Romana started her financial career in 2004. Since then, she has been initiating, developing, and nurturing relationships with clients to help them achieve their financial goals. She dedicates herself to clients in finding and structuring the right plan to meet their retirement needs, including investment, insurance, and estate planning strategies.

Romana’s area of expertise lies in organizing company employee benefits; from setting up new benefit plans to modifying existing ones to better suit the needs of the company, her focus is always on protecting businesses and those who create their success.

Romana is a strong believer that it’s not what we learn, but what we do with what we learn that makes a real difference. She is certain that there has never been a better time for people to take control of their financial futures and hopes to be a resource for all who are looking for guidance and proper advice to doing so.

In 2020, Romana completed her QAFP^® (Qualified Associate Financial Planning) certificate, and now is few months away from writing her CFP^® (Certified Financial Planner) examination. In addition to this designation, Romana is mutual fund and insurance licensed in the province of Alberta.

Romana is proud and grateful of her family and loves being active with her son. In her spare time, she devotes time back to her Ukrainian roots and community.