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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 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
I thank you for sorting out my money dilemmas and for emphasizing that I need to get to know my money managers and use those who are Chartered Financial Advisors as they are more likely to take their fiduciary responsibility to their clients seriously; I enjoyed meeting you and the other financial advisor whom you sent me to see. It is a pity that I did not meet someone like you 30 years ago. Thanks for all your help, Fiduciary Responsibility
Thank you for your gift of time last week Derek. Of all the things I am grateful to you for, talking to me forthrightly and 'straight up' is what I value most. I don't trust very many opinions in this world - yours I do and I feel so lucky and calm to know you are there when I need you. Hope you have a good week and stay safe! Gift of Time
You have no idea how happy we are, especially me, with our plan! It's easy to follow and very motivating. Motivating
I think talking with you gave K. and I confidence re our plans for the next couple of years...we needed your relaxed yet informed financial and common sense overview to feel comfortable with our immediate future and the decisions we are making. Common Sense