Morgan Ulmer

CFP, B.Admin
Financial Planner, CentsAbility
Areas of Specialty: Virtual Planning, Retirement Planning, Comprehensive Financial Plans

Morgan believes that all Canadians should have a right to unbiased financial advice.  She also believes that simplicity beats complexity among other things. Her work has been featured in the Globe & Mail and other 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 Planning, Wealth Management and Compliance.  

Morgan is the founder of CentsAbility which provides unbiased financial planning, as well as unbiased financial education in the workforce.

Morgan lives in Calgary with her husband and three children, and looks forward to helping many more Canadians get on track with their money.