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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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Testimonials

What our clients are saying

 

 

 

Insights

Latest News

Inflation: what it is – and how to deal with it

The biggest risk over the coming year? Inflation, say three out of five U.S. investors. That’s according to Tony DeSpirito, a managing director at BlackRock, the world’s largest asset manager. While I don’t have a similar survey of Canadian investors, my friends, clients and colleagues tell me they feel the same. And no surprise. The cost of almost everything is up.

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Financial resolutions for 2022 – to ensure your future well-being

With the passage of the old year comes the usual slew of resolutions for the new one. Resolutions often have a negative connotation. People vow to implement changes in their lives – yet somehow the changes rarely come to fruition. A person’s finances are no different. If another year has passed, and you have not yet taken steps toward financial clarity...

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2022 - Q1 Market Commentary

After a strong 2021, the first quarter of 2022 proved difficult for investors. True, with COVID vaccines and treatments, the pandemic’s economic impact decreased – leading to easing of restrictions in many western countries. But new infection risks emerged and these, plus economic concerns over inflation and the Russian invasion of Ukraine, weighed heavily on equity and bond markets. Russia is a significant exporter of energy and commodities to Europe. The escalating conflict sent energy and commodity prices to extreme levels.

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Contact Us

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

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Contact us today

604.688.5262 | info@Ciccone-McKay.com