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.


Hi Derek, I went back and read the original article from when we first started working together to see what I had in my RRSP/TFSA back in 2020. It was just over $200,00. This afternoon, when I did the weekly tally of my Investment and high-interest savings accounts, I realized I have just hit a new milestone: over $1 million. Discovering that news is a pretty great way to start a long weekend! Thank you once again for helping me get here! V.L.
"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 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
Thank you for giving me the push I needed! Your guidance has been truly life changing for me. I finally made it happen!
It has been an extremely worthwhile process we thoroughly enjoyed working with you. Thank you for your evaluation and recommendations, it's comforting to know that we are headed in the right direction. Sid and Adele We are headed in the right direction