Markdale Financial Management
We are a multi-family office serving wealthy investors
Latest Posts
Family Office Software: Practical Considerations
Family offices, entities that manage the wealth and investments of affluent families, occupy a unique position in the financial world. Their role transcends wealth management,... read more
Estate Administration: Step-By-Step
In the world of estate administration, finding common ground with more universally understood experiences can offer valuable insights into the complexities and demands we might... read more
Let Your Profits Run: Embrace Simplicity
“Let your profits run, and cut your losses”. Is a phrase coined by economist David Ricardo encouraging investors to resist the urge to sell profitable... read more
Consolidated Reporting Service
In the world of wealth management, the benefits of organized, comprehensive, streamlined reporting cannot be overstated. Wealthy investors and charitable foundations require a bird's eye... read more
What is a Family Office?
What is a family office? A family office is a private wealth management advisory firm that exclusively serves wealthy investors. Some groups in Canada have attempted... read more
Investing in Private Credit: Myths and Realities
Investing in Private credit provides a tantalizing opportunity for wealthy investors. Drawn by the allure of potentially higher returns with less risk compared to traditional... read more
The Rise of Indexing: How Should Investors Respond?
The rise of indexing has crossed a new threshold. Passive strategies now make up more than 50% of all investment assets. Recent reports show we’ve... read more
Index to Factor-Based Investing
The evolution from index to factor-based investing has become increasingly nuanced. Investors are recognizing a deeper understanding of market dynamics and investor behavior. Initially, the... read more
What Does a Family Office Do (And Do You Need One)?
Imagine having a personal CFO for your family's finances – someone who's got your back, simplifying the complex world of money management while aligning it... read more
DAF Myths: Demystifying Donor Advised Funds
Donor Advised Funds (“DAFs”) serve as a bridge between donors' intentions and the realization of their charitable goals. DAFs often operate as charitable foundations offering... read more
What is a DAF? Demystifying Donor Advised Funds
What is a DAF? And, what are the benefits of giving to a DAF? At its core, a Donor Advised Fund (“DAF”) serves as a... read more
Consistent Investing Habits: A Disciplined Process
The best investors are deliberate and consistent. And, they don’t let their emotions get in the way. Instead, they create consistent investing habits. Day after... read more