Markdale Financial Management

We are a multi-family office serving wealthy investors

Latest Posts

rate of return

What is a Good Rate of Return?

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

T3010 Compliance for Family Foundations: 2024

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

what does a family office do

What does a family office do?

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

family-foundations-challenges

Family Foundations Challenges: Top 20

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

Cottage Succession Planning: Topics for Consideration

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

successful investing

Successful Investing: 19 Lessons

Successful investing might be easier to achieve than many might expect. The trick is not using some complicated strategy. But instead, sticking to simple, easy... read more

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

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: 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