Cate Shipley

I have to thank my Mom and Dad for teaching me that money gives you “voice and choice”. If you save and invest wisely, you can live life on your own terms. Isn’t that what we all want? Modeling the lessons I learned from my parents, I sit down with my clients and show them how strong financial goals and plans can give them that same level of freedom.

I am also passionate about helping people living with disabilities, specializing in tools like Registered Disability Savings Plans to work towards their freedom.

So, whether you have kids entering college, you’re going through a divorce, you’re planning for retirement, you have an inheritance to plan, or you just want to discuss your own dreams and goals, let me help. Everybody deserves that “voice and choice”. I’m currently using mine to work on lowering my handicap in golf, creating clay sculptures, and spending time with my dogs (Cabo and Nani) and my husband (not in that order).