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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 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 Derek. It’s always inspiring to meet with you professionally, let alone the personal connection. Thank you Derek!
I can’t tell you how much I appreciate your knowledge and direction. Knowledge and Direction
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