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Stephanie Holmes-Winton

Founder & CEO of CacheFlo

Stephanie Holmes-Winton is the CEO of CacheFlo, a Financial Technology Company that specializes in Behavioural Cash Flow Planning™ through online training, software, and tools for financial professionals.

At CacheFlo, Stephanie offers the Certified Cash Flow Specialist™ Designation, which goes beyond training to include marketing and sales strategies for Cash Flow Planning™, aiming to enhance both profitability and client wealth.

With her prior experience as the CEO of The Money Finder and in various leadership roles at The Group and Clarica (now Sunlife), Stephanie brings a wealth of knowledge and expertise to the financial services industry.

Stephanie Holmes-Winton
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Location

Halifax, Nova Scotia, Canada