Site Maperiksnow2021-03-16T21:39:37+00:00 Pages About Us Accounting Services Blog Careers Consolidated Reporting Service Contact Us Family Meeting: Case Studies FAQs Foundation Management Services Home Investing Services Resources Services Site Map Wealth Services Posts by category Category: Accounting Streamline An Accounting Practice: Family Office Partnerships Family Office Cybersecurity Tips Is Our Tax System Too Complex? Bumps and Pipelines Am I exposed to US estate taxes? Disbursement Quota for Canadian Charities Foreign Currency Cost Base Reporting Duties of Estate Executors What is a Wasting Freeze? Estate Freeze Basics Getting the Best from Your Accountants 5 Threats Wealthy Investors Face and How to Overcome Them What is Inflation? Tax Planning for Cottage Owners Category: News Ontario Staycation Tax Credit Category: Reporting Customized Reports Tailored to Your Specific Needs Consolidated Reporting Service: Streamlining Wealth Management What is Consolidated Reporting? Consolidated Reporting: Empowering Wealthy Investors Top Software Solutions for Family Office Reporting Category: Tax Income Splitting for Wealthy Investors Changes to the AMT Will Impact Donors of Public Securities Business Expense Categories for Canadian Taxpayers AMT Budget 2023: Impact on Wealthy Donors Tax Integration Explained Canada-US Tax Treaty Overview New Reporting Requirements for Bare Trusts What are the EIFEL rules? How Are MLPs taxed in Canada? What is a Bare Trust? Section 85 Rollovers Getting Capital out of your Holdco Category: Tips Category: Family Office Is Insurance an Asset Class? Modern Wealth Management: Bridging Generations, Values, and Technology Outsourced Consolidated Reporting Preventing Family Office Payment Fraud Family Office Software: Evolving Reporting Solutions What Is a Family Office? Do You Need a Family Office? 5 Ways to Improve Your Family Office in 2024 Customized Reporting for Investors Family Meetings for Wealth Management Success Consolidated Reporting: Moving Beyond Excel Investing Tasks That Don’t Involve Investing Evaluating Advisor Fees Seven Blind Spots your Private Foundation May Have Codify Your Legacy 5 Challenges Inheritors Face (and how to overcome them) Keeping your Holding Company in good standing Do you need a family office? What a Family Office Does Category: Investing How Much Cash Should Be in Your Portfolio? 5 Key Investing Principles to Build Long-Term Wealth How to Evaluate Investment Managers: A Guide to Making Informed Choices Investing for Climate: Strategies for Sustainable Wealth Growth Average Stock Return: Why Diversify? Why the Original S&P 500 Stocks Outperformed the Updated Index Successful Investing: 19 Essential Lessons for Lasting Success Avoid Capital Gains Tax in Canada: Strategies and Tips Gold: Is Now a Good Time to Invest? Sustainable Finance: The Impact of Banks’ Shift from Oil and Gas Let Your Profits Run: Embrace Simplicity Investing in Private Credit: Myths and Realities The Rise of Indexing: Shaping the Future of Investing Index to Factor-Based Investing Consistent Investing Habits: The Key to Success Buy-and-Hold Investing: Lessons from Egg and Chicken Farmers Do ESG Portfolios Include Weapons? Investment Memos: Essential Tools for Informed Investing How Often Should Investors Review Their Portfolio? Passive Investing: Embracing the 80/20 Rule Portfolio Rebalancing Strategies: Optimize Your Investments Building Your Portfolio: Core-Satellite Strategy Demystified Simplicity and Success: The Power of Buy-and-Hold ESG Dividend Model Portfolio: Align Values with Long-Term Goals Navigating Ontario’s Housing Market: Summer 2023 What Does Short Selling Tell Us About Stock Market Sentiment? What is a Covered Call? Understanding the Basics How to Benchmark Your Investment Portfolio What is Sunk Cost Fallacy? Eurodollar vs. SOFR: A Look at Interest Rates Office REITs and Remote Work: A Good Contrarian Investment? Toronto House Price Update: March 2023 Excluding Energy Stocks: The Impact on Canadian Dividend Yield Overcoming Anchoring Bias when Investing 3 Ways Index Funds Beat Active Management Registered Accounts Explained What is Norbert’s Gambit? Making Investment Goals 20 Dividend Growers for 2023 How to Pick Dividend Stocks Income or Assets? 4 Reasons to hold your stocks through a downturn Warren Buffett’s Management Principles What is a Yield Curve? Fighting the Disposition Effect Values Based Investing A High Yield Portfolio Some Investing Advice 3 Common Investing Biases and How to Overcome Them Creating an ESG Portfolio Family Mission Statements Your Investment Policy Statement Category: Alternatives Private Equity Trends: Key Risks and Insights Investing in Cocoa: Is It a Smart Gamble? SVX Impact Index: Advancing Impact Investing in Canada Evaluating Private Credit: Research Questions Its Superior Returns The Rise of Gold and Bitcoin: Key Insights for Canadian Investors Catalytic Capital: Impactful Investments for Change Unlocking Liquidity: The Role of NAV Loans in Private Equity Private Equity Financing: Rising Trend of High-Cost Loans Myths and Realities of Private Equity Diversification Five Dimensions of Impact Investing Methane Emission Carbon Credits Allied Properties vs SmartCentres: Which REIT Wins? Are Market-Neutral Funds a Good Investment? Carbon Credits: The