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.
Associate Investment Advisor
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.
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.
Associate
Nikki Hohmann is a recent addition to our team, supporting the day-to-day experience of the families we serve. She brings a thoughtful and steady approach to her work, helping ensure everything remains organized and runs smoothly behind the scenes.
Known for her strong attention to detail and reliability, Nikki approaches everything with care and consistency. She takes pride in doing things properly and following through, helping create an experience that feels well managed and easy.
With a background in the investment industry, she brings a practical understanding of how the work comes together and an ability to anticipate what’s needed. Her calm, dependable approach helps our clients feel supported in every interaction.
Originally from Calgary, Nikki later made the move to the Okanagan and quickly felt at home in the region. Outside of the office, she enjoys staying active, spending time with friends and family, and making the most of everything the Okanagan has to offer throughout the year.
CPA, CA, TEP, CFP®
Wealth Planner
Michael brings clarity and perspective to complex financial decisions. Drawing on his extensive background in Canadian taxation and wealth planning, he creates highly tailored financial plans that bring together each client’s financial priorities, personal circumstances, and long-term goals.
Michael helps clients understand the important details and trade-offs behind their decisions. He is known for explaining complex planning matters in plain language and identifying important considerations within issues that may initially appear straightforward. His friendly and collaborative approach helps clients feel informed, comfortable, and confident in the decisions they make.
Michael also works closely with clients’ accountants, lawyers, and other professional advisors, helping create greater coordination across their tax, estate, business, and financial planning. He holds the CPA, CA, Trust and Estate Practitioner (TEP), and CERTIFIED FINANCIAL PLANNER® designations and has completed Level I of the CFA Program.
A committed educator, Michael is a facilitator for CPA Canada’s In-Depth Tax Program. In 2026, he received the Jeff K. Jutzi Facilitator Award, recognizing outstanding leadership, engagement, dedication, and excellence in facilitation.
Born and raised in Kelowna, Michael has deep family ties to the region spanning generations. Outside of work, he enjoys staying active through mountain biking, hiking, and hockey.
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.