Stephanie Holmes-Winton

The Money Finder

For nearly 9 years now Stephanie has worked to perfect the "whole" financial plan, something she discovered was not readily available to most clients.

 

Stephanie's unique approach allows her to show a client how to maximize their current financial situation by using her extensive knowledge in debt reduction and tax efficient investment strategies.

 

"By showing a client how to make a long term plan affordable and achievable they can take control of their financial lives and begin to feel proud of the progress they've made" says Stephanie "The key missing piece in most financial plans is not the investments it's the cash flow management, the basic money skills that are not being taught in schools".

 

In having a family of her own, Stephanie knows the challenges facing many families first hand and it is this combined with her vast financial knowledge and investment experience that will make your financial goals real.

 

Stephanie is also Past President and Co-founder of "The Group, Professional Networking Association" which actively promotes self employed Nova Scotians and local companies. These connections allow her to refer clients to highly skilled professionals in various fields, of many who offer exclusive competitive rates to members' clients. This additional benefit to Stephanie's clients have proven to be invaluable time and time again.