Morgan Ulmer
Caring for Clients
Member Bio
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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 23 years. She believes that that objective financial education and advice is something all Canadians deserve. Her work is featured regularly in MoneySense Magazine, the Globe & Mail and she also contributes to a variety of online financial magazines and blogs. After majoring with honors in Finance, Morgan began her career in the financial sector in 2000, holding positions in Financial Advising, Wealth Management, Compliance and Financial Literacy. Morgan is a Certified Financial Planner® professional, and has completed her Accredited Financial Counselling designation. Over the years, Morgan has also enjoyed facilitating hundreds of financial workshops and working with as many individual clients to improve their financial health. When not at work, Morgan leads an active life with her husband and three children and is active participant and volunteer in her community.
She believes that that objective financial education and advice is something all Canadians deserve. Her work is featured regularly in MoneySense Magazine, the Globe & Mail and she also contributes to a variety of online financial magazines and blogs.
After majoring with honors in Finance, Morgan began her career in the financial sector in 2000, holding positions in Financial Advising, Wealth Management, Compliance and Financial Literacy. Morgan is a Certified Financial Planner® professional, and has completed her Accredited Financial Counselling designation.
Over the years, Morgan has also enjoyed facilitating hundreds of financial workshops and working with as many individual clients to improve their financial health.
When not at work, Morgan leads an active life with her husband and three children and is active participant and volunteer in her community.
