Shoreline Financial was originally established in 1979, assisting both business owners and families prepare for life’s planned and unplanned events. Through our experiences, we have helped many family members during troublesome times as well as celebratory events such as graduation, new births, and retirement.
Our mission is to simplify the process and make financial planning exciting! We want to ensure you are comfortable and educated enough to execute and navigate a long-term plan for you and your family’s future. We take great pride in making this process accessible, informative, and easy.
Our vision is to help business owners understand and navigate the complexities and realities of planning, wealth accumulation, wealth management, as well as tax planning and risk management. We apply the same basic principles to personal planning as we do professional advice, and we take pride in catering to your individual goals.
Our values are to ensure open communication, to be accountable to you on the advice that we provide, plan a proactive timeline, and if nothing else, educate you through this entire journey to ensure you achieve the future you desire.
We look forward to working with you and your loved to help you set and achieve your life goals!
Tami has been developing her extensive career in the financial services industry since 2003. She has taken on a variety of roles including associate, advisor and insurance sales director at the corporate level with an International Organization, where she won an Initiative Award for her unique study group for advisors.
These experiences have helped Tami discover her passion: helping clients minimize the overwhelming feelings associated with financial planning and risk management. She became Owner of Shoreline Financial & Insurance Services Ltd. in 2017, a company originally established in 1979.
Tami acts as an educator for clients who are looking for assistance with making informed decisions based on their needs and goals. She does her best work with business owners and established professionals focused on maximizing tax efficiencies and creating their estate plan. Tami gives her clients confidence. She has a magnetic energy and they appreciate her honest advice and trustworthiness. She is a great communicator and resourceful leader.
Tami has had many friends and family members face unexpected illness and injury; she has seen firsthand the difference between being prepared, and not being prepared. Tami is driven by her passion for people, personal growth, and independence.
Tami attended MacEwan University where she completed the Business Management Program. She completed her Certified Financial Planner designation in 2013 and her Chartered Life Underwriter designation in 2017. She is currently completing her Registered Financial Planner designation.
Tami’s main residence is in Victoria but she also spends time in Edmonton. She has served on several boards including Edmonton Folk Music Festival, Advocis Edmonton, Advocis Banff School and Toastmasters. She’s volunteered with the Canadian Cancer Society, Women in Leadership Foundation, Junior Achievement and for Big Brothers Big Sisters. Tami has been an avid motorcyclist for 18 years and enjoys concerts, camping & exploring.
Chantelle started working for Shoreline Financial in January 2019. Not only was she starting a new job, she was changing career fields as well. Her experience comes from being a Pharmacy Assistant for 8 years after achieving a Diploma from the Pharmacy Technician Program at St. Clair College. Moving into insurance from pharmacy was a bit of an adjustment for her, but also a blessing because working with the pharmaceutical side of insurance has given her a step up to start from. Also, Chantelle having a background in pharmacy and having to adhere to the strict and high standards of the legislation & ethics governing that body of work has been an asset for her transition to the high standard of rules, regulations, and ethics of the financial planning field. Most recently Chantelle has completed the Life Licence Qualifying Program and is now a licenced assistant to Tami. As the Customer Relations Manager and Compliance Officer for Shoreline Financial, it is her priority to ensure customer satisfaction while adhering to the rules & regulations that protect both consumers and licensed professionals alike.
When not at work, Chantelle enjoys activities that feed her creative and artistic side, such as photography, crocheting, painting, and most recently sewing. She also adores a good hike with camera in hand, because capturing the wonderous and awe-inspiring side of nature is what interests her most. Camping is another activity Chantelle delights in as it ties in with her admiration of nature. Chantelle loves celebrating birthdays, especially her own, so don’t be surprised if you get a birthday card or email from the team to recognize the occasion. She likes rainy days just as much as sunny days because balance is key in her world, and she does not have a favourite season for the reason that each season has it’s own attractive qualities (it probably helps that Victoria’s weather doesn’t get very extreme besides the occasional wind storm).
Chantelle’s goal is to leave a positive impact on the people she encounters in life and relish every minute of it through difficult times as well as good times whether that be at work or in her personal life.
Zhivana has two decades of office, insurance and finance experience. She has been a licensed advisor in life insurance, accident and sickness insurance, segregated funds, mutual funds and RESP’s. This level of understanding for this field enables her able to ensure the compliance and legislative rules are followed, and client’s information is protected. She discovered early on in her career that she prefers the administrative side of the industry and truly enjoys working with Tami, and the team. Tami is the first advisor she truly believes in working for and is proud to be a team member with Shoreline. In her spare time she enjoys spending time with her family, music, singing, creating art, interior decorating and design, and gardening.
Lynn Phillips, CFP is the Senior Planner at Navi Consulting. Her diverse background, which includes financial planning, project management and training administration, has enabled her to become a well-rounded, strategic planner who is able to coach and advise in a range of areas.
Lynn has worked in finance for over 18 years; her experience includes personal financial planning, government finance and banking. Lynn’s passion lies in helping people achieve the goals they didn’t think they could reach. Because she particularly enjoys the analytical aspect of financial planning, Lynn has developed the skill to find alternative solutions for clients and help them develop actionable strategies. She has a built a reputation for being a highly strategic analyst with the ability to find creative solutions to problems.
Lynn is also a Director for the Gonzales Neighbourhood Association
Tami has helped me assess my current financial picture by listening carefully to my needs and objectives. Her ability to identify strategies and opportunities to protect my family’s wealth were creative, insightful and sensible. I now have a true sense of protection and well being for myself and the ones I love. I fully endorse Tami and the services she and Innovative Financial Management offer. I would and do recommend Tami to anyone and everyone looking for a money management expert.Jason de Fraine
A good friend and incredible financial planner, Tami Romanchuk, has always been at the forefront of outstanding customer service. She is passionate about her career and focuses on continually pushing her education and knowledge to the latest, highest standards, thereby helping her provide her clients with a full spectrum of sound options in their financial portfolios.Ronald Rotsburg
Tami looks after some of my personal stuff and she is always available for advice and guidance. She is knowledgeable and thorough when going through different options.
I have also referred some of my clients to her for insurance to cover their mortgage and every time, she has found a product that suits their individual needs and is within their budget. They always come back to me with nothing but good things to say.
Tami is a pleasure to deal with and always does an awesome job!Rholda Keltie
Our mission is to simplify the process and make financial planning exciting! We want to ensure you are comfortable and educated enough to execute and navigate a long-term plan for you and your family’s future. We take great pride in making this process accessible, informative, and easy.
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