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

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

Briding-Generational-Divides

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

aligning-investments-with-impact-and-sustainability

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

Bridging-Generations-Values-and-Technology

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

Modernizing-Wealth-Management-for-Generational-Success

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?

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

key-investing-principles

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

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

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

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

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

family-office-payment-fraud

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