Darren Morcom

Darren Morcom

BBA, CFP®, CFA

Senior Vice-President, Senior Investment Advisor & Senior Portfolio Manager

As the founding member of The Morcom Wealth Management Group, Darren brings over 20 years of financial services experience in Wealth Management, Estate, Trust, Insurance and Retirement Planning. Darren is passionate and committed about providing effective and customized wealth management solutions to clients and their families. Through his many business contacts and access to the vast resources at Wellington-Altus Private Wealth, 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 has proudly earned the Chartered Financial Analyst (CFA) charter and is a member of the Okanagan CFA Society. Darren also holds the Certified Financial Planner (CFP®) professional designation and a Bachelor of Business Administration (BBA) degree from Okanagan University College and is also Life Insurance Licensed through the Insurance Council of BC. Through a proven track record of success, Darren was recognized in multiple years as a member of the prestigious President’s Council at his former bank owned firm.

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