Role of Forestland in Green Investing What are Purpose Yield Shares? Comparing Canadian Carbon Credit ETFs How to Stake Ethereum on Wealthsimple What is the Ethereum Shanghai Upgrade? How to Evaluate REITs Options Trading on Delisted Stocks Accredited Investor Canada: Rules for Individuals Top 5 Ways to Own Gold Impact Investing Principles Measuring Impact Ethereum Merge What about Preferred Shares? How about REITs? Ethereum Transition to Proof of Stake Crypto Covered Call ETFs What is Brookfield Asset Management? Making Impact Investments How to Buy and Hold Cryptocurrencies Category: Funds XUS vs IVV: Which ETF Is Best? Index Funds: A Path to Consistent Returns and Lower Costs Private Credit: Rise, Risks, and Returns in a Changing Market VOO vs VTI: Which ETF Is Best? Warren Buffett vs Pension Funds How ETF Liquidity Works Best Bond ETF in Canada Bond Funds vs Money Market Funds Active Investing vs Passive Investing What are Money Market Funds? Alpha vs Beta: An Overview Active vs Passive Investing: How Choosing Became Harder for 2023 Comparing Popular Dividend ETFs: SCHD vs HDV Using index funds without investing in them Impact of US Withholding Taxes for Canadian Investors Comparing Three Vanguard Corporate Bond ETFs Best ESG ETF in Canada Are Canadian CDRs a good investment? What are Index Funds and how do they work? Is Private Equity a Good Investment? Best Index Funds for Canadian Investors What is a Robo Advisor? Should You Rebalance Your Portfolio? Active vs Passive Investing Public vs Private Investments Category: News Kenvue Post-Spin-Off: Strategic Insights for Investors Category: Tips Buy-And-Hold Investing: A Forever Strategy? Six Strategies to Help You Reduce Investing Bias Identifying Public Company Ownership Hoarding Cash? Protecting Your Cash: Understanding Canadian Deposit Insurance US Withholding Tax for Canadian Foundations Reasons to Become an Active Investor Using IRR to calculate your rate of return Evaluating Your Performance Investment Advice for Entrepreneurs What is a Superficial Loss? Category: Uncategorized Top 10 Reports Our Clients Are Using Right Now What Is a Good Rate of Return? What Does a Family Office Do? Is Farmland a Good Investment? Underused Housing Tax: Bare Trusts and New Rules NETZ vs VOTE: Comparing Sustainable Investment Funds Generating Returns on Your Capital Category: Wealth 5 Ways to Live a Wealthy Life with Purpose Consolidated Reporting Implementation: Financial Insights Values Based Wealth Management How to Live a Wealthy Life: Finding Purpose and Happiness Stealth Wealth: Living a Low-Key Life of Financial Freedom Reasons to start a family office and mistakes to avoid Fulfillment Beyond Wealth How does inflation benefit debtors? Capitalism vs Materialism Frugal Living Overcoming Overconfidence Bias How Much Does Wealth Management Cost? How Do You Use Your Wealth? Never Spend Money Before You Have It Category: Estate Is a Family Trust a Good Idea? Essential Guide to Cottage Succession Planning Capital Costs vs Operating Costs: A Guide for Cottage Owners Estate Administration: Step-By-Step Guide Financial Contingency Plan: A Guide for Wealthy Families Changes to the Succession Law Reform Act: 2023 Estate Planning Basics: Working with a Family Office Estate Planning Tips to Avoid Spoiling Your Children Limits to Court-Ordered Capacity Assessments Why have a will? Documenting Your Spousal Relationship Am I Rich? Joint Ownership Accounts Updating your Will & Estate Plans Succession Planning for Family Foundations How Good Are Your Instincts? Not Just Money Category: Foundations Impact Investing for Foundations: Are You Ready? Who Gives the Most to Charity? Rich or Poor? T3010 Compliance for Family Foundations: 2024 Family Foundations Challenges and Solutions DAF Myths: Demystifying Donor Advised Funds What is a DAF? Demystifying Donor Advised Funds Donate to Eliminate: Maximizing Charitable Impact Six Ways to Amplify Your Foundation’s Impact Empowering Charities: Bookkeeping for Charitable Foundations Succession Planning for Private Foundations & DAFs Donor Advised Funds 101: How They Work and Their Impact Effective Private Foundation Governance Practices Top 10 Problems Your Family Foundation Will Face Without a Succession Plan Your Family Foundation Must have a Succession Plan Why Have a Private Charitable Foundation? What Can Private Foundations Invest In? Private Foundation Governance Category: Tips Wealthy Inheritors: The Quest for Purpose Amidst Plenty Multi-Generational Wealth Management: Strategies for Success Mastering Wealth Stewardship: Strategies for Success From Entrepreneur to Investor: Navigating the Transition The True Cost of Cottage Ownership: Finances vs. Feelings Should Wealthy Canadians Buy Travel Insurance? Protecting Seniors Against Phishing Shopping for Property Insurance What to do after you sell your business 5 Ways to Improve Your Spending Habits Your Wealth Management Process Time is Money (and how to spend it) My Templates Default Kit FAQs Does our family office provide bookkeeping services? How does Markdale Financial Management ensure the ESG sustainability of my investment portfolio? What is the benefit of investment policy generation? Which types of clients does Markdale Financial Management serve? FAQ Categories Bookkeeping Reporting Sustainability
