Accounting for ‘transformative experiences’ in financial planning
Open this photo in gallery: Transformative experiences are an interesting problem for financial advisors. How do you prepare…
This advisor wanted to be a lawyer until she became her mom’s executor in her 20s
Open this photo in gallery: Kimberly Wood of Johnstone Wealth found herself reviewing household finances during her mom’s…
A woman outlived her beneficiary and executors. Here’s how an Ontario court ruled on her estate
Open this photo in gallery: As the will included conflicting wording, the executor sought the court’s direction as…
How to cut down on spending and save money on household finances, according to our experts
Open this photo in gallery: Taking a hard look at all the streaming subscriptions you’re paying for is…
How can you better manage your household spending? Submit a question to our experts
Open this photo in gallery: fizkes/iStockPhoto / Getty Images The Q&A is happening on Tuesday, Oct. 21 at…
An injection of innovation for children’s vaccination
This past summer started with an unexpected scramble for many parents in Ontario: A frantic search for their…
Patrice Mousseau is building an Indigenous business ecosystem, one entrepreneur at a time
Open this photo in gallery: Patrice Mousseau, founder of Satya Organic, managed to build a thriving beauty business…
The Globe and Mail Bestsellers for the week of October 11, 2025
Sign up for our Books newsletter for the latest reviews, author interviews, industry news and more. Hardcover Fiction:…
Step aside, human advisers. AI may become the new financial planning powerhouse
Open this photo in gallery: In a KPMG study, more than half of Gen Z respondents say they…
Cutting these two expenses in her 20s saved this Vancouverite more than $30,000
Open this photo in gallery: Alexandra Wei calculated that owning a car would cost about $500 a month,…
The parking lot meltdown that led this young mother, now an advisor, to turn her life around
Open this photo in gallery: Lori Curtiss, certified financial planner, certified financial behaviour specialist, and founder of A…
Here are 61 books to add to your must-read list this fall
As the literary season unfolds, a striking mix of voices looks inward, backward and outward at once in…