Markdale Financial Management

We are a multi-family office serving wealthy investors

Latest Posts

index-to-factor-based-investing

Index to Factor-Based Investing

The evolution from index to factor-based investing has become increasingly nuanced. Investors are recognizing a deeper understanding of market dynamics and investor behavior. Initially, the... read more

what does a family office do

What Does a Family Office Do (And Do You Need One)?

Imagine having a personal CFO for your family's finances – someone who's got your back, simplifying the complex world of money management while aligning it... read more

daf myths

DAF Myths: Demystifying Donor Advised Funds

Donor Advised Funds (“DAFs”) serve as a bridge between donors' intentions and the realization of their charitable goals. DAFs often operate as charitable foundations offering... read more

what is a DAF

What is a DAF? Demystifying Donor Advised Funds

What is a DAF? And, what are the benefits of giving to a DAF? At its core, a Donor Advised Fund (“DAF”) serves as a... read more

consistent investing habits

Consistent Investing Habits: A Disciplined Process

The best investors are deliberate and consistent. And, they don’t let their emotions get in the way. Instead, the create consistent investing habits. Day after... read more

family-office-improvements

5 Ways to Improve Your Family Office in 2024

Let’s make 2024 a year of renewed focus and productivity for family offices. Whether it's about refining purpose, enhancing reporting mechanisms, proactive tax planning, clarifying... read more

donate to eliminate

Donate to Eliminate: Maximizing Charitable Impact

The Donate to Eliminate strategy is a practical approach for donors wishing to use the exemption from capital gains tax on donations of apricated securities.... read more

buy-and-hold-investing

Chicken Farmers and Egg Farmers: Lessons for Investors

In the serene landscapes of rural life, two distinct types of farmers thrive - the chicken farmer and the egg farmer. While both operate farms,... read more

ESG-weapons

Do ESG Portfolios Include Weapons?

Does investing in weapons sound like a socially responsible investment strategy? And, do weapons companies fit within an ESG investment portfolio? Many ESG investors would... read more

investment memo

What are Investment Memos?

Investment Memos highlight the distinction between well-considered financial decisions and hasty gambles. This unassuming yet powerful tool is pivotal in crafting a disciplined investment strategy,... read more

gold and bitcoin

How to Invest in Gold and Bitcoin

Canadian investors are increasingly looking at alternative assets like gold and bitcoin as prices rise. And, with their unique characteristics, these alternative investments offer unique... read more

income splitting

Income Splitting for Wealthy Investors

For wealthy investors, managing investment income goes beyond merely staying within favorable tax brackets. When personal income from dividends and interest is substantial, traditional income... read more