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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 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
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
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 for a very useful consultation. Useful Consultation
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