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Resources

Calculators

RRSP Tax Savings Calculator for the 2019 Tax Year

Helpful Websites

GetSmarterAboutMoney.ca
Canadian Credit Report
Canada Revenue Agency
Canada Pension Plan
Employment and Social Development Canada
Canada Life & Health Insurance Association Inc.

Canadian Financial News

Bloomberg
Canadian Business
Financial Post
Globe & Mail Report on Business
Globe Investor

Investment Account Information

RRSP (Registered Retirement Savings Plan)
RRIF (Registered Retirement Income Fund)
RESP (Registered Education Savings)
TFSA (Tax-Free Savings Account)
RDSP (Registered Disability Savings Plan)

Resources for Ages 55+

Old Age Security (OAS)
Information
Canada Pension Plan (CPP)
Information
Senior Tax and Benefit information
Seniors Canada website

Happy Clients

“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 | Real Estate Agent

Happy Clients

“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 | Realtor

Happy Clients

“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 | Mortgage Broker

Happy Clients

“Tami is a terrific broker. We have referred many clients to her and the feedback is always positive. She is personable and provides innovative high valued solutions.”

– Lorne Marr | Director of Business Development

Happy Clients

“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.”

– Rob Music | Owner/Manager at Access Automotive

Happy Clients

“Tami is a great resource. She is an excellent person to get any of your Insurance needs from. She has been in the Industry a long time. She explains everything to you, what is available and how she can help you. She has been very helpful to myself, and given me confidence and great advice and ideas.”

– Lori Feist | Business Development & Social Media Marketing

Happy Clients

“Tami is one of the most intelligent, compassionate, and driven person I’ve ever met. Her willingness to constantly help others, and knack for problem solving, sure make her an asset to any team. She is highly regarded as one who is an expert in her fields. Keep up the good work Tami!”

– James Low

Contact Us

Shoreline Financial & Insurance Services Ltd.

Tami Romanchuk, CFP^®, CLU^®

T: (250) 475-6601
E: admin@shorelinefinancial.com

#122 – 2871 Jacklin Road
Victoria, BC
V9B 0P3

About

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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