Darren K. Morcom

Darren is a Senior Wealth Advisor and Senior Portfolio Manager at Wellington-Altus Private Wealth and is the founder of his practice ‘’The Morcom Wealth Management Group’’. Darren began his career in wealth management in 1998 and after 19 years at his prior bank owned firm he joined Wellington-Altus Private Wealth in 2021. 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 registered Portfolio Manager, allowing him to offer customized discretionary investment management services to private clients, institutions, foundations, and trusts.

Darren holds the Chartered Financial Analyst designation (CFA^MD). This global program’s rigorous curriculum and work experience requirements make the CFA^MD charter one of the most recognized achievement in the global investment industry. Darren also holds the CERTIFIED FINANCIAL PLANNER^MD 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 and his team have been recognized as a 5 star advisory team by Wealth Professional Canada. Originally from Saskatchewan, Darren has proudly called Kelowna home since 1997.