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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.


If you only could have seen J’s face. Your work gave some much needed reassurance from QUALIFIED "neutral parties". We will be wearing out the printed version whenever we need a perk. Your original advice we have been reacting on and I am also trying to get better educated on how to handle the money. I personally thank you for your positive and informative advice. If only you could see how uplifting this experience has been to both of us. Positive and Informative Advice
You have no idea how happy we are, especially me, with our plan! It's easy to follow and very motivating. Motivating
Thanks Derek. It was great having a meeting with you. I felt like you were making money for me as we talked. Making Money
It was really wonderful working with you and appreciate the time given in going through our financials and coming up with good suggestions and ideas for our future retirement. You have given us food for thought and will definitely give you a call if we need to discuss our financial concerns in the future. If any of our family or friends are in need of financial advice I am only be too happy to pass your information on to them. Food For Thought
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