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.


Learn More


Our Services

Intergenerational Financial Planning

Building, preserving, and transferring your family’s wealth and legacy across many generations.

Read More

Investment Portfolio Management

How do you make sure that your portfolio delivers the results and the lifestyle you want?

Read More

Risk Management

Risk management is your best safeguard to protect everything for which you’ve worked so hard.

Read More

Tax & Estate Planning

Having a comprehensive plan in place will benefit your family and future generations.

Read More


What our clients are saying





Latest News

Ciccone McKay Report: Federal Budget 2024

Budget 2024 outlines a series of proposed changes aimed at reshaping Canada’s fiscal landscape. The budget’s focus is on taxation, social benefits, housing, pension plans and business incentives. The changes, designed to enhance fairness, support, and economic growth, are intended to reflect the government’s commitment to addressing key challenges and ensuring greater opportunities for prosperity. In the following, we provide an overview of the key proposals ...

Read More

What to look for in a good long-term investment

Investors are always seeking good long-term investments. But just what makes a business a good investment in the long run?
One important thing to watch for is a company with a sustainable advantage over its competitors, also known as a sustainable moat.

Read More

Q1 2024 Market Commentary: Persistent Inflation, Strong Economic Growth, and Rising Interest Rates

Since the start of the interest-rate cycle, we’ve witnessed two interesting phenomena: the resilience of the US consumer vs. those of other economies; and the continued outperformance of the overall US economy vs. those of other regions.

Because of this resilience, the inflation trends that started slowing last year may now be reversing.

Read More

Contact Us

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


Contact us today

604.688.5262 | info@Ciccone-McKay.com