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Rene Kormos

Senior Investment Advisor

  • B.Comm.
  • CIM®
  • FCSI®

Working together to help you achieve what truly matters to you

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“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.”   

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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.     



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.jpgBullet.jpgMarket Insights | Inflation 101  TD Wealth
Arrw _website_.jpgMoney Talk: Investing in the war against carbon MoneyTalk
Arrw _website_.jpgFraud Prevention: 7 Things Your Bank Would Never Ask You TD Stories
Arrw _website_.jpgIs processed food worse for the planet?: BBC Article
Bullet.jpgWhy regenerative travel is the trend that could change the world?:  Toronto Star Article
Bullet.jpgMake small changes in your daily life to save the environment: Hindustan Times Article     
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

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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

 

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.

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