1700 Dickson Ave. Suite 2300, Kelowna, BC | Landmark 7
1700 Dickson Ave. Suite 2300, Kelowna, BC | Landmark 7
BBA, CFP®, CFA®
Senior Wealth Advisor, Senior Portfolio Manager
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®). This global program’s rigorous curriculum and work experience requirements make the CFA® charter one of the most recognized achievement in the global investment industry. Darren also holds the CERTIFIED FINANCIAL PLANNER® 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.
Investment Advisor
Kent is recognized by clients and colleagues for his consistency, integrity, and depth of expertise. Since 2007, he has served families as an Investment Advisor, bringing a wealth of knowledge across all aspects of wealth management and a reputation as a trusted long-term partner.
His advice is grounded in both discipline and insight, giving clients confidence that their decisions are built on a foundation of honesty and sound judgment.
A graduate of The Colorado College with a Bachelor of Arts in economics, Kent transitioned to the financial industry after a decade-long professional hockey career in North America and Europe. His dedication, work ethic, and team-first mindset on the ice have carried through to the thoughtful and steady way he guides clients today.
Away from the office, Kent and his family have proudly called Kelowna home since 2007, where he continues to enjoy time on the ice and the deep connections they have built in the Okanagan.
Investment Associate
Joanna has been a trusted member of the Morcom Wealth Management Group since 2012, bringing with her a strong foundation of experience and dedication. Known for her warmth and consistency, she provides clients with a steady presence and a seamless experience across every interaction.
As an Investment Associate, Joanna focuses on anticipating and addressing the details that matter most to clients, ensuring their needs are met with attentiveness and reliability. She takes pride in building long-lasting trust through stability and genuine connection.
Born and raised in the Okanagan, Joanna enjoys life with her young family. Her nurturing nature and steady approach extend beyond the office, reflecting the same care and thoughtfulness she brings to every client relationship.
Investment Associate
Trust begins with certainty. For clients served by the Morcom Wealth Management Group, that certainty is often found in Emmy, a primary contact for clarity, follow-through, and excellence since 2019.
She is dedicated to elevating every client experience, ensuring that the details behind the scenes are carried out with precision and care. Clients know that when they connect with Emmy, their needs will be met thoroughly, thoughtfully, and without compromise.
Drawing on her background as a Financial Services Manager, she brings diligence and an instinctive ability to simplify complexity. Her proactive, detail-driven approach allows clients to feel confident that nothing will be missed. This thoroughness and foresight have made her an essential connection point for many of the families the team serves.
Originally from Vancouver, Emmy now calls the Okanagan home with her young family. Her drive to learn, grow, and lead translates into the warmth and integrity she brings to every client relationship—a blend of precision and trust that defines the true Morcom Wealth standard.
Associate
Haleigh joined Wellington-Altus Private Wealth in 2021 and quickly became known for her client-first approach. She believes the foundation of excellent service lies in building genuine relationships and goes above and beyond to create a thoughtful, personalized client experience. With her natural ability to listen and communicate clearly, Haleigh ensures every client feels not only understood but truly valued.
Born and raised in Kelowna, she brings a strong sense of connection to the Okanagan and a passion for strengthening community ties. Her professional growth is supported by the mentorship of her colleagues.
Outside the office, Haleigh leads classes at SpinCo, a local boutique spin studio. She also enjoys the outdoors and time with loved ones, drawing inspiration from the people and places that make the Okanagan home.
LL.B., LL.M. TAX, TEP
Vice-President, Advanced Wealth Planning Strategy & Services
Judith is based in Kelowna, BC and works with advisory teams and clients across Canada to bring innovative tax strategies and estate planning solutions to their wealth plans. Judith believes a client’s objectives must drive any plan and loves helping clients find personalized solutions to their planning needs.
Prior to joining Wellington-Altus, Judith spent over 10 years at top-tier law and accounting firms advising clients on complex tax issues. Passionate about tax and making tax planning relevant and accessible to all, she regularly prepares presentations on various tax issues and has contributed to numerous publications on selected tax topics. She has been a speaker at various Canadian Tax Foundation conferences and a facilitator and lecturer for CPA Canada’s “In-Depth Tax Program”.
Judith graduated from the Université de Montréal with a Bachelor of Laws in civil law and a Master of Laws in taxation (jointly with HEC Montréal). Judith is a lawyer with the Barreau du Québec and a Canadian Legal Advisor with the Law Society of British Columbia.
Outside of work, she is an avid runner and cyclist, and loves to explore local trails. She can often be found enjoying the outdoor mountain playgrounds that surround her home.
CPA, CA, TEP, CFP®
Associate Vice-President, Advanced Wealth Planning
Michael is based in Kelowna where he works primarily with advisory teams and their clients in interior British Columbia. Prior to joining Wellington-Altus, Michael dedicated over a decade to gaining experience and knowledge in a public practice accounting setting, primarily specializing in Canadian domestic taxation. Within this role, Michael provided domestic tax expertise to owner-managed businesses with a focus on corporate reorganizations, succession planning, and estate planning. These experiences resulted in Michael becoming a technical leader within the firm, educating both tax and non-tax professionals on timely topics to ensure they had the knowledge required to help their clients navigate the current tax and business environment.
As a CPA, CA, Michael has a strong background in Canadian income tax matters. Combined with his Trust and Estate Practitioner (TEP) and CERTIFIED FINANCIAL PLANNER® designations, Michael excels at addressing various wealth planning needs.
Outside of work, Michael is also a facilitator for the CPA Canada “In-Depth Tax Program” and serves as the Member Services Officer for the Society of Trust and Estate Practitioners (STEP) Canada Okanagan Chapter.
B.Ed, CFP®, CHS®
Associate Vice-President, Wellington-Altus Insurance