Anthony began his career as an investment and insurance advisor in 1986, after a chance encounter sparked an interest in the industry. This interest became a passion, and by 1990, Anthony was heading up his own company, The Ciccone Group. Over the years, Anthony has solidified his reputation as a leader in his field, with a personal and professional mandate to build long term trusted relationships with clients, based upon sound advice.
In 2004, Anthony formed Ciccone McKay Financial Group with his now retired partner, Gerry McKay. Building upon the success and growth of Ciccone McKay, and realizing a need existed within the industry, Anthony expanded his company in 2010 to include a subsidiary firm specializing in employee benefits, the Immix Group.
A lifelong resident of Vancouver, Anthony and his family are active participants in the community. Anthony sits on the board of directors for the Michael Cuccione Foundation, the Lovison Family Memorial Scholarship and has been a member of the Vancouver Golf Club for over 15 years.
Lindsay began her career with Ciccone McKay Financial Group in 2004, as an advisor in the insurance and investment planning industry. After 8 years working nearly exclusively with Ciccone McKay’s sister company, The Immix Group: An Employee Benefits Company Ltd:, Lindsay returned to working with Ciccone McKay in 2019.
As Vice President of both Ciccone McKay Financial Group and sister company the Immix Group, Lindsay oversees the operations of both companies. At Ciccone McKay, Lindsay’s focus is on developing and overseeing company initiatives, and ensuring the team is on track. Lindsay loves tackling problems, organizing projects and socializing with the team.
Lindsay graduated from UBC in 2003. She is licensed by the Insurance Council of BC and through the Financial Planners Standards Council of Canada as a Certified Financial Planner. Lindsay is on the organizing committee for 100 Women Who Care Vancouver, a local giving concept charity group, and is co-founder of a women’s industry networking group, the OGIC. Lindsay lives in Vancouver with her family, which means a lot of time on the seawall with her husband, young son and large dopey dog.
Trust & Estate Planning Specialist Sabrina Beaudoin joined Ciccone McKay in 2012. Sabrina offers core-expertise skills in: holistic financial planning; investments and insurance; and trust and estate planning. Serving clients in both English and French, she has worked extensively in the financial services sector.
As an Investment and Insurance Specialist, Sabrina worked with Anthony Ciccone, President of Ciccone McKay Financial Group, with a focus on developing, implementing, and managing financial planning processes and strategies. Previously she worked for a mutual fund company in Toronto.
Sabrina earned her Bachelor of Science degree from McGill University in 2009. Her accreditations include being:
Currently living in Squamish, BC, Sabrina enjoys the richness of outdoor activities that area provides, such as snowboarding, rock climbing, camping and hiking. She also knits and crochets. And last but far from least, Sabrina has a German Shepherd named Ruckus.
Steven Bicego graduated from the Sauder School of Business with a Bachelor of Commerce Degree in 2009. Prior to joining Ciccone McKay, Steven worked as an advisor at one of the largest insurance company’s in Canada, providing insurance and investment solutions to clients.
As a Financial Advisor at Ciccone McKay, Steven works both with personal and corporate clients providing them with financial clarity and purpose. His focus is building long-term trusted relationships with new and existing clients that is based on sound financial advice.
Steven is actively involved in his community and is a member of the Vancouver Marpole Lions Club. He sits on the board of directors for a non-profit housing society, providing affordable living for seniors. In addition, he sits on the board of directors for various public companies.
In his free time, he enjoys playing soccer and hockey, and experiencing the beautiful wonders of British Columbia with his family and friends.
He is registered to offer mutual funds and is licensed with the Insurance Council of BC. He is currently working towards completing his CFP designation.
Tore comes to the Ciccone McKay team as a recent graduate from Simon Fraser University, attaining his Bachelor of Arts, specializing in Economics.
Prior to joining the team, Tore pursued a football career that led him to being selected in the 2014 CFL draft to the Toronto Argonauts.
After the conclusion of his football career, Tore began his professional career in the financial industry by working for TD bank as a Financial Service Representative.
Tore is also currently registered to sell mutual funds, and works closely with Sabrina, as an Insurance and Investment Analyst with an aim at reviewing existing portfolios.
Tore, in addition to this, also conducts research and preparation that may assist the team in providing balanced portfolios that are tailored specific to our clients.
As Insurance and Investment Coordinator, Hélène Janody serves Ciccone McKay clients as the point of contact with carriers. Of her ongoing service to our clients, Hélène declares herself “passionate and dedicated to helping deliver an excellent customer experience.” She always welcomes client inquiries and is glad to assist.
Hélène also administers new business insurance, oversees and processes new insurance and investment business, and liaises with Ciccone McKay suppliers. Fluent in both English and French, she is responsible for general office management, ensuring that operations keep running smoothly.
In 2010 Hélène earned her Bachelor’s degree, specializing in business and marketing, from Dijon University, France. She then interned with the French multinational investment bank Société Générale while studying for her Bank and Insurance Licence. Moving to Vancouver, Hélène became licensed in 2016 with the Insurance Council of BC. She joined Ciccone McKay in 2017 and is currently working on the Canadian Securities Course.
When not at work, Helene enjoys volunteering, e.g., with Hub Cycling, a charitable not-for-profit organization dedicated to improving cycling in Vancouver. She also appreciates the beauty of nature and the personal and professional enrichment that have all come with living here.
