Business Details
36 Years
experience
Your Trusted Partner for Comprehensive Financial Planning
Ciccone McKay Financial Group is an independent financial services firm with decades of combined experience in risk management, wealth management, and employee benefits. Our approach centers on transparency, collaboration, and balance, ensuring we understand each client's unique financial priorities. We work alongside professional advisors to deliver coordinated planning solutions, specializing in intergenerational wealth transfer, retirement strategies, and business succession planning. With a focus on personalized service, we help clients grow, manage, protect, and transfer their wealth while addressing complex family dynamics and long-term legacy goals. 
Services
Intergenerational Financial Planning
Investment Portfolio Management
Risk Management
Tax & Estate Planning
Retirement Planning
Business Succession Planning
Employee Benefits Programs
Details
- Year established: 1990
Highlights and features
- We offer personalized financial strategies tailored to intergenerational wealth transfer needs.
- Our team includes Certified Financial Planners and Chartered Financial Consultants with decades of experience.
- We prioritize transparent, collaborative planning aligned with client values.
- We coordinate with tax accountants, lawyers, and investment experts for holistic solutions.
- We maintain long-term client relationships, adapting plans as life circumstances evolve.
What people say
Excellent service
Knowledgeable advisors
Transparent reporting
Trusted advisor
Long-term relationship
Services
Intergenerational Financial Planning
Our intergenerational financial planning creates customized strategies for preserving and transferring family wealth across generations. We coordinate with legal and tax professionals to align estate plans with long-term legacy goals, addressing complex family dynamics and business succession needs. Clients receive ongoing plan adjustments to reflect evolving personal circumstances and regulatory changes.
Investment Portfolio Management
We implement goal-based investment strategies tailored to individual financial objectives. Our approach emphasizes diversified portfolios with regular performance reviews, adapting to market shifts and changing client needs. We focus on risk-adjusted returns while maintaining transparency in investment decisions and fee structures.
Risk Management
Our risk management services identify potential threats to personal and business assets through comprehensive assessments. We develop customized insurance solutions and contingency plans, addressing succession risks, partnership agreements, and estate liquidity needs to safeguard clients' financial security against unexpected events.
Tax & Estate Planning
We create integrated tax and estate plans to minimize liabilities while ensuring smooth asset transfer. Our specialists work with legal professionals to draft wills, establish trusts, and implement strategies that protect family wealth, addressing both immediate tax efficiency and multi-generational legacy objectives.
Employee Benefits Programs
Through our sister company Immix Group, we design customized employee benefits packages that balance employer budgets with employee needs. Services include plan selection, cost analysis, and ongoing administration support, focusing on competitive benefits that enhance employee retention and satisfaction.
People
Anthony Ciccone
President
Chartered Financial Consultant with 35+ years experience in estate planning. Founded Ciccone McKay in 1990 after roles at Imperial Life and Manulife. Specializes in intergenerational wealth transfer and business succession planning for high-net-worth clients.
Lindsay Byrka
Vice President
Certified Financial Planner with 20+ years in insurance and investment planning. Oversees operations for Ciccone McKay and Immix Group. Focuses on strategic initiatives and client relationship management for corporate and individual clients.
Sabrina Beaudoin
Trust & Estate Planning Specialist
Certified Financial Planner and Trust & Estate Practitioner with expertise in holistic financial planning. Specializes in cross-border estate issues and serves clients in English and French, developing customized wealth preservation strategies.
Steven Bicego
Client Relationship Manager
Bachelor of Commerce graduate with 15+ years in financial services. Manages client relationships while leading operational improvements. Pursuing CFP and CLU designations, focusing on estate and insurance planning solutions.
Salvatore Corrado
Client Relationship Manager
Economics graduate with CFP certification. Develops financial roadmaps for personal and corporate clients, emphasizing informed decision-making. Brings analytical expertise from major banking experience to Ciccone McKay's planning process.
Questions
What financial planning services do you specialize in?
We specialize in intergenerational wealth transfer, retirement planning, risk management, estate planning, business succession, and employee benefits programs tailored to individual and corporate needs.
How do you ensure personalized financial strategies?
We conduct in-depth assessments of clients' financial situations, values, and long-term goals, creating customized plans that evolve with changing circumstances and market conditions.
What sets your firm apart from other financial advisors?
Our collaborative approach integrates tax, legal, and investment expertise under one framework, ensuring comprehensive solutions that address both personal and business financial needs.
Do you work with clients outside Vancouver?
While based in Vancouver, we serve clients across Canada, offering virtual consultations and tailored solutions for businesses and individuals nationwide.
What credentials do your advisors hold?
Our team includes Certified Financial Planners, Chartered Financial Consultants, and specialists with designations like CLU and TEP, ensuring technical expertise across financial disciplines.
