- Words by Darcy Nybo Photography by Lia Crowe

Some people know in the core of their being what they want to do with their life. Darren Morcom is one of them.

And one of the drivers behind his decision to start his own firmB次元官网网址擳he Morcom Wealth Management Group (a member of Wellington-Altus Private Wealth)B次元官网网址攚as his love for helping others.

B次元官网网址淭he whole investment game is also about the passion of the people who work behind the scenes. Everyone is in it for different reasonsB次元官网网址攁nd my reason is quite personal.B次元官网网址�

About six years ago Darren and his wife Lee-AnnB次元官网网址檚 eight-year-old son was diagnosed with brain cancer. He underwent over 40 intense radiation and chemotherapy treatments and had more than 25 blood transfusions. Today, their son is five years cancer-free.

B次元官网网址淭his really made me look at things differently,B次元官网网址� Darren says. B次元官网网址淭here were so many people and organizations involved in helping him get well. It all ties into my life and my work, and wanting to help people. I can better relate to my clients who may be going through similar situations.B次元官网网址�

He adds: B次元官网网址淚tB次元官网网址檚 become a passion of mine to help people, especially when they are going through hard times.B次元官网网址�

As a young man attending the University of Regina, in his home province of Saskatchewan, he worked at the RCMP training academy doing whatever was needed. Then in 1997, having just met Lee-Ann, the B次元官网网址渓ove of his life,B次元官网网址� he moved to Kelowna.

B次元官网网址淥nce I got to Kelowna,B次元官网网址� Darren recalls, B次元官网网址淚 reaffirmed that finance really was my passion, so I went with it. I worked as a bank teller while I attended Okanagan University College. When I graduated, I was able to rise through the ranks and become a financial planner.B次元官网网址�

Starting in 2002 and for the next 19 years, he was employed by a well-known bank and worked his way up to portfolio manager. Somehow, it still wasnB次元官网网址檛 quite what he wanted. Something was missing.

Darren, a self-described B次元官网网址減eople person,B次元官网网址� wanted to do more for the families he worked with. He wanted to be able to offer independent solutions and independent advice and to be truly objective for his clients, and to do it all in an environment with like-minded advisors.

B次元官网网址淚 learned about an independent private wealth management firm called Wellington-Altus Private Wealth, a Canadian company with headquarters in Winnipeg. After meeting with the founders of the company and realizing their Prairie roots and their values matched mine, it was easy to see why this firm had become the number-one ranked advisory firm in Canada.B次元官网网址�

The decision to move to the independent side of this business became an easy one. The Morcom Wealth Management Group was born, and Darren says he is extremely proud to be part of Wellington-Altus Private Wealth.

Darren and his team are not alone in joining the top-ranked Wellington-Altus Private Wealth. In the past 18 months, he says, several senior investment advisors and their teams moved from banks and other independent wealth management firms to be part of this growing company.

B次元官网网址淲e officially opened the Kelowna office in September of 2020, and we already have over 30 employees and billions of dollars in assets under our management,B次元官网网址� Darren says.

B次元官网网址淲ith this explosive growth, the decision to relocate our offices into the 23rd-floor penthouse of the new Landmark 7 office tower was an easy choice. The new offices are expected to be completed in August, with 360-degree views of the city, lake and surrounding vineyards and orchards. We are fortunate to be able to share some of the most spectacular views of any office in North America with our clients.B次元官网网址�

Asked about the allure of his industry, Darren says: B次元官网网址淪ome people think what we do is sexy and daring, like they show in the movies. ItB次元官网网址檚 not like that at all. We have to be steady and consistent.B次元官网网址�

He says planning ahead is one of the most important things a person can do when it comes to the health of their financesB次元官网网址攁nd itB次元官网网址檚 not just about the money.

B次元官网网址淚n a lot of cases we may have one spouse who looked after the finances their whole life and when they pass, the other spouse has to take over. People really need to realize that itB次元官网网址檚 not just about investing, itB次元官网网址檚 also about what happens if anything happens to you. You need to plan for the unforeseen.B次元官网网址�

During stressful times, he adds, the last thing people need is to worry about how their finances will hold out.

B次元官网网址淚tB次元官网网址檚 important, no matter what your age, to make sure your affairs are in order. The financial world is more complicated now than ever before. ItB次元官网网址檚 important to make sure that all facets of your familyB次元官网网址檚 wealth are fully understood, properly integrated, administratively maintained and fit your life, both now and in the years ahead.B次元官网网址�

When Darren isnB次元官网网址檛 helping people plan for financial stability, youB次元官网网址檒l probably find him at the hockey rink, playing or coaching his sons. He also loves to relax with his family, spend time on the golf course or up at local ski hills, or cool off on the water.

B次元官网网址淲e enjoy the wineries here, as well,B次元官网网址� he says. B次元官网网址淚n fact, if I hadnB次元官网网址檛 gone into financial advising, IB次元官网网址檇 probably own a winery.B次元官网网址�

And keeping in line with his passion for helping others, Darren also volunteers for various organizations.

B次元官网网址淎fter our sonB次元官网网址檚 cancer situation,B次元官网网址� he says, B次元官网网址渨eB次元官网网址檝e been very involved in raising money and awareness for BC ChildrenB次元官网网址檚 Hospital, Ronald McDonald House and Canadian Blood Services.B次元官网网址�

Asked where he sees himself in 10 or 20 years, Darren says: B次元官网网址淚B次元官网网址檒l be doing exactly what IB次元官网网址檓 doing now: helping people with their finances. That truly is my life and what I enjoy doing.B次元官网网址�

Story courtesy of , a Black Press Media publication
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