# Derek Moran

> Derek Moran is a fee-only financial advisor at Smarter Financial Planning Ltd. in Kelowna, British Columbia, Canada, who holds the RFP credential. Derek focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/derek-moran/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Smarter Financial Planning Ltd.
- **Based in:** Kelowna, British Columbia, Canada
- **Credentials:** RFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Pension planning, Cross-border (US / Canada)
- **Website:** https://www.whencaniquit.ca/

## Frequently asked questions

### Is Derek Moran a fee-only financial advisor?

Yes. Derek Moran is listed in the Canadian fee-only planners directory (a directory limited to fee-only planners).

### Where is Derek Moran based?

Derek Moran is based in Kelowna, British Columbia, Canada.

### What does Derek specialize in?

Derek's specialties include retirement planning, estate & legacy planning, tax planning, pension planning and cross-border (US / Canada).

### What credentials does Derek Moran hold?

Derek Moran holds the RFP credential.

### How do I contact Derek Moran?

Through Derek's website, www.whencaniquit.ca.

## Sources

- Canadian fee-only planners directory: a directory limited to fee-only planners
- The firm's website (https://www.whencaniquit.ca/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.