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Darren Morcom
Jeff Buskell
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

Darren K. Morcom, BBA, CFP, CFA

Portfolio Manager

Tel: (250) 717-2142

Fax (250) 717-2132

E-mail: darren.morcom@nbpcd.com

Darren joined BMO Financial Group in 2002 from another of Canada’s chartered banks. With over 15 years of financial services experience in investment management, retail banking, estate, trust, insurance and retirement planning, Darren and his team are passionate and committed in providing effective, conservative wealth management and comprehensive financial solutions to clients and their families. Through his many business contacts and access to the vast resources of BMO Financial Group, Darren has assembled a dedicated team devoted to helping families achieve prosperity, financial security and personal well-being.

Darren’s clients also benefit from his ongoing professional development. By meeting stringent accreditation, Darren is a licensed Portfolio Manager, allowing him to offer customized discretionary investment management services to private clients, institutions, foundations, and trusts. This is one of the highest designations available in the investment industry.

Darren is a Chartered Financial Analyst (CFA) and a member of the Okanagan CFA Society. In addition to the CFA, Darren holds the Certified Financial Planner® (CFP) professional designation, a Bachelor of Business Administration degree from Okanagan University College. Darren is also a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc.

Originally from Saskatchewan, Darren has proudly called Kelowna home since 1997.