Members

Morgan Ulmer

Calgary
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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Morgan Ulmer

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.

Specializations

Corporate Financial Planning
Estate Planning
Financial Planning
Insurance Planning
Investment Management
Retirement Income Planning
Tax Planning

Designation(s)

CFP (Canada)

Compensation Models

Fee based (AUM)

Professional Associations

No items found.

Education

University

Assets Under Management

10,000,000-50,000,000

Practice Size

11 to 25

Investment License

Mutual Fund

Provinces Licensed (Investment)

Alberta
Ontario
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