Derek Moran
Smarter Financial Planning Ltd. · Kelowna, British Columbia, Canada
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.
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Specialties
Facts
| Firm | Smarter Financial Planning Ltd. |
|---|---|
| Based in | Kelowna, British Columbia, Canada |
| Credentials | RFP |
| Website | www.whencaniquit.ca |
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Questions about Derek
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Canadian fee-only planners directory : a directory limited to fee-only planners
- Smarter Financial Planning Ltd. website : specialties, clients served, and fees, checked October 28, 2026
- Directory listing last checked April 21, 2026.
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