Markdale Financial Management
As a personal CFO, our multi-family office helps wealthy investors organize and focus their financial life
Latest Posts
![family-office-payment-fraud](https://markdalefinancialmanagement.com/wp-content/uploads/2024/07/family-office-payment-fraud-450x231.webp)
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](https://markdalefinancialmanagement.com/wp-content/uploads/2024/07/XUS-vs-IVV-450x231.webp)
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
![investing-for-climate](https://markdalefinancialmanagement.com/wp-content/uploads/2024/07/investing-for-climate-450x231.webp)
Investing for Climate: Strategies for Sustainable Wealth Growth
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
![average-stock-return](https://markdalefinancialmanagement.com/wp-content/uploads/2024/07/average-stock-return-450x231.webp)
Average Stock Return: Why Diversify?
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](https://markdalefinancialmanagement.com/wp-content/uploads/2024/06/is-a-family-trust-a-good-idea-450x231.webp)
Is a Family Trust a Good Idea?
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
![original-SP-500-stocks](https://markdalefinancialmanagement.com/wp-content/uploads/2024/06/original-SP-500-stocks-450x231.webp)
Why the Original S&P 500 Stocks Outperformed the Updated Index
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
![Streamline an Accounting Practice](https://markdalefinancialmanagement.com/wp-content/uploads/2024/06/Streamline-an-Accounting-Practice-450x231.webp)
Streamline An Accounting Practice: Family Office Partnerships
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
![rate of return](https://markdalefinancialmanagement.com/wp-content/uploads/2024/06/rate-of-return-450x231.png)
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](https://markdalefinancialmanagement.com/wp-content/uploads/2024/06/T3010-Compliance-for-Family-Foundations-450x231.webp)
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 read more
![what does a family office do](https://markdalefinancialmanagement.com/wp-content/uploads/2024/05/what-does-a-family-office-do-450x231.webp)
What Does a Family Office Do?
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-challenges](https://markdalefinancialmanagement.com/wp-content/uploads/2024/05/family-foundations-challenges-450x231.webp)
Family Foundations Challenges and Solutions
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](https://markdalefinancialmanagement.com/wp-content/uploads/2024/05/cottage-succession-planning-450x231.webp)
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