Smarter Financial Planning

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3935 Lakeshore Rd
Kelowna, BC V1W 1V3
+1 (250) 450-9766
https://www.whencaniquit.ca

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.

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