Speaker
Stephanie Holmes-Winton
CEO and Founder of CacheFlo
After a decade working as an independent financial advisor, Stephanie Holmes-Winton started CacheFlo, a fintech education company that creates tools and eLearning for financial professionals and employee financial wellness programs.
Like most of us, Stephanie is more excited about spending than saving (and has little time for budgets of any kind), so she built an innovative, at-your-fingertips app called Winton that helps accumulate savings, even as you pay for “real life.”
Stephanie also created an accredited Certified Cash Flow Specialist (CCS) program for Financial Advisors to help clients manage their cash flow.
Stephanie has written two books on spending and debt: Defusing the Debt Bomb, and $pent. She’s also regularly contributed to media, including CBC Radio and CTV, and her advice has been featured in publications and podcasts from coast to coast.
Hosted by Katelyn Duban