CacheFlo is the company that built Winton! Winton is a web-based app that was built to help anyone and everyone keep track of their money. Winton was designed to make it as easy and simple as possible for you to organize your finances, see where you spend your money, and ultimately show you how much money you’re able to save each month.
If you know how much you’re able to save then you to know how much you might be able to put into an emergency fund (perhaps using our savings account) or how much you might afford to contribute to your RRSP (perhaps using one of our diversified portfolios).
Not only does Winton crunch the numbers for you, but it also comes with quick and fun education modules. So, if you’re stuck in line at the grocery store (or the airport) and always wondered if a TFSA or RRSP is right for you we’ve created educational content available through Winton (as well as articles) to help answer all your questions.
No matter what the scenario the wealth advisors at CI Direct Investing are here to help you map out your financial future and we wanted to give you one more tool to help you along the way. If you’re interested in using the Winton app simply log in and ask for an invitation and one of our wealth advisors will help you get started.