Members

Derek Moran

Kelowna
Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Derek Moran

Member Bio

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Passionate comprehensive Financial Planner. A regular contributor to the Globe and Mail and Financial Post for two decades. Husband of Tamara, father of two wonderful daughters and proud sponsor of the local Y and Food Bank.

Specializations

Corporate Financial Planning
Corporate Tax Planning
Estate Planning
Financial Planning
Insurance Planning
Retirement Income Planning
Tax Planning

Designation(s)

RFP

Compensation Models

Fee Only - Hourly

Professional Associations

IAFP

Education

University

Assets Under Management

Practice Size

1

Investment License

None

Provinces Licensed (Investment)

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