Rene Kormos, Investment Advisor,Vancouver, BC

Phone

Office

Office Location

700 West Georgia Street Suite 1000 - 1101 Vancouver, BC V7Y 1A2. map

“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

Toll Free

(888) 668-9966

Fax

(604) 482-8427

Branch Phone

(604) 482-8400

Branch 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

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.

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Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.

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.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

Your unique goals

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.

Let's Connect

Our Approach

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.

Helping achieve what truly matters to you and your family.