Kory Lachance, CFP® | Investment Advisor

Paolo Rendace

Private Banker

As a Private Banker with seven years of dedicated experience at TD, I work closely with
high-net-worth individuals and families to help safeguard and strategically grow their wealth while
helping them create lasting legacies for future generations. I hold an undergraduate degree in Business Management and a Master’s in Finance, complemented by my CFSA (Certificate in Financial Services Advice) designation from the Canadian Securities Institute. I am currently pursuing the PFP® (Personal Financial Planner) designation to further deepen my expertise in holistic financial planning.

My approach centers on personalized, trust-based relationships, where I guide clients through preserving hard-earned wealth, identifying tailored growth opportunities aligned with their risk
tolerance and goals, and developing intentional strategies for multi-generational impact.
I am committed to delivering clarity, confidence, and tailored solutions in an ever-evolving
financial landscape.