Morgan Ulmer

Morgan leads the Calgary office for the fee-for-service financial planning firm Caring for Clients, and has been involved in the financial services industry for 19 years. 

 

Morgan’s objective is to expand the reach of independent, objective financial planning and wealth management as a means of improving the lives of others. Her positive attitude and excellent research and problem-solving skills are a perfect fit for the personalized and customized service that her clients value.

 

Morgan is a Certified Financial Planner® professional whose work has been featured in the Globe and Mail, MoneySense Magazine and numerous financial magazines and blogs.

 

When not at work, Morgan leads an active life with her husband and three children and is an active participant and volunteer in her community.

 

Find out more at www.caringforclients.com