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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.


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
Thank you for giving me the push I needed! Your guidance has been truly life changing for me. I finally made it happen!
I want to offer once more my thanks for the wonderful things you do for Facelift and, as well, the kindness and wisdom you radiate when we speak. You are a person of exceptional insight and a planner with that rarest of qualities - imagination. And you can tell 'em I said so. Financial Planner with Exceptional Insight
In today’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 just wanted to let you know that we took your advice and bought and moved to a new house in the same neighborhood (instead of doing the big renovation on the old house). It has now been 1 year and it is very clear to me that, doing the math, moving was by far the cheaper (not mention less stressful) choice. I estimate the reno approach would have at least two times more expensive. Thanks again. Great advice