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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.

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

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

I am thankful every month for the advice you have given me as it has sure made our retirement easy. We don't have to stress about not being able to pay our bills like a lot of our co workers. We are also able to do our bit of travelling and get away from the cold, at least for now. We are still golfing here but not getting any better, no danger to the players on tour!!!! Finally, it is a privilege and a pleasure to know you! Thank You

Its been a rather brutal week in the markets and I cringe to think how badly we would have been hurt had you not steered us towards greater diversification and into a more conservative group of funds. We have been with Bruce for 6 months now and to date are very pleased with the chosen portfolio. I look forward to a long and profitable relationship with them. I expect we will want to meet with you again in early 2008 to finalize retirement plans, don't see much need until then as we will just be holding the course. Really enjoying the sports car. Hope you have a great summer. Thanks for your good advice. Towards Greater Diversification

Thank you again for all of your insight and advice. Our financial and emotional outlook has improved drastically thanks to you. Insight and Advice