Markdale Financial Management

Preventing family office payment fraud is a key area of concern for investors. And, protecting investors from payment fraud is a key service of many... read more

As a Canadian investor seeking broad market exposure to US stocks, it is important to use the most appropriate ETF for your objectives based on... read more

As the urgency of climate change continues to grow, more investors are recognizing the importance of integrating climate values into their investment portfolios. Investing for... read more

Investors often grapple with an investing paradox. While the stock market is a fantastic place to grow wealth, most individual stocks are not. The phenomenon... read more

Is a family trust a good idea? Picture this: a maze of family trusts, promising shelter for assets and strategic tax benefits, yet concealing hidden... read more

The original S&P 500 stocks were re-introduced in 1957 as a stock market index to track the value of the 500 largest listed American companies including all sectors. What... read more

Most accountants know the best way to streamline an accounting practice is to successfully apply technology. But an often-overlooked aspect of streamlining an accounting practice... read more

What constitutes a "good" rate of return can be elusive and highly subjective, varying significantly from one investor to another based on their individual financial... read more

T3010 Compliance for Family Foundations is an important consideration. Our family office manages several family foundations. And, there are a few things in the read more

What does a family office do? Great question! As a personal CFO, our family office is focused on reducing the administrative burden of wealth, so... read more

Family foundations are often formed with the best intentions. But, like many family businesses, family foundations also struggle to survive past the founding generation. What... read more

Cottage succession planning is one of the most emotionally charged and difficult aspects of an estate plan. Unlike a stock portfolio, cottages are touched by... read more