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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.
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 writing to thank you for the effort that you put into [my situation], and, more importantly for the insight that you gave me into some important financial issues. It has been a very beneficial and instructive exercise for me and very much appreciated.Important Insight 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 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 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 |