About us

We’ll help you build a personalized financial security plan. Financial security planning is about more than just retirement planning – it’s about building a financial strategy that considers your immediate needs and your long-term goals and dreams.

Swan Financial Concepts Inc.
Bob Swan, CFP®
Certified Financial Planner®
Investment Representative
Bob Swan | Certified Financial Planner | Thunder Bay ON

Bob joined Freedom 55 Financial in January of 2000 and received his Certified Financial Planner® designation in June of 2004. Bob is an active member of the community and is involved in a variety of endeavors. Bob is married to Leslie and they have two daughters.

Jillian Lawson
Insurance Advisor
Investment Representative
Jillian Swan | Swan Financial Concepts Inc.

Jill joined Freedom 55 Financial in January of 2019 after completing her Bachelor’s in Mathematics from Lakehead University. In her spare time, Jill enjoys growing her record collection, and travelling.

Supported by a team of experts

When specialized expertise is required, We have access to a team of professionals. They specialize in tax, law, accounting, investments, insurance, group benefits, mortgages and financial security planning.