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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.

You recently received a letter from AON Consulting advising your firm was placed on the UBC Faculty Pension Plan List of approved Financial Planners. AON also advised that our office would send a communication package to you in the near future.... UBC Faculty Pension Plan Approved

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

I think the best thing that has happened to me this year has been the contact with you. Best Thing This Year

It dawns on me that I have come from a place of hating the whole investing thing finding it confusing with little success to now when I find it interesting and something I like doing. As of late a well paying hobby if you will. I owe so much of this to you Derek, thank you for showing me the way. When I reflect on it there is so much stuff out there of contradictory information is it any wonder it is confusing. You my friend have been an inspiration, rock and beacon. I know I have paid you tribute before but I believe it important because it represents the financial well being of not only myself but my family also and I am grateful. Your integrity, passion, positivity and selflessness is admirable. Thank you for showing me the way

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