Business Details
23 Years
experience
Your Trusted Partner for Financial Planning Solutions in Vancouver
Ciccone McKay Financial Group is an independent financial services firm with over three decades of combined experience in risk management, wealth management, and estate planning. Our approach is rooted in transparency, collaboration, and balance, ensuring a comprehensive understanding of clients' financial situations to develop tailored strategies. We specialize in intergenerational financial planning, investment portfolio management, and employee benefits programs, working alongside clients' professional advisors to create coordinated solutions.Our team includes certified experts with designations such as CFP, TEP, and CLU, who prioritize long-term client relationships and ongoing plan adjustments to align with evolving life goals. We emphasize financial education, administrative support, and a proven step-by-step process to deliver flexible, client-centric financial programs.
Services
Intergenerational Financial Planning
Investment Portfolio Management
Risk Management
Tax & Estate Planning
Retirement Planning
Business Succession Planning
Employee Benefits Programs
Details
- Year established: 2003
Highlights and features
- We offer a holistic approach to managing wealth by integrating savings, investments, insurance, and tax planning.
- Our team includes certified experts with CFP, TEP, and CLU designations.
- As an independent firm, we provide unbiased advice tailored to your needs.
- We handle all administrative details to reduce your stress and ensure smooth implementation.
- Our proven step-by-step process ensures flexible and evolving financial plans.
Associations and certifications
- CHFC
- CFP
- TEP
- CLU
What people say
Excellent service
Knowledgeable and experienced
Very responsive
Trusted advisors
Top rate service
Services
Intergenerational Financial Planning
Building, preserving, and transferring family wealth across generations through coordinated strategies. Our approach ensures legacy continuity while addressing evolving financial dynamics. Clients benefit from tailored plans that align with personal values and long-term objectives.
Investment Portfolio Management
Customized investment strategies focused on achieving specific financial goals. We employ goal-based planning to create diversified portfolios, adapting to market changes and client needs. Regular reviews ensure alignment with desired lifestyle outcomes.
Risk Management
Comprehensive safeguards against financial risks through insurance and succession planning. We identify potential threats and implement protective measures, including wills and partnership agreements, to secure clients' assets and future.
Tax & Estate Planning
Structured strategies for efficient asset transfer and tax minimization. Our process involves creating wills, trusts, and succession plans to ensure client intentions are fulfilled while reducing legal complexities for future generations.
Retirement Planning
Tailored strategies to achieve retirement goals through systematic savings and investment plans. We assess current financial status, project future needs, and implement solutions to ensure financial stability during retirement years.
People
Anthony Ciccone
President
CHFC-certified financial planner with 35+ years of experience. Founded Ciccone McKay in 2003 after establishing expertise in estate planning and wealth management. Active in community philanthropy and industry leadership.
Lindsay Byrka
Vice President
CFP-designated professional overseeing operations for 15+ years. Specializes in insurance and investment planning. Holds leadership roles in local charitable organizations and industry networking groups.
Sabrina Beaudoin
Trust & Estate Planning Specialist
TEP-certified expert in trust and estate planning with 12+ years of experience. Provides bilingual (English/French) financial solutions. Focuses on holistic planning strategies for high-net-worth clients.
Steven Bicego
Client Relationship Manager
B.Comm graduate with decade-long experience in insurance and investment planning. Manages day-to-day operations and client relationships while pursuing advanced CFP and CLU designations.
Salvatore Corrado
Advisor
Economics graduate with 8+ years of financial advisory experience. Focuses on personalized financial roadmaps for individuals and corporations. Completing CFP certification in 2023.
Questions
What financial services do you specialize in?
We specialize in intergenerational financial planning, investment portfolio management, risk management, tax/estate planning, retirement strategies, and employee benefits programs.
How do you approach retirement planning?
We use goal-based planning to create personalized retirement strategies, assessing current assets and implementing investment solutions aligned with lifestyle objectives.
Are you an independent financial advisor?
Yes, we're completely independent and not affiliated with any banks or institutions, allowing unbiased advice tailored to client needs.
How do you handle estate planning?
We create customized estate plans using wills, trusts, and succession strategies to ensure asset transfer aligns with client intentions while minimizing tax implications.
What areas do you serve?
Primarily Vancouver and throughout British Columbia, with clients across Canada seeking specialized financial planning expertise.
How are your investment strategies structured?
We develop diversified portfolios based on individual goals, regularly reviewing and adjusting them to maintain alignment with evolving financial objectives and market conditions.
