1700 Dickson Ave. Suite 2300, Kelowna, BC | Landmark 7
Darren K. Morcom, BBA, CFP®, CFA®
Senior Wealth Advisor, Senior Portfolio Manager
Every great legacy begins with a standard. At The Morcom Wealth Management Group, ours is grounded in precision, integrity, and a commitment to excellence, embodied by our founder Darren Morcom.
Recognized as The Canadian Portfolio/Discretionary Manager of the Year by Wealth Professional Canada, Darren holds the Chartered Financial Analyst designation (CFA®) and is a CERTIFIED FINANCIAL PLANNER® professional. His credentials are proof of discipline, global best practices, and guidance at the highest level in the investment industry.
This is the benchmark that defines Morcom Wealth and the approach that protects, grows, and strengthens the foundation you’ve worked hard to build.
As part of Wellington-Altus Private Wealth, we’re backed by one of Canada’s leading independent wealth firms – recognized nationally for it’s client-first philosophy.
Paired with our team’s award winning achievements, this allows us to offer truly personalized advice, with the strength of a leading platform behind us.
Awarded to our team founder, Darren Morcom, the Portfolio/Discretionary Manager of the Year award recognizes his thoughtful investment approach and dedication to client-first portfolio management.
Recognized among Canada’s top wealth advisory teams, the Advisory Team of the Year excellence awardee distinction highlights the strength of our team and our commitment to delivering an exceptional client experience.
Named Brokerage of the Year for our employee value proposition, advisor retention, client service, digital platforms and innovation.
Awarded 5-Star Wealth Management Firm for excellence in key areas supporting advisors’ businesses.
One of Canada’s Best Managed Companies five years running for leadership in strategy, capabilities and innovation, culture, and financials for sustainable growth.
Top-rated investment dealer in Canada six years running in the 2025 Investment Executive Brokerage Report Card.
Investment Executive 2025 Brokerage Report Card
From investments and tax to estate and insurance, every detail is designed to safeguard the foundation you worked for.
Life doesn’t stand still. Neither do we. We plan for transitions, opportunities, and risks before they arrive, so you’re always prepared.
The outcome we measure isn’t performance alone – it’s the freedom to make choices on your terms, and the time to truly live them.
Clarity, confidence, and the certainty that your wealth is positioned to endure.