Hélène hikes, skis, runs, swims, crochets and savours both cooking and art. And, rain or shine, she bikes to work. Hélène explains, “I always look forward to experiencing new adventures, new places and cultures. My motto is: Life is short, so enjoy every single moment.”
Vittorio Ciccone joined Ciccone McKay in 2020 and is an Analyst. In his role, Vittorio works closely with our executive team members and is responsible for the planning and coordination of day-to-day operations, business development and marketing initiatives.
Additionally, Vittorio is a member of our investment team, as he works closely with our partnered Portfolio Manager Rachit Tibrewala of Louisbourg Investments and Sabrina Beaudoin on researching, developing, and reviewing our client’s custom-tailored investment portfolios.
Vittorio graduated from the University of British Columbia’s Sauder School of Business, where he attained his Bachelor of Commerce specializing in Entrepreneurial Studies. As an integral part of his studies, Vittorio gained investment experience through various internships at major financial corporations. He was responsible for research and involved with strategy implementation at those firms. He is currently working toward his master’s degree (finance) at City, University of London.
Outside work, Vittorio practices his golf game as a single-digit handicap player. Moreover, Vittorio enjoys reading books on emerging technologies and finance and spends his time researching and writing many of the Ciccone McKay blogs.
Asha Reeves is a CPA with over 20 years of accounting and finance experience. Prior to working with the Ciccone McKay Group of companies and raising a young family, she was the Controller at Boston Pizza International Inc. for six years.
At Ciccone McKay, Asha works closely with our executive management team to provide timely financial reporting and analysis. Asha plays a key role in ongoing strategic and long-term growth for the company.
Asha holds a Bachelor of Arts from UBC and has been a member of the Certified General Accountants Association (now CPA) since 2003. Born and raised in the Lower Mainland, she now calls the North Shore home.
Peter Howard-Jones began his career with Manulife Financial in 1973, shortly after emigrating to Vancouver from London, England. In 1994, he founded Howard-Jones Insurance Services Inc, a full service financial services organization.
Today, Peter works with both personal and corporate clients to help them obtain their financial goals. His primary focus is on business owners and senior executives, providing them with estate planning and retirement income planning. In addition to this, Peter manages a large corporate clientele of employee benefit plans. Peter is dedicated to providing exceptional service to his clients, and has earned the recognition of the his industry peers. He is a Life and Qualifying member of the Million Dollar Round Table, with Top of the Table and Court of the Table Membership, a member of Advocis, as well as the recipient of the National Quality Award each year since 1974. He is a recognized Five Star Master Builder with Manulife Financial.
In 2008, Peter joined forces with Ciccone/ McKay Financial Group in order to provide his group benefits clients with comprehensive, ongoing service.
Dan began his insurance and estate planning career in 1973 . Over the years where he has worked from coast to coast in Canada Dan has become recognized as a leader in advanced estate planning case work.
From the beginning of his years at a major insurer, Dan has continued to build on his expertise in both client situation analysis and case presentation allowing a large number of advisors and their clients to reach optimal financial outcomes.
Born in Toronto, Ontario, Dan has a degree and experience both in Drama, from Brock University and Education, from St. Mary’s. From a professional perspective he has earned his CLU, CHF.C. and CFP, and is a regular speaker to professional groups.
A member of the Society of Trust and Estate Practitioners (TEP) and the Financlal Planning Standards Council (CFP)
Rachit joined Louisbourg Investments in 2020 as a Portfolio Manager and is based in Vancouver. In this role, Rachit is instrumental in working closely with Ciccone Mckay clients on institutional calibre investment strategies and creating custom portfolios that suit their long-term goals. He is also a part of Louisbourg's research team and works on existing and new ideas for the equity and fixed income strategies.
Rachit graduated from Indiana University’s Kelley School of Business with a major in Finance and Entrepreneurship and acquired the CFA charter in 2015. He worked at a Wealth Management company in Chicago for over 9 years as an Investment Analyst and brings expertise in portfolio management, research, analysis, and client servicing. Rachit is a strategic thinker and likes to lead with numbers. New to BC, Rachit loves to explore the area. He enjoys being outdoors and spends his free time playing soccer, golf, and going on long bike rides.
Sharmila is an Administrative Assistant at the Ciccone McKay Financial Group. In joining the firm on January 18, 2021, Sharmila brought a core expertise of fostering relationships with clients, managing projects, and supporting team members.
Sharmila has more than 20 years’ experience working in industries such as commercial property management, insurance brokerage, accounting and finance. She almost exclusively reported to executive management, as she does now at Ciccone McKay. Sharmila believes in the importance of building and maintaining strong relationships with those she supports, as this is the foundation of being successful. Outside of work, Sharmila enjoys spending time with friends, exploring new restaurants, watching movies and travelling to exotic places. She loves learning about and embracing other cultures, especially trying different international cuisine. For 10 years Sharmila volunteered at the Cinderella Foundation, which gives underprivileged teenagers a Cinderella- or Cinderfella-worthy graduation, complete with formalwear and volunteer stylists. Sharmila is now focusing on a new volunteer initiative: children’s causes that are near and dear to her heart.