Rene Kormos
Phone
Office Location
“I strive to provide personalized investment solutions, incorporating a life planning approach for families and businesses that will help them achieve their goals over their entire lifetime. Of utmost importance is providing high-quality service and advice, delivered with honesty and integrity.”
It was a combination of sound business sense and the desire and passion to help people that led me to my career within the Investment industry 24 years ago. I have worked with over 150 families and businesses supporting them with their investment plans designed to encompass their entire lifetime. Over the years, I have guided my clients not only through market turbulence, but through personal achievements and turmoil. All of this has been done with unwavering dedication to help bring my clients closer to realizing their dreams and goals.
My educational qualifications include a Bachelor of Commerce Degree majoring in Finance and Marketing. I’ve also obtained industry designations of Chartered Investment Manager (CIM®), Personal Financial Planner (PFP), and the Fellow of the Canadian Securities Institute (FCSI®), and I am also a Life Insurance Advisor through TD Wealth Insurance Services.
Outside of the office I am an avid supporter of many environmental committees and initiatives. I also enjoy spending my time outdoors in beautiful BC.
Phone
Fax
(604) 482-8427
Certificates
B.Comm.
CIM®
FCSI®
Languages
English
Education
Bachelor of Commerce from University of Saskatchewan
Community Involvement
Supporter of Plan International
Our Approach
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Helping achieve what truly matters to you and your family.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
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You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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