Markdale Financial Management

Understanding how to evaluate your portfolio and make informed decisions requires access to the right tools. Below, we highlight the top 10 reports that our... read more

If you regularly report to SHARE Canada, you’re familiar with their specific requirements for a detailed list of holdings, including security ISINs and quantities. This... read more

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

Wealthy families are facing complex challenges that span generations. Whether it's transitioning from traditional methods to modern digital systems, aligning portfolios with contemporary values, or... read more

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

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

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