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Welcome to Smarter Financial Planning
Meet Derek Moran
Derek is a Fee For Service Financial Planner based in beautiful Kelowna, British Columbia. As a University of British Columbia graduate, former CFP, and Registered Financial Planner (R.F.P.) , he has close to three decades of experience in the financial industry.
He’s an expert in his field and was awarded Advisor of the Year in 2004. He has contributed nearly one thousand times, over twenty years to reputable publications such as The Globe and Mail and National Post.
While Derek doesn’t directly manage client investments, he offers advice, empowering his clients to make well-informed decisions. Upon request, he can connect clients with the most suitable Portfolio Managers or equip them with resources to manage their own effectively.
Derek Moran's expertise extends across various financial matters, including pensions, insurance, retirement planning, tax strategies, estate planning, cashflow management and more. Derek is dedicated to delivering comprehensive, client-centric financial solutions to a diverse clientele.
He’s an expert in his field and was awarded Advisor of the Year in 2004. He has contributed nearly one thousand times, over twenty years to reputable publications such as The Globe and Mail and National Post.
While Derek doesn’t directly manage client investments, he offers advice, empowering his clients to make well-informed decisions. Upon request, he can connect clients with the most suitable Portfolio Managers or equip them with resources to manage their own effectively.
Derek Moran's expertise extends across various financial matters, including pensions, insurance, retirement planning, tax strategies, estate planning, cashflow management and more. Derek is dedicated to delivering comprehensive, client-centric financial solutions to a diverse clientele.
I was able to decrease the house insurance for my Victoria home by 35%, thank you for directing me to TD Insurance Meloche Monnex.I was able to decrease the house insurance I just wanted to let you know that we took your advice and bought and moved to a new house in the same neighborhood (instead of doing the big renovation on the old house). It has now been 1 year and it is very clear to me that, doing the math, moving was by far the cheaper (not mention less stressful) choice. I estimate the reno approach would have at least two times more expensive. Thanks again.Great advice Thank you so very much for your quick response to our need and all the conversations. I feel the best way to thank you is to pass on your name to friends who have asked us how we reached our decision and are serious in finding out what retirement means to them.A Quick Response We just want to thank you for all the great advice you've given us over the years, thank goodness we started putting away chunks of money when we did.Great Advice Fabulous! appreciate your insights and perspective….and you’ve given me the peace of mind that I’m on the right track.Peace of mind |