Stephanie Holmes-Winton

Stephanie Holmes-Winton is a seasoned professional in the financial services industry, currently serving as CEO of CacheFlo, a Financial Technology Company specializing in Behavioural Cash Flow Planning™ since November 2013. Previously, Stephanie led The Money Finder for financial services training from September 2009 to August 2016, significantly expanding the company after selling a financial practice in 2011. Before this, Stephanie founded The Money Finder, Investment & Financial Solutions, Inc., and served as CEO from 2004 to 2011 after gaining valuable experience at Clarica (now Sunlife) as a Financial Advisor from July 2001 to October 2004. Additionally, from 2006 to 2008, Stephanie was the founding President of The Group Professional Networking Association, fostering educational networking among small business owners.