Our Expertise

Getting Started

Articles

 
 

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.


In today’s Globe and Mail special Investment Fund addition; I read with great interest an article by Carol Lynde, President and COO of Bridgehouse Asset Managers. She talks about the 6 key adviser characteristics as they apply to their clients: character, chemistry, caring, competency, cost effective, consultative; and she elaborates a little on each one. Just wanted to let you know that in our eyes, you rate a 10/10 on each one and we feel very fortunate to have you looking after our finances. Key Characteristics
"I gave my son Ryan your name and number as well when he asked, after my wife and I expressed our complete satisfaction with your services." Family Referral
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
Thank you for your gift of time last week Derek. Of all the things I am grateful to you for, talking to me forthrightly and 'straight up' is what I value most. I don't trust very many opinions in this world - yours I do and I feel so lucky and calm to know you are there when I need you. Hope you have a good week and stay safe! Gift of Time
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