investment portfolio financial advice

About Stephanie Holmes-Winton

For nearly 7 years now Stephanie has worked to perfect the "whole" financial plan, something she discovered was not readily available to most clients.

After spending three years with Clarica (now Sunlife Financial), Stephanie left in 2004 to work with Himmelman & Associates Financial Advisors. In the fall of 2006 she created her own personal brand "The Money Finder" to provide a clearer idea of her highly specialized services. The fall of 2007, "The Money Finder" grew to become an independent company working in association with Himmelman & Associates Financial Advisors.

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" The Group Halifax 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.

Looking to improve your finances?
I can refer you to a new way of banking

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