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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® 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.

 

Jeff Buskell, BSBA Hon., CPCA, PFP 
Investment Advisor and Financial Planner

Tel: 250-717-2140
Fax: 250-717-2132
Email: Jeff.Buskell@nbpcd.com

 

Jeff joins BMO Nesbitt Burns and The Morcom Wealth Management Group after being with BMO Bank of Montreal since 1999. For the past 10 years Jeff held the position of Financial Planner, Investment and Retirement Planning. Prior to this, Jeff was a Customer Service Representative and Financial Services Manager. Naturally Jeff is well versed in the educational side of the wealth business, holding an Honorary Business Degree, Personal Financial Planner Designation and is currently working towards his Portfolio Manager Designation. Jeff brings a natural ability to nurture and grow relationships with his clients and ensures that his clients receive the most expansive wealth management solution. Jeff has lived in Kelowna since 1994 and feels very fortunate to call the Okanagan home.

Kent Fearns, BA Econ., CIM
Investment Advisor

Tel: (250) 717-2120
Fax (250) 762-8593
E-mail: Kent.Fearns@nbpcd.com
 

As an Investment Advisor, Kent brings a wealth of knowledge and a solid commitment to provide clients with honest and trustworthy advice. Kent has worked as an Investment Advisor since 2007 and has an extensive background in all aspects of wealth management.

He received his Bachelor of Arts in Economics from The Colorado College in 1995 and also holds the Chartered Investment Management designation (CIM). Prior to entering the financial industry he had a ten year Professional Hockey career playing throughout North America and Europe.

His hockey career has taught him that talent is important but it is through hard work and discipline that greater success is achieved. It is this work ethic that you can expect from Kent and the team of professionals at The Morcom Wealth Management Group.


 

Joanna Clegg
Client Service Assistant

Tel: (250) 717-2104
Fax (250) 717-2132
E-mail: joanna.clegg@nbpcd.com


After 5 years of professional customer service experience with BMO Bank of Montreal, Joanna enthusiastically joined BMO Nesbitt Burns as a Client Services Assistant in 2012 where she focuses on monitoring and enhancing the client experience. Please feel free to contact Joanna with any daily inquiries where she will be pleased to assist.

 

In-House Specialists

 

Doug TurnerB.Comm, C.L.U, Estate and Insurance Advisor, BMO Nesbitt Burns Financial Services Inc.
 

As an Estate & Insurance Advisor, Doug works with Darren to provide comprehensive estate and insurance planning services. Well versed in the relevant areas of taxation and financial planning, Doug specializes in providing services addressing generational planning needs, business succession planning, estate friendly investing, charitable giving and retirement income planning.

 

Doug graduated from the University of Saskatchewan with a Bachelor of Commerce degree in 1972 and wrote his CA exams in 1975. Doug joined BMO Nesbitt Burns in November 2006 and currently resides in the Okanagan.

 

Magnus Aaserud, Wealth Management Consultant

 

Magnus’ role with our team is to work with us as needed to address any complexities in your financial plan. Magnus’ specific recommendations focus on your family’s particular needs including cash flow, tax strategies, investments, retirement, estate planning and will ultimately assist you in achieving your long-term goals. Magnus' Bio.

 

Magnus is a Chartered Professional Accountant (CPA/CA), Certified Financial Planner (CFP) and holds a Bachleor of Business Administration major in Accounting and Finance from the Okanagan School of Business. He received the Governor General of Canada Academic Silver Medal for the highest GPA of all the business graduates the year he graduated. He has also completed the CICA In-Depth tax course through the Charter Professional Accountants of Canada.

 

Magnus enjoys doing volunteer work such as facilitating financial literacy courses at their community church, acting as finance committee leader in their church, and coaching cross country skiing to kids. He speaks English, Norwegian and German. He was also in the Norwegian Army and performed armed security at the NATO headquarters in Sarajevo, Bosnia for 6 months.

 

BMO Trust Company (Trust and Executor Services)
 

We often engage our local experts at BMO Trust Company to act as your executor and to provide will reviews and will direction as part of your overall wealth plan.

 

BMO Capital Markets
 

Our industry leading group that among other services includes a large in-house department devoted exclusively to research currently covering more than 950 companies ensuring we find the best opportunities for your portfolio. The Economics department provides us with timely information and forecasts about the economies of Canada, the United States and the world. They also monitor and forecast trends in the price of currencies and commodities.

 

Portfolio, Action & Research Team

 

BMO Nesbitt Burns has a team of individuals providing timely insights and analysis, drawing from a broad range of resources within BMO Capital Markets as well as from third-party providers to identify recommendations for Canadian, U.S. and international equities, fixed income securities, as well as investment funds and exchange traded funds.

 

Asset mix recommendations are generated by the Private Client Investment Strategy Committee. The committee is composed of senior investment professionals with backgrounds in economics, fixed income, equity strategy and analysis, and portfolio management.

 

Banking and Lending Services

 

Whether you’re looking to secure a mortgage, personal or business loan or line of credit, or simply a bank account or credit card, we will work with you to introduce you to the appropriate specialist within BMO Bank of Montreal to assist.