Profile Photo
Caring for Clients
Financial Planner
May 01, 2019 2 years ago
Founding Member
Bio
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   
Personal Information
403.831.8576
Female
Calgary
Undergraduate
Employer Information
Caring for Clients
Queensbury Strategies Inc.
400,7015 Macleod Trail
Calgary AB T2H 2K6
Canada
403.831.8576
Practice Information
Financial Planner
2000
MFDA
10-25
Fee based (AUM)
Alberta Ontario
Alberta
No
Corporate Financial Planning Estate Planning Financial Planning Investment Management Retirement Income Planning Tax Planning