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About Us

Meet The Money Finder Team

Team Money Finder works with contagious passion on a daily basis to ensure that all CCS™ Professionals feel they are joining a community.

Our company purpose is to fund people’s dreams. Through helping the financial professionals we work with—we're also helping to fund the dreams of families all across Canada and that's something we are very proud of. Through our belief that work should be fun, we’ve attracted amazing team members who are forever tenacious! Here’s a look at our ever-growing team.

Find a team member



CEO of The Money FinderStephanie Holmes-Winton

Stephanie Holmes-Winton is CEO of The Money Finder and creator of the first nationally accredited B...

CFO/COOKathy Doucette

Not a typical bean counter reporting on numbers, Kathy dreams big and hustles hard to make things ha...

Tech SupportDarcy Macdonald

Darcy graduated from The Centre for Arts and Technology after studying Technology in Digital Filmmak...

Software EngineerKeegan Francis

Keegan works with the tech and operations team as a developer of The Money Finder platform. He likes...

Web DesignerCarolyn Mackinnon

Born in Halifax, Nova Scotia, Carolyn has always known that she would grow up to be an artist. Using...

Junior DeveloperDylan George

Dylan works closely with the tech and operations team, he works as a...

Sales LeaderRalph Bastarache

Ralph is a seasoned sales leader with experience in multiple industr...

Infusionsoft Automation ExpertShaun Whynacht

Shaun is our Infusionsoft Automation Expert at the Money Finder.  W...

Financial Advisor CoachLuigi Lucia

As a member of The Money Finder team Luigi strives to ensure that ea...

Financial Advisor CoachAlex Macaskill

Alex hails from a Psychology background developed through the Bachel...

Marketing StrategistCourtney Collins

Courtney Collins is our Sales Team Leader at The Money Finder. Her strategic, collaborative 

Operations CoordinatorErin Chapman

Erin Chapman is The Money Finder Office Coordinator. She holds a Bachelor of Arts with a Directive i...

Financial Advisor CoachKevin Xia

Kevin Xia helps advisors build remarkable practices with Behavioural Cash Flow Planning™. Havin...

Graphic DesignerLori Schroeder

Lori Schroeder is the Graphic Designer for The Money Finder.  Lori is part of the Marketing Team an...

Junior DeveloperAnita Dunk

Anita’s career with the Money Finder began in the fall of 2016. Com...

Junior Web DeveloperArsum Iqbal

Graduating from Saint Mary’s University with a degree in science w...


The Money Finder is a Financial Technology Company. We specialize in Cash Flow Planning™ training for financial professionals.

All of our materials are delivered online to allow you to complete the designation on your schedule. The Certified Cash Flow Specialist™ Designation includes more than just training—we teach you how to market and sell Cash Flow Planning™ to drastically increase your profit and your clients’ wealth.

Our founder, Stephanie Holmes-Winton, developed our proprietary process by using skills she developed throughout her 10-year career as a financial advisor. The Certified Cash Flow Specialist™ Designation includes specialized software that allows financial professionals to generate written standardized Cash Flow Plans, and clearly show each client how to follow the plan.

The methods and concepts we teach are not only proven, but they are designed to be compatible with human psychology. We don’t rely solely on math to figure out what a client technically could do with their money but likely won’t stick to. Rather, we use a combination of math and behaviour to help financial professionals to give their clients advice they will actually follow and can reasonably keep up for life.

Our company mission is to fund the dreams of Canadian families, and we’re doing that every day with the help of passionate, like-minded, financial professionals who truly care about their clients.