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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.

Lisa Beaupre-MacKinnon, CFP®
CERTIFIED FINANCIAL PLANNER®
Investment Representative
David MacKinnon, B. Admin
Insurance Advisor
Investment Representative
Michael Touchette
Insurance Advisor
Investment Representative
Michael Touchette | Freedom 55 Financial | Cornwall ON

Supported by a team of experts

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