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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
Thanks very much for today's telephone conversation. I know we are not at the 'end' but even this was immensely helpful. I am not sure I like the fact that some of my less than desirable personality traits are so transparent -- you seemed to have picked them up all too easily - but I guess to be a financial planner you also need a degree in psychology because how we each deal with money is so much part of our personality. Personality and Financial Planning
Derek, Thanks for the great information you gave me in our life-changing discussion, and thanks for the mortgage information. Life Changing Discussion
Saw my boss this morning-she’s convinced I’ve had a facelift or botox as I glow and appear years younger apparently. I bet you didn’t know there were these side effects from investment counselling. Thought this would bring a smile to your face. Financial Botox
Thank you again for all of your insight and advice. Our financial and emotional outlook has improved drastically thanks to you. Insight and Advice