About Us
Shoreline Financial & Insurance Services Ltd.
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 ones to help you set and achieve your life goals!
Featured In:
Tami Romanchuk, The heart of our operation
Certified Financial Planner CFP®
Chartered Life Underwriter CLU®
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. 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 also won an Initiative Award for her unique study group for advisors at Manulife.
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 and for Big Brothers Big Sisters. Tami has been an avid motorcyclist for 18 years and enjoys concerts, camping & exploring. She also practices bass guitar and is learning Spanish.
Our Trusted Professional Resources
As each situation is different, we want you to be confident that your individual needs are being met. We have aligned ourselves with various professionals to ensure your Financial plan is as comprehensive as possible
- Investment Management Companies
- Chartered Professional Accountants
- Mortgage Brokers- Auxilium Mortgage
- Bookkeepers
- Family Enterprise Exchange
- Estate and Tax Lawyers
- Real Estate Agents
- General Insurance Agents
Associations:
Rick Van Lent CPCA®
Financial Planning Analyst
Rick has developed a wide range of financial knowledge and skills from over three decades in financial services. In the past he has been an Account Manager specializing in lending products and a financial planner for two major Credit Unions in the Victoria region handling investment and insurance products, and then as a Credit Counsellor for a national non-profit organization. Most recently, running his own business providing financial analysis prior to joining Shoreline Financial.
He will be focusing on mastering our financial planning software in preparing both simple and complex financial analysis for our clients ~ to create financial plans that cover all the cycles of life.
As a Certified Professional Consultant on Aging (CPCA) Rick is keen to develop a comprehensive resource/library dealing with all the issues facing Seniors that covers lifestyle, living options, healthcare providers, etc., developing our own “in-house” expertise.
He has a very calm and deliberate approach to gathering, organizing, and summarizing a client’s financial information, providing sound options & recommendations. He is keen to listen to the client, have an open dialogue and create a collaborative plan of action.
In his leisure time, he can be seen out on the tennis courts or out kayaking. Last year, to celebrate their 60th birthday, Rick and several buddies kayaked the Teslin & Yukon River. He enjoys the outdoors, camping and exploring all the great places on Vancouver Island. It’s all about being active and healthy!
Auxilium Mortgage Team
When Kam Brar and his wife, Michelle, started this business in 2011, their goal was to reinvent the mortgage experience. A home is the single largest asset for most Canadians, and the Brars believed that it should not only be a place to live, but also an important cornerstone to your financial dreams. Based on this belief, they have successfully established a team of enthusiastic and committed experts to practice the very definition of Auxilium: aid, help, assist and support.
As an independent, locally owned and operated mortgage brokerage, we are not accountable to a national or head office, but instead, accountable to you, the client. With access to over 50 lenders, ranging from Canada’s largest banks to smaller credit unions and trust companies, we’re able to save you time and money by shopping around for the best rate and product.
Together, our team has accumulated more than 100 years of mortgage experience and knowledge that we apply to each client. By working as a team, we are able to each bring our expertise to your file.
Each member of our team is actively involved in their community. As a business, we actively support over a dozen local organizations in Victoria and the Westshore. Why? Because we live and play here, too!
auxiliummortgage.com
1-855-590-6520 TF
(250) 590-6520