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Morgan Ulmer

Financial PlannerQueensbury SecuritiesCalgary, Alberta

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.

She believes that that objective financial education and advice is something all Canadians deserve. Her work is featured regularly in 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.

Caring for Clients looks after the whole client.
We call this Integrative Financial Planning. Allowing us to help manage the whole financial picture takes trust. We’re willing to earn that trust over time, by being there when you need us, and by dealing with issues most financial planners don’t.

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Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Retirement Income Planning Investment Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Financial Planner

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

Alberta Ontario

Certification/Additional Courses ?

CFP®

Investment Products Offered ?
Some advisors are able to offer different types of investment products.

Annuity Exchange Traded Fund (ETF) Guaranteed Investment Certificate (GIC) Mutual Fund
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