Skip to main content

Rene Kormos

Vice PresidentInvestment Advisor

  • B.Comm.
  • CIM®
  • FCSI®

Working together to help you achieve what truly matters to you

Contact me

Rene Kormos

Call AdvisorE-mail AdvisorRequest Appointment

 WiseAdviceHeader.jpg


“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.”   

trustquote.jpg 

Trust is earned through relationships, performance, service and professionalism.  I believe that performance is measured by more than just results.  Performance means taking the time to understand and evaluate your individual situation to ensure the results fit your needs.  It means delivering carefully researched, objective advice that looks at the various aspects of what is required to help you reach financial stability.  I work together with my clients to provide professional guidance with their income planning and savings planning.  When appropriate, I can engage TD Specialists who can assist clients with wealth protection and estate planning.     

ReneKormosbanner.jpg

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.   

Please call me today to see if you, your family or your business could benefit from investing for a lifetime.     

Articles of interest.jpg    
Bullet.jpgWealth Insights Spring 2021 Newsletter
Bullet.jpgWalking in my Shoes - Summer 2020 Summer 2020
Bullet.jpgTD Advisor has a passion for the environment: Investment Executive Article
Bullet.jpgInvestment Advisor and friends do composting and take a coaching session on the North Shore: North Shore News Article

ViewBrochure.jpg

ADDITIONAL CONTACT

Toll Free: (888) 668-9966
Fax: (604) 482-8427
Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427

LANGUAGES

English

EDUCATION

Bachelor of Commerce from University of Saskatchewan

COMMUNITY INVOLVEMENT

Supporter of Plan International, Supporter of various environmental initiatives

Global Economy Reopening: What you need to know

What a post-pandemic world may look like, and what it means for Canada
Thursday, June 17 at 4pm to 5pm ET

For more information and registration, please register now

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

Wealth Considerations

Investment Strategies

Retirement Planning

Tax Management

Education Funding

Business Succession Planning

Passing on Your Wealth

Protecting Your Assets

Planning for Major Purchases

Banking and Credit Management

Charitable Giving

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Request appointment

Additional TD Specialists

Luke MlynarczykTax and Estate Planner

Alice SungEstate Planning Advisor

Jo-Anne RyanVice President, Philanthropic Advisory Services


show more

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.


Featured Video: Protect yourself from online fraud



No Will? No Excuse!

What the high-flying loonie could mean for your investments

The Canadian dollar has been hovering near a 6-year high against the U.S. dollar. Kim Parlee speaks with Michael Craig, Head of Asset Allocation, TD Asset Management, about the rise of the loonie, where it’s headed, and possible investment implications.

Link

How an LGBTQ2+ tour operator is surviving the pandemic

Out Adventures saw their bookings vanish when COVID-19 hit. Fortunately they were able to pivot and find success when a new opportunity arrived.

Link

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Link

Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

Link

Build back better: Ottawa tables multi-billion dollar budget

Ottawa released a federal budget aimed at leading the country through the COVID-19 crisis and to a post-pandemic economic recovery. Kim Parlee speaks with James Marple,  Senior Economist, TD Bank, about the government’s plans to build the economy back.

Link

Do you know someone who would benefit from my services?