Who We Are
We work as the personal CFO for a small number of Canada’s wealthiest families. Our clients appreciate that successfully managing their wealth today and transitioning their financial legacy to future generations requires a dedicated team of professionals.
Our family office services are customized to your family’s unique needs and financial goals.
How We Work
Our process begins with understanding your personal goals and values so we can determine how we can best help you. Our goal is to become your trusted advisor, someone you can rely on for personalized objective advice. We answer e-mails promptly and pick up the phone when anyone calls.
We care about providing great client service.
Join Our Team
Working at Markdale will provide you with the experience you need to advance your career. We have a job stream for current undergrads in computer science as Junior Full Stack Developers, and a job stream for aspiring CFA or CPA candidates as Junior Investment Associates. We encourage you to check out the jobs posted on our careers page.