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Contact Us

Darren Morcom
Kent Fearns
Joanna Clegg
Doug Turner

Tel: 250-717-2104

Address
1484 Water Street, 3rd Floor
Kelowna, BC
V1Y 1J5
Map

Other Locations

1875 Dilworth Drive
Kelowna, BC
V1Y 9T1

"We help clients to clarify and prioritize what is important to them, and then assist them in developing and implementing a strategy to achieve these goals. Because we care about our clients and their life, our clients are loyal to us."


About Us

The Morcom Wealth Management Group is a team of highly dedicated wealth management professionals committed to meeting your wealth management needs. We have access to Canada's industry leading research, as well as some of the country's leading financial planning expertise including tax, insurance and estate planning exclusive to BMO Nesbitt Burns. In addition we often work with your accounting and legal professionals to maximize the potential of your wealth management strategy.

Our Commitment to Our Clients

We use a unique wealth advisory approach to thoroughly understand your specific goals, preferences and circumstances. As such, our advisory services are highly customized and designed to meet your individual needs. By integrating and managing all of your investments, retirement, insurance, tax and estate planning needs we act as your personal CFO.


Our Process

The process we apply to our client relationships is what sets us apart. We take the time to truly understand all aspects of your personal and financial picture before we make any recommendations. We truly care for each and every client and are passionate and committed to offering trusted advice for life.

What's New

Networth Newsletter - O
ur latest quarterly newsletter
Equity Strategy - An overview of the financial markets
Wealth Themes - Important Tax Slip Overview and Schedule

Upcoming Event - Douglas Porter Presentation - Economic Update