Markdale Financial Management
As a personal CFO, our multi-family office helps wealthy investors organize and focus their financial life
Latest Posts
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
Bridging Generational Divides
Case Study 3: Daughter's Ambition
Laura and her brother want their investments to make a positive impact. However, their father’s conservative approach has long controlled... read more
Align Investments with Impact and Sustainability
Study 2: Blue Skies Foundation
The Blue Skies Foundation, born from the sale of a family business decades ago, has a clear mission: to support... read more
Modern Wealth Management: Bridging Generations, Values, and Technology
In today's rapidly changing financial landscape, families and foundations are increasingly facing complex challenges that span generations. Whether it's transitioning from traditional methods to modern... read more
Modernize Wealth Management for Generational Success
Case Study 1: The Francesco Family
The Francesco Family’s wealth is deeply rooted in real estate. However, as Mr. Francesco, now in his 70s, has... 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