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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

Financial Planning Tips: An emergency account provides cash for those sudden, short-term needs

Lately it seems like everyone is eager to invest. The conversations tend to centre around a handful of companies or coins that started out cheap —then overnight became expensive. I get the allure of such investments, I really do. But to capitalize on them perfectly requires a lot of luck and timing, both of which are hard to predict.

Dazzled by headlines about the returns, people forget about the risk. For any level of return, there is always risk...

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  • Vittorio Ciccone, B.Com | Analyst

Patience: The investment lesson we can learn from golf

Looking back at the lesson I learned on the golf course, I only begin to realize all the synergies it has with investing. Patient investing is the ability to slow the moment down and think long-term. For individual investors, a long-term horizon and patience are the ultimate key to long-term returns and ...

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  • Vittorio Ciccone, B.Com | Analyst

2021 - Q3 Market Commentary

The third quarter certainly started well. Markets moved higher as economies around the world moved to pre-pandemic activity levels. Meanwhile, global corporate earnings remained relatively strong. With these positives, we saw broad-based economic numbers return stronger than expected – without the feared no-profit margin compression that would have hurt corporate profits. All these factors allowed market participators to look beyond the rise in COVID-19 cases, helping the S&P 500 hit all-time new highs in late July. The positivity in the market continued well into August as similar trends transpired. In addition, there was ongoing ...

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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