Markdale Financial Management

We are a multi-family office serving wealthy investors

Latest Posts

capital costs vs operating costs

Capital Costs vs Operating Costs for a Cottage

The nuances between capital costs vs operating costs are essential to understand for Canadian cottage owners. Effective financial management of these properties not only impacts... read more


How to Avoid Capital Gains Tax in Canada

Canada recently increased the tax rate on capital gains. So, investors are asking: “how to avoid capital gains tax in Canada”? This post will provide... read more

private equity trends

Private Equity Trends: Tables are Turning

Private equity is increasingly built on shaky ground. And, as the private equity landscape evolves, investors should remain cautious. Especially given the complexities and risks... read more

investing in cocoa

Investing in Cocoa: A Smart Gamble?

Investing in cocoa can be an exciting trade. The cocoa market has experienced significant shifts recently, capturing the attention of investors, chocolate enthusiasts, and industry... read more

SVX Impact Index

SVX Impact Index: Does it Help Canadian Impact Investors?

The launch of the SVX Impact Index marks another milestone in the development of Canadian impact investing. By bridging the gap between investors and issuers,... read more

Is Now a Good Time to Invest in Gold?

Gold: Is Now a Good Time to Invest?

Gold prices have been trending higher. And, after surging to new all-time highs, investors are scrambling for explanations behind gold's gravity-defying rally. But, is gold... read more


Supporting Sustainable Finance: Practical Strategies

The call for environmental sustainability among investors is growing louder. So, sustainable finance is influencing various sectors of the economy and having serious impacts for... read more


Evaluating Private Credit: Updated Insights

How should investors be evaluating private credit? Recent research is casting doubt on the touted benefits. A new study by the National Bureau of Economic... read more

family office software

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

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

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

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