Everything Financial would like to welcome our newest members of the Everything Financial Team. Tami Romanchuk will be joining us as a Financial Advisor working out of our Victoria office and Ona Manning will be mentoring under Peter as an Associate Advisor at our Surrey location.
Tami – 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.
Ona – Ona is the newest addition to the Everything Financial Team. She recently completed her LLQP – Life License and is currently enrolled in Investment Funds in Canada (IFC) at the Canadian Securities Institute. While mentoring under Peter as part of the Everything Financial Mentorship Program, Ona will be working with our Group Benefits Plan employees providing education and information on financial planning.
Prior to embarking on a fresh new career in the financial services industry, Ona was an entrepreneur in the world of food, fitness, and health. In 2005 she completed her Holistic Nutrition Diploma at Canadian School of Natural Nutrition. In 2007 she completed her Comprehensive Pilates Instructor training at Absolute Center in San Francisco. In 2013 as a stay at home Mom, she launched her first food product to be sold in grocery stores across Canada. Now with her son in school, she is ready to jump back in to a full time career, and is looking forward to guiding others toward their own financial goals and success.
Ona enjoys everything about her son, running, Yoga, Pilates, and living a healthy active lifestyle. When she is not exercising or playing sports with her son, she can be found in the kitchen creating new recipes and enjoying a nice Pinot Noir from the Russian River Valley.