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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.

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

In todayâ€™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 am writing to thank you for the effort that you put into [my situation], and, more importantly for the insight that you gave me into some important financial issues. It has been a very beneficial and instructive exercise for me and very much appreciated. Important Insight

I was happy to refer S.M. You helped me a lot and certainly in light of the craziness of the past two months in the economy, I owe you even more thanks! It has given me peace of mind to know that I have done/am doing what I can. By the way, I did meet Andrew Allentuck for coffee in Winnipeg, very enjoyable! Take care, and all the best in the New Year! Crazy Economy

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