge and entrepreneurial creativity make
him integral to my personal financial planning.
Having worked with other financial consultants
in the past, what makes the Ciccone/McKay team unique is how
I feel that they actually care about my short and long term
goals. They have helped me achieve balance in my financial
life by advising me on the best strategies for saving money,
RRSP investing and leveraged borrowing. I now have an increased
sense of safety knowing that the future has been looked after
for me and my family. I would recommend Ciccone/McKay’s
services to anyone wanting to improve on their plans for the
future in terms of smart investing.”
Brad Leitch - President,
Soccercity Enterprises
The service they have provided us has been
top rate…
“When it was time to re-evaluate our employee
benefit program, we talked to the team at Ciccone/McKay and
knew right away that they were different from the other consultants
we had worked with.
Ciccone/McKay has been instrumental in helping
my company of over 200 employees incorporate a new employee
benefits program. The service that they have provided us has
been top rate. They are very tenacious and diligent with the
information they provide to us, ensuring that all of our needs
are taken care of in a timely manner. We know that they have
worked in our best interests to get the best rate possible
and we feel good knowing that our benefit costs will be contained
in the future.”
Rick Ripoli – Stylus
Sofas, Burnaby, BC
A business and personal relationship that I
and my family value greatly…
“When I was looking for a financial consultant
for myself and my family business, I met with several different
companies and individuals. None of them had the same focus
and individual attention as Ciccone/McKay Financial Group
did. With a focus on the “bigger picture” and
long term planning, I always know that they have my best interests
in mind. I know that I made the right choice with Ciccone/McKay
as they are not only very good at what they do, they are very
sincere and truly honorable people.
Ciccone/McKay plays a big part in our life,
working with all aspects of the business to monitor changes
and adjust our plans accordingly. The advice and planning
process that Ciccone/McKay has helped us achieve has affected
three generations of our family.
Working with Anthony and his team for the past
10 years has been an extremely positive experience for both
me and my family. They have been instrumental in successfully
shaping our estate planning and financial future, a business
and personal relationship that I and my family value greatly.
We now have financial security for the present and the future.”
Todd Johnston –
Tri-R Systems, Coquitlam, BC
Working with Ciccone/McKay has given me peace
of mind...
“Working with Anthony and Ciccone/McKay
for the past 15 years has taught me a lot about the financial
services industry. It has taught me the importance of planning,
of working with qualified and knowledgeable consultants and
of knowing that my financial decisions can affect other areas
of my life including my family and business.
What sets Ciccone/McKay apart from other financial
consultants is that they actually practice what they preach.
From the first time I met Anthony, I knew he was a sincere
person and that he was genuinely interested in me, my life
and my family, and not just my financial portfolio. The Ciccone/McKay
team takes the time to get to know their clients and understand
their needs. When developing my investment profile, they didn’t
push their ideas on me but instead took the time to understand
my risk tolerance and then matched it to an appropriate investment
strategy.
Working with Ciccone/McKay has given me peace
of mind. I don’t have the time to follow the markets
and keep track of my investment portfolio, so I feel very
comfortable and secure knowing that I have Anthony and his
team to take care of that. I can rely on them and trust them
to take care of it for me and to make decisions that are in
my best interest. I would definitely recommend the Ciccone/McKay
team to any of my colleagues, friends or family.”
Troy Zanatta – Restwell
Sleep Products, Surrey, BC
I know I am taken care of...
“The Ciccone/McKay team has been instrumental
in helping me establish a strong foundation for my financial
future. Their approach to a balanced financial portfolio has
helped me gain insight into my future needs and has resulted
in me developing a savings account, RRSP contributions and
life insurance premiums.
Anthony and his team are very personable people,
something that is very important to me when I am in a working
relationship. They take the time to explain and make sure
that I understand everything before something is implemented.
With their personal approach, regular “check-ins”
and professional advice, I know I am taken care of with Ciccone/McKay.”
