Markdale Financial Management

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 is a hot topic, but often mis-understood. This post will demystify impact investing for foundations by providing practical advice to aid... read more

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 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 is a key area of concern for investors. And, protecting investors from payment fraud is a key service of many... read more

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

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

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? Picture this: a maze of family trusts, promising shelter for assets and strategic tax benefits, yet concealing hidden... read more

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

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

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