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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’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 so very much for your quick response to our need and all the conversations. I feel the best way to thank you is to pass on your name to friends who have asked us how we reached our decision and are serious in finding out what retirement means to them.A Quick Response What can I say, you never sees to amaze me. S and I consider ourselves very blessed to have you as a friend and a professional advisor. PS I hope I don’t sound like I am exaggerating, but that’s exactly how I feel.Key Characteristics It dawns on me that I have come from a place of hating the whole investing thing finding it confusing with little success to now when I find it interesting and something I like doing. As of late a well paying hobby if you will. I owe so much of this to you Derek, thank you for showing me the way. When I reflect on it there is so much stuff out there of contradictory information is it any wonder it is confusing. You my friend have been an inspiration, rock and beacon. I know I have paid you tribute before but I believe it important because it represents the financial well being of not only myself but my family also and I am grateful. Your integrity, passion, positivity and selflessness is admirable.Thank you for showing me the way It has been an extremely worthwhile process we thoroughly enjoyed working with you. Thank you for your evaluation and recommendations, it's comforting to know that we are headed in the right direction. Sid and AdeleWe are headed in the right direction 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 |