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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 have no idea how happy we are, especially me, with our plan! It's easy to follow and very motivating. Motivating
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
I wanted to let you know how much we appreciate the opportunity to have you have a look at our situation and for the good advice you have given us. It’s been a bit scary as you can appreciate but going through our finances critically and logically with you to develop a plan to deal with our circumstances has given us some peace of mind. It all seems so clear when you read the piece - the clarity of your writing also helped us understand more fully what we can do. Again, thanks so much - you have been wonderful to work with. Clarity
"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
Thank you for giving me the push I needed! Your guidance has been truly life changing for me. I finally made it happen!