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.
Tailored Solutions
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.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Estate planning basics
Article
Estate planning basics
An estate plan can help ensure your wishes are fulfilled if you become incapacitated and when you pass away. Here’s what you should know about building one.
Buying a home on your own: Ideas for a challenging market
Article
Buying a home on your own: Ideas for a challenging market
Despite ongoing affordability issues, almost half of first-time homebuyers say they want to apply for a mortgage on their own. If you're one of them, here are a few ideas to help you get started.
Mark Carney leads Liberals to victory: Now what?
Article
Mark Carney leads Liberals to victory: Now what?
Mark Carney and his Liberal Party have won a fourth term in Canada’s federal election. The new Carney-led government will take the helm amid ongoing political and economic uncertainty. MoneyTalks’ Kim Parlee speaks with Frank McKenna, Deputy Chair, Wholesale Banking at TD Bank Group and Beata Caranci, Chief Economist with TD, about the election results, relations with the U.S., and the road ahead for Canada’s economy.