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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.


Saw my boss this morning-she’s convinced I’ve had a facelift or botox as I glow and appear years younger apparently. I bet you didn’t know there were these side effects from investment counselling. Thought this would bring a smile to your face. Financial Botox
Thanks again! It has been a real pleasure and we are delighted that we happened upon you! Just what I was looking for . J & S Nova Scotia
I think the best thing that has happened to me this year has been the contact with you. Best Thing This Year
I thank you for sorting out my money dilemmas and for emphasizing that I need to get to know my money managers and use those who are Chartered Financial Advisors as they are more likely to take their fiduciary responsibility to their clients seriously; I enjoyed meeting you and the other financial advisor whom you sent me to see. It is a pity that I did not meet someone like you 30 years ago. Thanks for all your help, Fiduciary Responsibility
Derek, Thanks for the great information you gave me in our life-changing discussion, and thanks for the mortgage information. Life Changing Discussion