Derek Moran, B.A., R.F.P.
Smarter Financial Planning Ltd.
Kelowna, BC, Canada
Smarter Financial Planning brings individual clients a valuable up-to-date and ongoing understanding of the complex and ever-changing rules and trends within the financial world. Our Fee-for-Service based approach can help you reach your goals on time.
“People are smart. However, they often lack critical information. We provide the facts and perspective from an objective standpoint and then personalize it. Once they become informed, they make sensible decisions.”