Markdale Financial Management
As a personal CFO, our multi-family office helps wealthy investors organize and focus their financial life
Latest Posts
Top 10 Reports Our Clients Are Using Right Now
Understanding how to evaluate your portfolio and make informed decisions requires access to the right tools. Below, we highlight the top 10 reports that our... read more
Is Insurance an Asset Class?
Whole life insurance can provide several diversification benefits to wealthy Canadian investors. Particularly for investors with holding companies. By offering a mix of tax-efficient growth,... read more
Modern Wealth Management: Bridging Generations, Values, and Technology
Wealthy families are facing complex challenges that span generations. Whether it's transitioning from traditional methods to modern digital systems, aligning portfolios with contemporary values, or... read more
How Much Cash Should Be in Your Portfolio?
How Much Cash Should Be in Your Portfolio? If I told you your portfolio grew from $40 million to $140 million over the past decade, you... read more
5 Key Investing Principles to Build Long-Term Wealth
Investing is often perceived as complex, but the truth is, a few simple principles will set you on a path toward financial freedom. Whether you're... read more
How to Evaluate Investment Managers: A Guide to Making Informed Choices
When choosing an investment manager, many investors rely on personal connections. Someone they know, like, or trust. Often, these managers are passed down through generations... read more
Impact Investing for Foundations: Are You Ready?
Impact investing for foundations is a hot topic, but often mis-understood. This post will demystify impact investing for foundations by providing practical advice to aid... read more
Who Gives the Most to Charity? Rich or Poor?
When considering "Who gives the most to charity?" the answer is increasingly the wealthy. Charities are acting rationally by targeting donations from the rich. Since.... read more
Outsourced Consolidated Reporting
Outsourced Consolidated Reporting can be critical to successful investment management. The problem is most investors don't know what they're missing. When, they're often missing the... read more
Preventing Family Office Payment Fraud
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
XUS vs IVV: Which ETF Is Best?
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