Edward Jones

Smarter Financial Planning, based in Kelowna, British Columbia, is led by Derek Moran, a seasoned Fee-For-Service Financial Planner with nearly three decades of experience in the financial industry. A graduate of the University of British Columbia and former CFP and Registered Financial Planner, Derek has been recognized as Advisor of the Year in 2004 and has contributed extensively to reputable publications. Specializing in a wide range of financial matters, including retirement planning, tax strategies, and estate planning, Derek is dedicated to empowering clients to make informed financial decisions. He offers personalized, client-centric solutions and connects clients with suitable portfolio managers to enhance their financial well-being. Generated from the website

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Coach Dave Financial is a financial services firm based in Kelowna, BC, offering personalized financial coaching and advice to individuals and businesses. Specializing in budgeting, investment strategies, and retirement planning, Coach Dave Financial helps clients navigate their financial goals with tailored solutions and expert guidance. Generated from their business information