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Estate Planning for Mature Families

Estate Planning for Mature Families

by Shoreline Financial | Jul 21, 2019 | Blog, Estate Planning, Family, Retirees

What happens when the children grow up and they are no longer dependent on their parents? Estate planning for mature families and retirees can bring up a number of issues including family dynamics and harmony. One of the most difficult conversations is around fair or...
Estate Planning for Young Families

Estate Planning for Young Families

by Shoreline Financial | Jul 21, 2019 | Blog, Estate Planning, Family, Life Insurance

Having a family is a blessing and can also bring a lot of worry. A lot of this worry can stem from not being prepared for a disaster like if something were to happen to you or your spouse. We’ve put together an infographic checklist that can help you get started...
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“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.”

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“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.”

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“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!”

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“Besides being a joy to work with, Tami is a take-charge person who is able to present creative ideas and communicate the benefits. She has successfully developed several marketing plans for our group that have resulted in increased membership. Tami is knowledgeable in her field and I can confidently recommend her services to anyone.”

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Contact Us

Shoreline Financial & Insurance Services Ltd.

Tami Romanchuk, CFP®, CLU®

T: (250) 475-6601
E: [email protected]

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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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