Oriana is a loving and dedicated wife and mother. Oriana, her husband Derek and son Finley are a true Canadian hockey family. They all play hockey, like to watch hockey and cheer on the Jets. Oriana and her family are also lovers of the great outdoors. They love to spend their weekends and vacation time out at their second home, a remote cabin where they like to swim, hike, fish, tube, pick mushrooms, berries, and wild flowers, catch frogs, salamanders, butterflies and minnows or in the winter time ski, skate, ice fish, snowmobile, or just create a new adventure. Oriana also loves woodworking, designing, renovating, and forever has a project on the go. She spent much of her time recently renovating the new Atlantis Financial office.
Oriana brings a wide range of knowledge and experience to Atlantis Financial Group. With over 15 years of experience in the financial services industry, Oriana holds her Certified Financial Planner (CFP) designation and family business background. She spent the last 7 years working with clients to create personal financial plans, helping uncover what is most important and how to plan for, and protect, their financial well-being. Prior to her experience as an advisor, Oriana was the Compliance Branch Manager for one of the largest Mutual Fund Dealers in Canada.
Heather is a devoted mom, nanny, friend, mentor and puppy mom to Ryder. She loves spending time with her sons, Ray and Adam, their amazing wives and and her beautiful grand-daughter. When Heather isn't spending time with family and friends, she enjoys taking care of her home and garden. She's also an active member of her congregation, at the Oasis Community Church, where she volunteers in the nursery. When she has the opportunity, Heather loves to travel.
Spanning over 30 years in the financial services industry, Heather brings comprehensive knowledge and expertise to discussions on professional asset management, estate planning issues , and tax minimization strategies. Her business career has included managing the Financial Planning division, for the Central Canada Region, of a leading Canadian bank and brokerage firm and managing the Manitoba division of an industry noted Investment Counsel firm. In addition, she was head of an Investment Management and Estate Planning division for a leading Canadian trust company who’s services were geared to serving the needs of high net worth individuals. She was the first person at all of Canada Trust to become a Certified Financial Planner (CFP).
Melanie is a caring wife to her husband Ray and puppy Mama to Huntr. She loves to hike, canoe and travel the world. Some of their favourite traveling experiences were hiking the Inca Trail to Machu Picchu in Peru, safaris in Tanzania, and gorilla trekking in Rwanda. Back home, Melanie loves to cook and trying to recreate those unique culinary experiences she's enjoyed abroad. She is also an avid reader and loves anything by Agatha Christie. Melanie loves the semi-annual Children’s Hospital book sale and finding those treasured literary gems in support of a good cause.
Melanie started with Atlantis Financial Group in May, 2014 and works behind the scenes as the Senior Administrator. She graduated First Class Honours from the University of Manitoba with a B. Sc. Bachelor of Science, Honours in Microbiology in 2011. After graduation, Melanie flew to Cambodia and volunteered in Phnom Penh for a few months. After returning, she decided a career in science wasn’t for her and the following summer she began to work at Cambrian Credit Union. During her time there she gained insight into the financial services industry, which led her to her position at Atlantis Financial Group
Janet has discovered and thankfully so, that being a mother never ends. Instead it changes; from staying up late waiting for them to get home safely to a family night out cheering on the Winnipeg Jets; from a dinner on the go to discovering new restaurants; from driving a car full of rambunctious boys to hockey practice to doing a yoga class after work.
For Janet, the most rewarding part of being a financial advisor is helping her clients identify their financial priorities that lead to decisions so they can reach their goals. The plan is set in motion and then life happens and situations change and the plan needs to be updated. That's when the relationship strengthens - working together!
Janet is a lifelong student and is currently studying to complete her CFP. She sits on the board of a local non-profit organization helping children and is involved in fundraising to support mental health related causes.
Taylor has spent the past several years in Toronto where she completed her BCOMM at Ryerson University and worked at a tech startup in sales management. Now back in Winnipeg for a time, she has immersed herself in the role of financial service administrator as she completes her studies to become a licensed advisor. She has played a key role in the transition to Union North and is passionate about building new business practices that will enhance the client experience.
Taylor brings this same passion to a spin class, organizing Sunday family dinners and playing a “friendly” game of cribbage. As someone who enjoys learning, Taylor seeks out podcasts and books related to natural health and wellness, travel and cooking - just to name a few. She recently spent time in Europe (pre-pandemic) traveling with friends and especially enjoyed the culture and food in Copenhagen, Berlin and Barcelona. Family and community are both very important to Taylor so she makes sure to carve out time in the week to see her Oma and volunteer with a local non-profit organization.
Taylor is excited to join her mom in the business of financial planning and is looking forward to helping each client build and achieve their financial goals.