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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 is very good at his craft - wise, imaginative, and well informed. He has done scores of cases for Facelift and is an advisor whose counsel I would not hesitate to take. Andrew Allentuck, Globe and Mail
You have no idea how happy we are, especially me, with our plan! It's easy to follow and very motivating. Motivating
I think talking with you gave K. and I confidence re our plans for the next couple of years...we needed your relaxed yet informed financial and common sense overview to feel comfortable with our immediate future and the decisions we are making. Common Sense
It was so nice seeing you today, and I really appreciate your help and advice, as always. I wasn't quite sure what to do with the proceeds from my house sale, and am a lot more confident now. I am always so glad to talk to you. I'm glad you don't think I'm nuts to keep a fair bit of ready cash in my bank account, but I will move it to a savings account. I trust you implicitly and am so grateful that you are there for me to lean on. You are my rock. Besides, I really enjoy your company. Implicit Trust
Its been a rather brutal week in the markets and I cringe to think how badly we would have been hurt had you not steered us towards greater diversification and into a more conservative group of funds. We have been with Bruce for 6 months now and to date are very pleased with the chosen portfolio. I look forward to a long and profitable relationship with them. I expect we will want to meet with you again in early 2008 to finalize retirement plans, don't see much need until then as we will just be holding the course. Really enjoying the sports car. Hope you have a great summer. Thanks for your good advice. Towards Greater Diversification