- 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 firm91裸聊视频擳he Morcom Wealth Management Group (a member of Wellington-Altus Private Wealth)91裸聊视频攚as his love for helping others.
91裸聊视频淭he whole investment game is also about the passion of the people who work behind the scenes. Everyone is in it for different reasons91裸聊视频攁nd my reason is quite personal.91裸聊视频�
About six years ago Darren and his wife Lee-Ann91裸聊视频檚 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.
91裸聊视频淭his really made me look at things differently,91裸聊视频� Darren says. 91裸聊视频淭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.91裸聊视频�
He adds: 91裸聊视频淚t91裸聊视频檚 become a passion of mine to help people, especially when they are going through hard times.91裸聊视频�
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 91裸聊视频渓ove of his life,91裸聊视频� he moved to Kelowna.
91裸聊视频淥nce I got to Kelowna,91裸聊视频� Darren recalls, 91裸聊视频淚 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.91裸聊视频�
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 wasn91裸聊视频檛 quite what he wanted. Something was missing.
Darren, a self-described 91裸聊视频減eople person,91裸聊视频� 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.
91裸聊视频淚 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.91裸聊视频�
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.
91裸聊视频淲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,91裸聊视频� Darren says.
91裸聊视频淲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.91裸聊视频�
Asked about the allure of his industry, Darren says: 91裸聊视频淪ome people think what we do is sexy and daring, like they show in the movies. It91裸聊视频檚 not like that at all. We have to be steady and consistent.91裸聊视频�
He says planning ahead is one of the most important things a person can do when it comes to the health of their finances91裸聊视频攁nd it91裸聊视频檚 not just about the money.
91裸聊视频淚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 it91裸聊视频檚 not just about investing, it91裸聊视频檚 also about what happens if anything happens to you. You need to plan for the unforeseen.91裸聊视频�
During stressful times, he adds, the last thing people need is to worry about how their finances will hold out.
91裸聊视频淚t91裸聊视频檚 important, no matter what your age, to make sure your affairs are in order. The financial world is more complicated now than ever before. It91裸聊视频檚 important to make sure that all facets of your family91裸聊视频檚 wealth are fully understood, properly integrated, administratively maintained and fit your life, both now and in the years ahead.91裸聊视频�
When Darren isn91裸聊视频檛 helping people plan for financial stability, you91裸聊视频檒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.
91裸聊视频淲e enjoy the wineries here, as well,91裸聊视频� he says. 91裸聊视频淚n fact, if I hadn91裸聊视频檛 gone into financial advising, I91裸聊视频檇 probably own a winery.91裸聊视频�
And keeping in line with his passion for helping others, Darren also volunteers for various organizations.
91裸聊视频淎fter our son91裸聊视频檚 cancer situation,91裸聊视频� he says, 91裸聊视频渨e91裸聊视频檝e been very involved in raising money and awareness for BC Children91裸聊视频檚 Hospital, Ronald McDonald House and Canadian Blood Services.91裸聊视频�
Asked where he sees himself in 10 or 20 years, Darren says: 91裸聊视频淚91裸聊视频檒l be doing exactly what I91裸聊视频檓 doing now: helping people with their finances. That truly is my life and what I enjoy doing.91裸聊视频�
Story courtesy of , a Black Press Media publication
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